Investment Banking Strategy & Execution Lead

JPMorganChase

New York (NY)

On-site

USD 90,000 - 130,000

Full time

14 days+
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Job summary

JPMorganChase is seeking an Associate Business Manager within Priority Initiatives Business Management supporting Global Investment Banking Central Coverage. You will partner with senior leaders to translate strategic priorities into actionable plans, maintain operating cadences, and coordinate cross-functional execution across product, coverage, finance, risk, legal, and technology.

You will respond quickly to time-sensitive deliverables, apply advanced analytical skills to develop insights,

Qualifications

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

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.

Skills

Problem structuring
Cross-functional collaboration
Executive communication
Organization & prioritization
Excel & PowerPoint
BI knowledge interest

Tools

Tableau
Sigma
Qlik

Job description

JPMorganChase is seeking an Associate Business Manager within Priority Initiatives Business Management supporting Global Investment Banking Central Coverage. You will partner with senior leaders to translate strategic priorities into actionable plans, maintain operating cadences, and coordinate cross-functional execution across product, coverage, finance, risk, legal, and technology.

You will respond quickly to time-sensitive deliverables, apply advanced analytical skills to develop insights,

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