Investment Banking Business Management - Associate

Next Frontier Capital; New York (NY); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

On-site wellness

Job summary

JPMorgan Chase & Co. in New York seeks an Associate Business Manager to support leadership across Global Banking and Global Investment Banking, translating strategic priorities into actionable plans and maintaining operating cadences.

The role requires collaboration with product, coverage, finance, risk, legal, and technology, delivering executive-ready materials and timely follow-ups to keep initiatives on track.

Qualifications

• Minimum 3 years of relevant experience in Business Management/COO, Investment Banking, Corporate Strategy, Consulting, or a similar role.
• Advanced written and verbal communication; ability to produce clear, executive-ready materials and build relationships across functions.
• Proficiency in Excel and PowerPoint (including building polished analyses and presentations).
• Experience supporting cross-functional initiatives end-to-end and working with senior stakeholders.

Responsibilities

• Support business management planning by translating leadership priorities into draft plans, timelines, and budget inputs; track milestones.
• Coordinate client agendas by maintaining cadence for account plan updates and client reviews; compile inputs and performance metrics.
• Define and maintain management KPIs and senior leadership metrics by producing recurring reporting and summarizing insights for executives.
• Prepare materials for business reviews and governance by drafting content and ensuring accuracy and version control.
• Develop product and business knowledge to analyze datasets, identify trends, and surface takeaways for stakeholder discussion.
• Support cross-functional initiatives with product, technology, risk, legal, and finance by coordinating meetings and tracking deliverables.
• Assist as a liaison for technology initiatives by capturing requirements and organizing backlogs; ensure outputs align to outcomes.
• Contribute to reporting modernization and automation by identifying manual steps and standardizing metrics and dashboards.
• Manage day-to-day execution for executive requests by triaging asks and ensuring follow-through; escalate risks early.
• Support operating cadences by building agendas, preparing pre-reads, and tracking actions for transparency.

Skills

Excel

PowerPoint

Communication

Cross-functional collaboration

Data analysis

Project coordination

Attention to detail

Time management

Tools

Tableau

Sigma

Qlik

Job description

Priority Initiatives Business Management is supporting the Global Investment Banking Central Coverage business, which is a key component of Global Investment Banking and more broadly Global Banking.

Operating within Global Finance & Business Management, the Business Manager partners with senior coverage executives and other senior leaders across Global Banking and Finance & Business Management as a trusted advisor—shaping strategy, optimizing performance, and ensuring disciplined execution.

As an Associate Business Manager in the Priority Initiatives Business Management team, you will support leaders across Global Banking and Global Investment Banking in managing and optimizing business performance. You’ll work closely with a VP Business Manager and partner with stakeholders across product, coverage, finance, risk, legal, and technology to translate strategic priorities into actionable plans, maintain operating cadences, and coordinate cross-functional execution. You will be expected to respond quickly to time-sensitive deliverables, apply advanced analytical skills to develop insights and options, and produce clear, executive-ready materials that help leadership make decisions. Success in this role requires dynamic relationship management and communication skills, sound judgment on prioritization, attention to detail, and a consistent focus on delivery.

Job responsibilities

• Support business management planning by helping translate leadership priorities into draft sequenced plans, timelines, and budget inputs; track progress against milestones.
• Coordinate the client agenda by maintaining the cadence for account plan updates and client reviews; compile coverage inputs, relationship status updates, revenue opportunity notes, prioritization lists, and performance metrics.
• Help define and maintain management KPIs and senior leadership metrics by producing recurring reporting, performing data checks, and escalating data quality issues; summarize insights for executive audiences.
• Prepare and refine materials for business reviews and governance (e.g., decision memos, narratives, performance readouts) by drafting content, consolidating inputs, and ensuring accuracy, clarity, and version control.
• Develop product and business knowledge to analyze datasets, identify trends, and surface observations; propose initial takeaways and questions for stakeholder discussion.
• Support cross-functional initiatives with product, technology, risk, legal, and finance by coordinating meetings, documenting decisions/actions, tracking deliverables, and ensuring timely follow-ups to keep workstreams on plan.
• Assist as a liaison for technology initiatives by capturing requirements, organizing enhancement backlogs, tracking status, and communicating updates; help ensure delivered outputs align to stated outcomes.
• Contribute to reporting modernization and process automation by identifying manual steps, documenting current-state processes, testing enhancements, and helping standardize metrics and dashboard definitions.
• Manage day-to-day execution for executive requests by triaging asks, gathering inputs quickly, preparing draft responses/materials, and ensuring follow-through; **escalate risks and blockers early.**
• Support operating cadences and stakeholder management by building agendas, preparing pre-reads, capturing minutes/action items, and maintaining trackers that promote transparency and accountability.

Required qualifications, capabilities and skills

• Minimum 3 years of relevant experience in Business Management/COO, Investment Banking, Corporate Strategy, Consulting, or a similar role.
• Ability to structure ambiguous problems, synthesize qualitative and quantitative inputs, and communicate data-informed insights and options.
• Experience supporting cross-functional initiatives end-to-end (planning, coordination, tracking, and delivery) and working with senior stakeholders; able to operate with appropriate guidance.
• Advanced written and verbal communication; ability to produce clear, executive-ready materials and build relationships across functions.
• Highly organized self-starter who balances big-picture thinking with attention to detail; able to prioritize, manage multiple workstreams, and meet deadlines in a fast-moving environment.
• Proficiency in Excel and PowerPoint (including building polished analyses and presentations).
• Interest in building investment banking product and sector knowledge over time.

Preferred qualifications, capabilities and skills

• Familiarity with Tableau, Sigma, Qlik, or similar BI tools is a plus.

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).

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

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. Join us to shape strategy, optimize performance, and ensure disciplined execution within Global Banking.