Finance & Business Management - Senior Associate

JPMorganChase

Chicago (IL)

On-site

USD 86,000 - 125,000

Full time

14 days+
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Job summary

JPMorganChase in New York, NY is seeking a Finance & Business Management Senior Associate to support fast-growing startups and healthcare clients. You will lead strategic initiatives, develop data infrastructure, and provide insights to drive growth and performance across the innovation economy.

The role emphasizes independent and team collaboration, Excel-based analytics, and impactful storytelling for leadership. A strong background in project management and presenting complex data is required.

Qualifications

  • Bachelor’s degree in Business, Finance, Economics, or related area.
  • 6+ years of experience in Business Management or COO role.
  • Proficiency in Excel, Alteryx, and Qlik dashboards.
  • Strong analytical and communication skills.

Responsibilities

  • Provide high-level responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.
  • Project manage and deliver key work streams and tasks.
  • Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions.
  • Communicate effectively with key business partners to understand projects and drive next steps.
  • Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes.
  • Organize complex information strategically and compellingly, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
  • Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards.
  • Perform data-driven trend analysis with effective storytelling, message clarity, and analysis visualization.
  • Communicate key business metrics and their importance, both financial and non-financial, to support data-driven decision-making.
  • Identify key business risks on the platform and drive resolution of mitigating controls.

Skills

Analytical thinking
Executive communication
Presentation skills
Project management
Independent & collaborative work
Stakeholder management
Data storytelling
Team coordination

Education

Bachelor’s degree in Business/Finance/Economics

Tools

Excel
Alteryx
Qlik dashboards

Job description

Finance & Business Management - Senior Associate

New York, NY, United States and 3 more

Job Information

Job Identification: 210770199

Job Category: Business Management

Business Unit: Commercial & Investment Bank

Posting Date: 08/27/2026, 07:21 AM

Locations: 8181 Communications Pkwy Ste C, Plano, TX, 75024, US

Job Schedule: Full time

Base Pay/Salary: New York,NY $104,500.00-$145,000.00; Jersey City,NJ $104,500.00-$145,000.00; Chicago,IL $85,500.00-$125,000.00

Job Description

Join our dynamic Business Management team, where innovation meets strategy. As a trusted advisor, you'll play a pivotal role in supporting fast-growing tech startups and early-stage healthcare companies. Dive into a world where your insights drive key initiatives and optimize business performance. Be part of a team that values creativity, collaboration, and continuous improvement. If you're ready to make an impact, we want to hear from you!

As an Associate in the Innovation Economy Business Management team, you will lead strategic initiatives and provide data-driven insights to support business leaders in optimizing performance and achieving growth goals. With a focus on developing data infrastructure and support for the innovation economy, you will work with tech startups and healthcare companies. Your role will involve executing independent tasks, contributing to strategic initiatives, and providing data-driven insights to support decision-making processes.

Job responsibilities
  • Provide high-level responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.
  • Project manage and deliver key work streams and tasks.
  • Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions.
  • Communicate effectively with key business partners to understand projects and drive next steps.
  • Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes.
  • Organize complex information strategically and compellingly, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
  • Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards.
  • Perform data-driven trend analysis with effective storytelling, message clarity, and analysis visualization.
  • Communicate key business metrics and their importance, both financial and non-financial, to support data-driven decision-making.
  • Identify key business risks on the platform and drive resolution of mitigating controls.
Required qualifications, capabilities and skills
  • Bachelor’s degree in Business, Finance, Economics, or other related area.
  • 6+ years of experience in Business Management or COO role.
  • Strong analytical skills with the ability to interpret complex data and provide actionable insights.
  • Proficiency in software and digital tools such as Excel, Alteryx, and Qlik dashboards.
  • Excellent communication skills, both written and verbal, with the ability to convey complex information clearly.
  • Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders.
  • Attention to detail is a must with continuous focus on design excellence.
  • Demonstrated intellectual curiosity and a proactive approach to learning and problem-solving.
  • Demonstrated ability in dealing with different stakeholder groups and driving the agenda.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Strong organizational skills with attention to detail and the ability to manage multiple priorities.
Preferred qualifications, capabilities and skills
  • Experience working with or supporting tech startups or healthcare and life sciences companies.
  • Familiarity with data visualization tools such as Excel and Qlik dashboards.
  • Knowledge of project management methodologies and tools, such as Agile or Scrum.
  • Experience in developing and implementing data infrastructure solutions.
  • Understanding of financial metrics and performance indicators relevant to the innovation economy.
  • Ability to quickly adapt to new technologies and tools in a fast-paced environment.
  • Strong problem-solving skills with a focus on innovative and creative solutions.
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