Senior Associate, Business Manager - Shared Services

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks a Senior Associate, Business Manager – Shared Services to bring storytelling with financial data and strategic insight to the Client Onboarding & Service Finance & Business Management team.

You will partner with senior stakeholders to package projections, communicate performance trends, and support budgeting and headcount forecasting while driving efficient operations and timely reporting.

Qualifications

• 5+ years in client onboarding, service, project management, or finance with storytelling focus.
• Ability to build dynamic partnerships with multiple stakeholders.
• Advanced PowerPoint skills; ability to repurpose content and design materials.
• Intermediate Excel; automation and data visualization.

Responsibilities

• Prepare executive presentations by packaging projections and performance trends.
• Design reporting packages to communicate results clearly.
• Coordinate operations with business managers, finance, project managers, and senior stakeholders.
• Analyze complex data sets and KPI trends to inform strategy.
• Budget and forecast headcount and expenses.

Skills

Storytelling with data

Presentation skills

PowerPoint

PitchPro

Excel proficiency

Cross-functional collaboration

Problem solving

Attention to detail

Prioritization

Stakeholder management

Cross-team leadership

Data analysis

Tools

PowerPoint

PitchPro

Job description

The Client Onboarding & Service Finance & Business Management team is seeking a professional to support Shared Services, who has a penchant for story‑telling with financial data and a desire to be strategic and operates with a sense of urgency.

As a Senior Associate, Business Manager – Shared Services in our Client Onboarding & Service Finance & Business Management team, you will have a high impact, large remit opportunity to ensure that senior management across the Global Bank have visibility into major Client Onboarding & Service initiatives, metrics, financials, and insights. Our goal is to support business growth while playing a key role in client retention through their onboarding and servicing experience.

Job responsibilities

• Partner with Client Onboarding & Service and Finance & Business Management to understand the business and their key objectives to be able to prepare executive presentations – ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story
• Design management for reporting packages to communicate business results in a transparent and concise manner
• Coordinate operations & deliverables with other business managers, finance, project managers, and senior stakeholders across the firm
• Analyze complex data sets, assess KPI trends, and create impactful insights using statistical analysis tools to assist in strategy development
• Partner with Client Onboarding & Service and Finance & Business Management team to budget and forecast headcount and expense

Required qualifications, capabilities and skills

• At least 5 years of experience in Client Onboarding & Service, project management, or finance in roles that required an advanced skillset in storytelling and context setting
• Ability to work collaboratively; develop dynamic partnership with multiple levels of stakeholders and integrate with the business
• Advanced presentation skills (PowerPoint and/or PitchPro) with an expectation to repurpose standard content, as well as design & build – accounts for ~50% of role
• Intermediate Excel Skills – Proficiency in using more complex functions with an instinct for automation and visualization
• Ability to interpret and present complex data with an advanced attention to detail and in an engaging manner
• Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
• Excellent problem solving, resourcefulness and critical thinking skills
• Naturally curious, with a desire to use data to promote efficiency or improve outcomes
• Operate with a sense of urgency and know how to prioritize accordingly

Preferred qualifications, capabilities and skills

• Experience in Process and/or Continuous Improvement
• Cross-Functional Leadership – Demonstrated ability to lead and collaborate effectively across diverse teams and departments
• Dynamic Stakeholder Management – Proven expertise in building and maintaining relationships with key stakeholders, ensuring alignment and effective communication to support strategic goals and project success

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).