Role summary
Join our team and play a hands-on role in modernizing expense-management workflows across the Global Corporate and Investment Bank. You’ll lead end-to-end delivery of tooling enhancements—driving automation, KPI dashboards, and controls-aligned process improvements in close partnership with business, ops, tech, and risk.
As an Associate in the Global Corporate and Investment Bank Expense Management team, you will help shape and deliver enhancements across the suite of workflow and tracking tools, including Exception Tracking, T&E Facilitation, Sponsorships & Donations, and Invoice Workflow.
Job responsibilities
- Lead the delivery of business and technology enhancements, from requirements gathering through implementation and post-launch support
- Partner with stakeholders to understand business needs, document requirements, and design effective process improvements
- Collaborate with cross-functional teams, including product, technology, operations, and risk partners, to manage priorities, timelines, dependencies, and project outcomes
- Support testing, training, change management, and user adoption activities to ensure successful solution delivery
- Identify opportunities to improve efficiency, automation, reporting, and the overall user experience.
- Develop solutions to monitor key metrics and dashboards to track performance, risks, and operational effectiveness
- Ensure solutions align with governance, controls, data quality, and compliance requirements
- Foster a culture of continuous improvement by leveraging emerging technologies, including automation and AI capabilities, where appropriate
Required qualifications, capabilities, and skills
- Experience in project management, business analysis, product delivery, or workflow tooling (e.g., operations tooling, finance/expense workflows, control-related workflows)
- Demonstrated ability to translate business needs into user stories / acceptance criteria and run UAT
- Strong stakeholder management across business, ops, and technology; excellent written and verbal communication
- Practical experience managing plans, dependencies, risks, and delivery milestones in an agile or hybrid environment
- Analytical mindset: comfortable defining KPIs, interpreting trends, and using data to drive decisions
Preferred qualifications, capabilities, and skills
- Exposure to expense management, approvals workflows, invoices, exception management, or policy-controlled processes
- Experience with dashboarding/BI (requirements definition, metric design; hands-on is a plus)
- Familiarity with automation concepts (rules engines, workflow optimization, RPA, straight-through processing)
- Interest or experience in responsible AI/ML use cases (e.g., anomaly detection, classification, triage/routing) with a controls-first mindset
- Structured problem solving; ability to simplify complex processes
- Bias for action with strong attention to detail and follow-through
Comfort operating in a controlled environment (auditability, entitlements, documentation) and ability to balance near-term delivery with a longer-term roadmap and value story
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 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.
Skills Required
- Experience in project management, business analysis, product delivery, or workflow tooling, including operations, finance/expense, or control-related workflows.
- Ability to translate business needs into user stories and acceptance criteria and run user acceptance testing.
- Strong stakeholder management across business, operations, and technology teams.
- Excellent written and verbal communication skills.
- Experience managing plans, dependencies, risks, and delivery milestones in an agile or hybrid environment.
- Ability to define KPIs, interpret trends, and use data to drive decisions.
- Exposure to expense management, approval workflows, invoices, exception management, or policy-controlled processes.
- Experience with dashboarding or business intelligence, including requirements definition and metric design.
- Familiarity with automation concepts such as rules engines, workflow optimization, RPA, or straight-through processing.
- Interest or experience in responsible AI/ML use cases, including anomaly detection, classification, or triage/routing.
- Structured problem-solving ability and skill in simplifying complex processes.
- Strong attention to detail, follow-through, and ability to operate in controlled environments involving auditability, entitlements, and documentation.
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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