Senior Product Portfolio Operations Associate - Chief Analytics Office

JPMorgan Chase; New York (NY); On-site; USD 91,200 - 140,000; Full time

Job summary

JPMorganChase in New York, NY seeks a program-focused professional to synchronize cross-product efforts and interpret operations data for growth opportunities. You will shape change initiatives, coordinate portfolios, and ensure audit-ready documentation across CAO initiatives.

You will build automated reporting pipelines using Python, dashboards in Tableau, and advanced Excel, while collaborating with a broad stakeholder base and leveraging Monday.com, Alteryx, and APIs for reliable, repeatable

Qualifications

• 3+ years of experience in program management or performance optimization.
• Proven ability to implement operational effectiveness initiatives.
• Experience with product development lifecycle, agile methodologies.
• Strong Python skills for automated workflows and reporting.
• Strong data analytics with advanced Excel, including pivot tables.
• Experience producing dashboards in Tableau and maintaining MI.
• Experience integrating platforms via APIs and workflow automation tools (Alteryx).
• Audit-ready governance, documentation standards, and cross-team collaboration.

Responsibilities

• Create synergies across products to meet business objectives.
• Collect inputs to define cross-product priorities and trade-offs.
• Compute metrics for portfolio management and analyze data for opportunities.
• Develop change initiative materials and timelines.
• Support product-level collection strategy (controls, financials, resources).
• Run core portfolio coordination processes (intake, prioritization, cadence, status packs, dependencies).
• Collaborate on automated reporting and book-of-work using Python and Tableau.
• Deliver leadership-ready views by shaping datasets and QA checks.
• Link work-management tools (e.g., Monday.com) to firm data via APIs and workflows.
• Thicken team capability by maintaining and extending automation assets and runbooks.
• Communicate clearly with stakeholders and drive process improvements.

Skills

Python

Advanced Excel

Tableau

APIs

PowerPoint

MS Teams

SharePoint

Communication

Tools

Alteryx

Monday.com

Job description

Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation.

Responsibilities

• Creates synergies across products to ensure successful delivery against business objectives.

• Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs.

• Calculates metrics for portfolio management operations and analyzes data for areas of opportunity.

• Develops change initiative materials and change timelines.

• Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs.

• Primarily, run core portfolio coordination processes across the CAO portfolio (research and applied initiatives), including intake, prioritization views, cadence management, status packs, dependency management, and decision/action follow-through, while ensuring consistency across core portfolio artifacts, and maintaining audit-ready documentation.

• Secondarily, collaborate on and support automated reporting and book-of-work management using strong/sound Python and/or similar scripting languages, to help build repeatable pipelines and workflows that take defined "cuts" of data, schedule refreshes, perform validation checks, and publish consistent outputs into visual reporting and dashboards (including but not limited to Tableau) to meet team and line-of-business stakeholder reporting needs.

• Deliver high-quality analytics and leadership-ready "views" by shaping datasets, pivoting and summarizing inputs, performing QA/reconciliation checks, and turning the numbers into clear narrative insights using advanced Excel (including pivot tables, structured datasets, and lookups/models as appropriate) for both internal governance and partner-facing updates.

• Link work-management tools (e.g., Monday.com) to firmwide data sources via APIs and workflow tools (e.g., Alteryx or comparable), with appropriate access controls, documentation, and resilient operating procedures that support reliable run, support, and handover across multiple stakeholder groups.

• "Thicken" team capability by confidently picking up automation assets and Python scripts created by others, running them reliably, maintaining them, and refactoring/extending them where needed to scale reusable reporting and portfolio workflows, supported by clear handover notes and run instructions.

• Communicate clearly with a broad stakeholder set (including line-of-business partners), producing crisp written updates and confident verbal briefings while operating with initiative, autonomy, and strong collaboration habits, including proactively identifying process improvement opportunities and driving them through to implementation.

Required Qualifications, Capabilities, and Skills

• 3+ years of experience or equivalent expertise in program management or performance optimization.

• Proven ability to implement operational effectiveness initiatives.

• Prior working exposure to operations of the product development life cycle and agile methodologies.

• Strong/sound Python skills, including building and maintaining automated workflows for portfolio and management-information reporting (data extraction, transformation, validation, scheduling, and publishing outputs).

• Strong data analytics capability, including advanced Excel skills (explicitly including pivot tables) and the ability to extract/pull data, structure and QA datasets, and turn fragmented inputs into coherent, decision-ready portfolio views for leadership and line-of-business audiences.

• Experience producing dashboards and visual reporting (including but not limited to Tableau), including maintaining recurring management information and ensuring consistent definitions, metrics, and presentation for stakeholder consumption.

• Experience integrating platforms and datasets via APIs and workflow automation tooling (e.g., Alteryx or comparable), with an operations mindset around reliability, documentation, and supportability.

• Proven portfolio operations discipline, including governance cadence, documentation standards, and consistently audit-ready outputs.

• Highly proficient with all MS Suite, i.e. strong PowerPoint skills, and ability to effectively manage information and documentation through MS Teams and SharePoint.

• Strong written and verbal communication skills, with confidence engaging stakeholders across seniority levels and functions, including line-of-business partners.

• Ability to take direction while working autonomously, managing multiple priorities, and continuously improving processes and outcomes.

Preferred Qualifications, Capabilities, and Skills

• Experience supporting AI/ML and applied analytics or other data-intensive portfolios, including familiarity with both research-style operating models and delivery/implementation rhythms.

• Familiarity with work-management platforms such as Monday.com (or similar) and portfolio reporting structures across multiple tooling ecosystems.

• Experience implementing lightweight controls for automated reporting (e.g., reconciliation/validation checks, version discipline, documentation, clear runbooks, and reproducibility).

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

Base Pay/Salary

New York, NY $91,200.00 - $140,000.00 / year