Direct Lending Business Manager, Senior Associate

JPMorganChase; New York (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution is looking for a Senior Associate Business Manager for Direct Lending in New York, NY. This role involves strategic partnership with senior leadership, financial analysis, and project management to support business growth and operational efficiency. Ideal candidates should have over 5 years of experience in financial services, excellent communication skills, and proficiency in Excel and CRM systems. Competitive compensation and benefits are offered.

Qualifications

• 5+ years of relevant work experience in strategy, financial planning, or sales operations.
• Financial Services experience and proven track record in project management.
• Highly motivated self-starter with ability to work independently.

Responsibilities

• Act as strategic partner to senior leaders in Direct Lending.
• Collaborate across finance and business management to execute strategic initiatives.
• Drive process improvement and efficiency through innovative solutions.

Skills

Strategic management

Financial analysis

Project management

Communication

Presentation skills

Problem-solving

Analytical skills

Education

BA / BS degree in Business, Finance, or Economics

Tools

Excel

PowerPoint

CRM systems

Job description

Direct Lending Business Manager, Senior Associate

Join to apply for the Direct Lending Business Manager, Senior Associate role at JPMorganChase

Direct Lending Business Manager, Senior Associate

Join to apply for the Direct Lending Business Manager, Senior Associate role at JPMorganChase

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Job Description

The Business Management organization acts as trusted partners and advisors to the business with a goal to develop business strategies, drive execution and implementation of business initiatives and priorities. The Business Management function is responsible for the coordination and delivery of all required finance and business support. The Capital & Advisory Solutions group is looking for an exceptional Business Manager as part of the team supporting Direct Lending. You will be a key partner to senior leaders in the business, helping to scale the operating platform and drive the business agenda for Direct Lending, a strategic growth imperative at the firmwide level. You will bring a strong understanding of financial operations and an ability to drive strategic dialogue across the organization, inform decision-making, proactively solve problems, and provide analytical insight and business judgment in support of strategic and tactical initiatives.

Job Description

The Business Management organization acts as trusted partners and advisors to the business with a goal to develop business strategies, drive execution and implementation of business initiatives and priorities. The Business Management function is responsible for the coordination and delivery of all required finance and business support. The Capital & Advisory Solutions group is looking for an exceptional Business Manager as part of the team supporting Direct Lending. You will be a key partner to senior leaders in the business, helping to scale the operating platform and drive the business agenda for Direct Lending, a strategic growth imperative at the firmwide level. You will bring a strong understanding of financial operations and an ability to drive strategic dialogue across the organization, inform decision-making, proactively solve problems, and provide analytical insight and business judgment in support of strategic and tactical initiatives.

As the Senior Associate Business Manager within the Direct Lending group, you will maintain operating discipline, develop business strategies, and collaborate with diverse stakeholders across the Global Banking franchise, including Corporate & Specialized Industries, Global Corporate Banking, and Investment, to ensure the effective delivery of strategic finance and business management functions to senior leadership.

Job Responsibilities

• Act as strategic partner to senior leadership and managers for Direct Lending stakeholders, leveraging operational experience, data and analytical insights to scale the operating model and assist with the development and execution of business and financial plans
• Collaborate across finance, business management and other functional areas to understand and communicate results, execute strategic initiatives, and monitor outcomes
• Establish and maintain end-to-end operating model to track Direct Lending deals across the life cycle of pipeline, credit decisions, closing, portfolio management / analytics, financial reporting, credit reporting, and cross-Line of Business tracking for sharing revenue and collaboration
• Identify areas for continued process improvement and efficiency by generating innovative ideas and solutions, and working with tech partners to implement strategic CRM solutions
• Work closely with the financial planning and analytics function to assess business performance, define drivers of outcomes, document areas of opportunity, and execution plans to drive change
• End-to-end executive-level reporting
  
  

Required Qualifications, Capabilities And Skills

• 5+ years of relevant work experience in strategy, financial planning, business management, or sales operations
• Financial Services experience, and/or Business management and/or project management experience
• Highly motivated self-starter with ability to work with a high degree of independence
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders, including senior management
• Strong project management skills, with demonstrated ability to execute strategic agenda
• Excellent verbal and written communication skills with the ability to present information in differing degrees of detail and form depending on the audience
• Expertise in Excel, PowerPoint, and proficiency in CRM systems
• BA / BS degree in Business, Finance, Economics, or other related area
  
  

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

About The Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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