Client Onboarding & Documentation Business Manager – Senior Associate

JPMorgan Chase JPMorgan Chase · Banking · New York, NY +1 · Commercial & Investment Bank

This role supports AI for Operations projects within the Client Onboarding & Documentation team at JPMorgan Chase. The Senior Associate will develop business cases, analyze complex datasets, and provide data-driven insights to support strategic objectives and optimize business performance. Responsibilities include portfolio analysis, operational throughput monitoring, and creating management reporting packages and executive presentations.

What you'd actually do

  1. Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts.
  2. Utilize large and complex datasets to conduct portfolio analyses and drive investment opportunities.
  3. Analyze and monitor operational throughput to identify efficiency opportunities.
  4. Provide quantitative and qualitative analysis to support optimization decisions.
  5. Assess KPI trends and create impactful analysis to assist in developing business strategy.

Skills

Required

  • 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
  • authorized to work in the United States

Nice to have

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

What the JD emphasized

  • AI for Operations projects