Client Onboarding & Documentation Business Manager - Associate

Job Description

Join the Commercial & Investment Bank Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management, and Data & Analytics teams to drive effective execution.

As a CO&D Business Manager covering AI for Ops & Transformation within the Investment Bank, you will partner with senior leaders to develop business cases, conduct portfolio analyses, and provide data-driven insights for high-profile transformation efforts. Your role involves designing management reporting, creating executive presentations, and collaborating across teams to drive optimization and strategic decision-making.

Job Responsibilities:

• Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts.
• Utilize large and complex datasets to conduct portfolio analyses and drive investment opportunities.
• Analyze and monitor operational throughput to identify efficiency opportunities.
• Provide quantitative and qualitative analysis to support optimization decisions.
• Assess KPI trends and create impactful analysis to assist in developing business strategy.
• Lead data-driven analyses to provide transparency and enable decision-making.
• Structure complex problems into simple, easy-to-understand frameworks.
• Design management reporting packages to communicate business results transparently.
• Create executive-level presentations using PowerPoint PitchPro+.
• Communicate directly and effectively with all levels of the organization.
• Collaborate and partner with peers across business and staff areas to achieve goals.

 

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree.
• Minimum 5 years of experience in financial data analysis and storytelling.
• Strong PowerPoint, Excel, and Word skills.
• Ability to work collaboratively and develop strong partnerships at multiple levels.
• Strong presentation skills and ability to communicate initiatives effectively.
• Strong verbal and written communication skills.
• Ability to produce results in a fast-paced environment.
• Ability to interpret and present complex data.
• Strong attention to detail and solid work ethic.
• Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
• Excellent problem-solving, critical thinking skills, and ability to work independently as a mature, organized team player.

Preferred Qualifications, Capabilities, and Skills:

• Experience achieving goals without direct control over all resources.
• Experience developing strong, positive relationships with business stakeholders.

 

**To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).**

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.