Consumer Bank Product Portfolio Operations Associate

Next Frontier Capital; Jersey City (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Chase is hiring for a Consumer Bank Product Portfolio Operations Associate to support aligning product investments and roadmaps with strategic objectives. You will prepare executive-level communications, collaborate with product, tech, design and data teams, and develop dashboards to provide insights for senior leaders.

This role emphasizes automation and continuous improvement to drive efficiency and scale across the portfolio, with a focus on delivering high-quality deliverables and clear

Qualifications

• 2+ years of experience or equivalent expertise in program management or performance optimization.
• Proven ability to support the implementation of operational effectiveness initiatives.
• Prior experience using techniques and tools in relation to data analytics.
• Strong analytics and reporting experience, with the ability to translate data into actionable insights and executive-level recommendations.
• Bachelor’s degree in Business or related field.
• Exceptional writing, editing, and verbal communication skills, with a proven ability to craft compelling narratives and deliver impactful storytelling tailored for executive-level presentations.
• Proficiency in Microsoft Suite (Word, PowerPoint, Excel), Confluence, and Jira.
• Skilled at translating complex information into clear, engaging, and persuasive messages that resonate with senior audiences.
• Exceptional attention to detail and strong analytical skills.
• Strong organizational and project management skills, with the ability to manage multiple high-priority initiatives simultaneously
• Demonstrated capability to influence, align, and build consensus among stakeholders across the organization to drive successful outcomes.

Responsibilities

• Supports efforts to coordinate across products to ensure delivery against business objectives
• Aids in collecting key inputs from across products to ensure our full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs
• Calculates basic metrics for portfolio management operations
• Develops change initiative materials
• Prepares high-quality executive communications, presentations, and reporting
• Tracks and documents product investment decisions, roadmaps, and key initiatives, ensuring accuracy and timely updates.
• Contributes to the development and maintenance of planning processes and deliverables, including portfolio roadmaps and performance metrics.
• Collaborates with product, technology, design, and data teams to collect information and monitor initiative status.
• Design, develop, and maintain dashboards and visualizations that provide meaningful performance, capacity, and operational insights for stakeholders.
• Demonstrate an automation-forward mindset, proactively challenging manual processes and implementing sustainable solutions that improve efficiency and scalability.

Skills

Program management

Data analytics

Executive communication

MS Excel

MS PowerPoint

Confluence

Jira

Strong writing

Stakeholder influence

Education

Bachelor’s degree in Business or related field

Tools

Excel

PowerPoint

Confluence

Jira

Job description

The Consumer Bank (CB) Product Portfolio Operations team is responsible for advancing CB product operating models and mobilizing product teams to deliver initiatives at scale that align with CB Strategic Objectives.

As a Product Portfolio Operations Associate in Consumer Bank agile product portfolio, you will play a key role in supporting the alignment of product investments and roadmaps to Consumer Bank Strategic Objectives. You will help mobilize product teams to deliver large-scale initiatives by preparing executive-level presentations, memos, and communications that update senior leaders on product portfolio priorities and progress. Through collaboration with cross-functional partners and a focus on continuous improvement, you will contribute to better business and product outcomes across the organization.

Job responsibilities

• Supports efforts to coordinate across products to ensure delivery against business objectives
• Aids in collecting key inputs from across products to ensure our full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs
• Calculates basic metrics for portfolio management operations
• Develops change initiative materials
• Prepares high-quality executive communications, presentations, and reporting
• Tracks and documents product investment decisions, roadmaps, and key initiatives, ensuring accuracy and timely updates.
• Contributes to the development and maintenance of planning processes and deliverables, including portfolio roadmaps and performance metrics.
• Collaborates with product, technology, design, and data teams to collect information and monitor initiative status.
• Design, develop, and maintain dashboards and visualizations that provide meaningful performance, capacity, and operational insights for stakeholders.
• Demonstrate an automation-forward mindset, proactively challenging manual processes and implementing sustainable solutions that improve efficiency and scalability.

Required qualifications, capabilities, and skills

• 2+ years of experience or equivalent expertise in program management or performance optimization
• Proven ability to support the implementation of operational effectiveness initiatives
• Prior experience using techniques and tools in relation to data analytics
• Strong analytics and reporting experience, with the ability to translate data into actionable insights and executive-level recommendations.
• Bachelor’s degree in Business or related field
• Exceptional writing, editing, and verbal communication skills, with a proven ability to craft compelling narratives and deliver impactful storytelling tailored for executive-level presentations.
• Proficiency in Microsoft Suite (Word, PowerPoint, Excel), Confluence, and Jira.
• Skilled at translating complex information into clear, engaging, and persuasive messages that resonate with senior audiences.
• Exceptional attention to detail and strong analytical skills.
• Strong organizational and project management skills, with the ability to manage multiple high-priority initiatives simultaneously
• Demonstrated capability to influence, align, and build consensus among stakeholders across the organization to drive successful outcomes.

Preferred qualifications, capabilities, and skills

• Advanced Excel expertise, including complex formulas, pivot tables, Power Query, data modeling, scenario analysis, and large dataset management.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Coordinate across products to collect key inputs, calculate metrics, and develop change initiative materials