Client Onboarding & Documentation Business Manager - Associate

JPMorgan Chase & Co.; Plano (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX invites a seasoned CO&D Finance & Business Management professional to join the Client Onboarding & Documentation stream. You will provide data‑driven insights, develop executive‑level reporting, and partner with senior leaders to shape strategy.

The role emphasizes analytical storytelling, portfolio analyses, and cross‑functional collaboration across Product, Operations, Transformation, and Data & Analytics teams to drive optimization and strategic decisions.

Qualifications

• Bachelor’s degree in financial analysis or related field.
• 5+ years of experience in financial data analysis and storytelling.
• Strong PowerPoint, Excel, and Word skills.
• Ability to communicate initiatives effectively and build partnerships.

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.

Skills

PowerPoint

Excel

Word

Education

Bachelor's degree

Job description

Join the Commercial & Investment Bank Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management, and Data & Analytics teams to drive effective execution.

As a CO&D Business Manager covering AI for Ops & Transformation within the Investment Bank, you will partner with senior leaders to develop business cases, conduct portfolio analyses, and provide data-driven insights for high-profile transformation efforts. Your role involves designing management reporting, creating executive presentations, and collaborating across teams to drive optimization and strategic decision‑making.

Job 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.

Required Qualifications, Capabilities, and Skills:

• 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 strong partnerships at multiple levels.
• Strong presentation skills and ability to communicate initiatives effectively.
• Strong verbal and written communication skills.
• Ability to produce results in a fast-paced environment.
• Ability to interpret and present complex data.
• Strong attention to detail and solid work ethic.
• Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
• Excellent problem‑solving, critical thinking skills, and ability to work independently as a mature, organized team player.

Preferred Qualifications, Capabilities, and Skills:

• Experience achieving goals without direct control over all resources.
• Experience developing strong, positive relationships with business stakeholders.

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).