Asset Management, Americas Client Service Management - Associate

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 110,000; Full time

Job summary

Testing Site - JPMC is seeking a Management Associate to support the Head of Client Service Asset Management – Americas. You will partner with senior leaders and internal managers to execute key strategic projects and address day-to-day business issues.

The role involves coordinating planning and financial management, improving processes, and delivering data-driven insights for better client service and operational efficiency.

Qualifications

• 3+ years’ experience in a related role.
• Strong interpersonal and communication skills with senior management.
• Strong organizational and project management skills.
• Skilled in financial and quantitative analysis.
• Excel proficiency with large datasets and pivot tables.

Responsibilities

• Partner with business groups to define needs, manage projects, and carry out key initiatives.
• Analyze data, processes, and team structures to identify risks and opportunities.
• Coordinate annual planning and ongoing financial management, including headcount and travel budgets.
• Communicate priorities, organize leadership meetings, and draft internal communications.
• Prepare and manage presentations for internal and external meetings, including QBRs and Town Halls.
• Propose and implement process improvements and data-driven insights to boost efficiency.
• Work independently and collaboratively, prioritize tasks, meet deadlines, and maintain confidentiality.

Skills

Project management

Communication

Data analysis

Financial analysis

Excel

PowerPoint

Tools

Excel

PowerPoint

Job description

Step into a dynamic role where you’ll drive strategic projects and partner with senior leaders to solve critical business challenges in Asset Management.

As a Management Associate supporting the Head of Client Service Asset Management – Americas, you will work with senior leaders and internal business managers to execute key strategic projects and assist with solving day-to-day business issues.

Job responsibilities

• Partner with business groups to define needs, manage projects, and carry out important initiatives to achieve both immediate and long-term goals
• Analyze data, processes, and team structures to identify risks, gaps, and opportunities for improvement
• Coordinate annual planning and ongoing financial management, including headcount and travel budgets, while resolving issues with internal partners
• Communicate priorities, processes, and initiatives clearly; organize and participate in leadership meetings, manage follow-ups, and draft internal communications
• Prepare and manage presentations, outlines, and content for internal and external meetings, including Quarterly Business Reviews and Town Halls
• Proactively propose and implement process improvements, data-driven insights, and innovative solutions to enhance client service and operational efficiency
• Work independently and collaboratively, prioritize tasks, meet deadlines, maintain confidentiality, and engage effectively with all levels of management

Required qualifications, capabilities, and skills

• 3+ years’ experience
• Strong interpersonal and communication skills (written and oral) with ability to deliver messages clearly and succinctly with all levels of management
• Strong organizational and project management skills with proven execution abilities
• Skilled in financial and quantitative analysis
• Expertise with Excel (e.g., managing large amounts of data, complex data manipulation using pivot tables, formulas, etc.)
• Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings
• Comfortable with ambiguity and a dynamic work environment, with strong initiative, energy and analytical ability to complete projects with limited supervision

Preferred qualifications, capabilities, and skills

• Exposure/involvement in one or more of the various Asset Management businesses, a plus