Associate, Client Onboarding & Documentation Strategy

J.P. Morgan

New York (NY)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a CO&D Business Manager covering AI for Ops & Transformation within the Commercial & Investment Bank.

You\'ll partner with senior leaders to develop business cases, perform portfolio analyses, and deliver data‑driven insights to shape transformation initiatives. This role involves designing management reporting, creating executive presentations, and coordinating with Product, Operations, Transformation, and Data & Analytics teams to drive optimization and

Qualifications

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 partnerships at multiple levels.
Strong presentation, verbal and written communication.
Ability to produce results in a fast-paced environment.
Ability to interpret and present complex data.
Attention to detail and proactive, independent work style.
Excellent problem-solving and critical thinking.
Motivated, inquisitive attitude.

Responsibilities

Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts.
Utilize large and complex datasets to conduct portfolio analyses and drive investment opportunities.
Analyze and monitor operational throughput to identify efficiency opportunities.
Provide quantitative and qualitative analysis to support optimization decisions.
Assess KPI trends and create impactful analysis to assist in developing business strategy.
Lead data‑driven analyses to provide transparency and enable decision‑making.
Structure complex problems into simple, easy‑to‑understand frameworks.
Design management reporting packages to communicate business results transparently.
Create executive‑level presentations using PowerPoint PitchPro+.
Communicate directly and effectively with all levels of the organization.
Collaborate and partner with peers across business and staff areas to achieve goals.