Business Transformation Sr Associate - Portfolio Manager

Job Description
Organization Description
Commercial & Investment Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Employer Description
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Job Description
Business & Product Transformation Senior Associate - 602
Team Overview
The Business Product & Transformation team's focus is on supporting the COS (Client Service and Onboarding) organization on how we drive change within the business. We build value in the organization by supporting multiple tactical and strategic initiatives across the Commercial Banking landscape around Digital Adoption, Unified Desktop, Intelligent Automation Solutions and Product Support and portfolio management through process improvement.
Role Summary
As the Business Product & Transformation Senior Associate, you will play a pivotal role in advancing our Portfolio Management efforts within Client Service and Onboarding (COS). Your responsibilities will include overseeing the inventory of initiatives to ensure strategic alignment, conducting quality reviews of project progress, and preparing comprehensive reports. Your oversight will be essential in maintaining the alignment of all initiatives with our business objectives and ensuring their successful execution.
Job Responsibilities:

• Collaborate with Business Product and Transformation Execution Leads and Project Managers to strategically oversee and update the portfolio, ensuring that the team's book of work is consistently aligned with organizational goals and strategic objectives.
• Lead the strategic oversight of portfolio data management, ensuring accuracy and consistency in all documentation and reporting processes to uphold the highest standards of quality and integrity across portfolio initiatives.
• Oversee new demands, plan capacity for future needs, and assess the current workforce load to ensure optimal resource allocation for ongoing initiatives.
• Monitor and track potential issues and discrepancies early in the project lifecycle, enabling timely and effective problem-solving to maintain the integrity and success of portfolio initiatives.
• Conduct portfolio reporting sessions for key stakeholders, providing Senior Leads with a comprehensive overview of their portfolio to facilitate informed decision-making.
• Drive both independent and collaborative efforts within the portfolio management team to enhance overall productivity and operational efficiency.
• Leverage advanced relationship management skills to foster strong partnerships with global and local stakeholders, ensuring alignment and support for portfolio initiatives.

Qualifications:

• Strong collaboration skills with experience in strategic portfolio alignment and updates.
• Expertise in ensuring accuracy and consistency in portfolio data management and documentation.
• Proficiency in capacity planning and workload assessment for optimal team efficiency.
• Ability to monitor project lifecycles and implement timely problem-solving strategies.
• Advanced communication skills for conducting comprehensive portfolio reporting sessions.
• Excellent relationship management skills to ensure stakeholder alignment and support.
• Expertise in monday.com or other similar project management tools.
• Applicable system knowledge - preferred not required:
  • Alteryx
  • Tableau
  • SharePoint
  • Excel
  • UiPath
  • Pitch Pro +
• Bachelor's degree preferred & / or 3+ years of equivalent work experience

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 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.
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.