The Commercial & Investment Banking Finance & Business Management team is looking for a strategic, analytical and energetic professional to support the Client Onboarding and Servicing organization. This is a high-impact leadership opportunity on our Finance and Business Management team supporting the Global Client Experience and Controls teams, ensuring senior management has visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives. This role will partner closely with senior business leaders and key partners across CIB Finance, Business Management, Banking, and Data & Analytics teams to enable effective end-to-end execution.
Required qualifications, skills and capabilities
Ability to package and present business strategy, performance projections and trends bringing financials and data together to tell cohesive story
Design monthly and quarterly business management and financial reporting packages to communicate business results in a transparent and concise manner to all constituents
Coordinate deliverables with business managers, finance, project managers and other F&BM teams
- Analyze large amounts of data to create impactful analysis, assist in developing COS strategy, and create executive level presentation using PitchPro+
- Partner with COS and CIB F&BM team to budget and forecast headcount and direct expenses
Assist with build out and enhancement of capacity models across COS functions and activities
- Able to collaborate and influence colleagues at all levels across business to achieve goals without direct control over all resources
Preferred qualifications, skills and capabilities:
- Experience and knowledge of client onboarding and servicing for Global Commercial and Investment Banking clients
- Bachelor’s degree in Business, Finance, Economics, or other related area with MBA or Masters preferred
- 8-10+ years of relevant experience in Business Management, Operations, or Consulting
- Highly motivated self-starter with excellent time management/prioritization skills and able to work with high degree of independence
- Ability to work collaboratively; develop strong partnership with multiple levels of employees and stakeholders
- Excellent written and oral communication skills
- Attention to detail with logical thought process
- Ability to handle multiple priorities and produce successful results in a fast paced environment
- Ability to interpret and present complex data
- Strong PowerPoint and Excel skills required
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
Skills Required
- Superior strategic and problem-solving abilities
- Ability to manage business risks effectively
- Exceptional communication skills, including presenting complex ideas clearly in PowerPoint slides
- Strong project management abilities and ability to manage multiple deliverables simultaneously
- Ability to define, influence, and deliver strategic agendas across multiple groups
- Strong interpersonal and collaboration skills across diverse teams
- Experience with product and transformation initiatives
- 5-7 or more years of relevant experience in Business Management, Operations, or Consulting
- Ability to identify, escalate, and mitigate legal, tax, regulatory, capacity, and transaction-cost risks
- Ability to analyze financial performance and expenses
- Ability to identify productivity initiatives and drive implementation
- Ability to partner with business, Operations, and Technology teams on future workflows and technology infrastructure projects
- Bachelor's degree in Business, Finance, Economics, or a related field
- Previous product knowledge or prior Business Management experience
- Strong time management and prioritization skills
- Ability to present effectively to senior and global business heads
- Ability to build strong internal relationships across multiple functions
- Ability to work independently with strong written and oral communication skills
- Strong analytical and problem-solving skills, including analyzing large data sets and presenting concise conclusions
- Practical fluency with AI-enabled productivity tools
- Sound judgment in applying AI and validating outputs for accuracy, completeness, tone, and audience fit
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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