Business Transformation Associate
Shape the future of business transformation by advancing digital adoption and intelligent automation. Be at the heart of process improvement that elevates efficiency and customer impact. Unlock your potential by collaborating across operations and technology to deliver scalable solutions. Make your mark by standardizing tools, accelerating delivery, and driving measurable outcomes.
Job Summary
As a Business Transformation Associate in Global Banking Client Service, you bridge technology solutions and operational needs to deliver automation and process improvements. You evaluate solution feasibility, recommend options, and translate business requirements into clear technical specifications. You create test cases, support user acceptance testing, and troubleshoot issues to ensure high-quality delivery. You partner with stakeholders to maintain visibility, align objectives, and sustain change through training and documentation.
Job Responsibilities
- Conduct requirements gathering via interviews, workshops, and surveys; analyze process documents and workflows for solution feasibility.
- Collaborate with business users, managers, and technology teams to align expectations and maintain project visibility.
- Create detailed documentation, including business requirements, functional specifications, use cases, test cases, and user stories.
- Develop test plans and test cases; conduct user acceptance testing and incorporate stakeholder feedback.
- Assist project managers with planning, execution, progress tracking, and reporting on status, risks, and issues; manage small-scale projects as needed.
- Prepare training materials, deliver training sessions, and support the transition of new processes and systems.
- Provide training for new joiners and aspiring citizen developers; perform minor coding when required.
Required Qualifications, Capabilities, and Skills
- Two years of direct experience managing automation projects.
- Two years of experience in back-office or shared services operations, with involvement in automation and process improvement.
- Strong understanding of business requirements document creation, business case development, and testing practices.
- Experience with project management methodology.
- Proficiency with automation or RPA tools and analytics platforms such as Tableau and Alteryx, with completed projects.
- Proven ability to manage cross-country stakeholder meetings and communicate clearly in writing and speech.
- Strong writing skills for updates, business requirements, business cases, and technical communications.
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Preferred Qualifications, Capabilities, and Skills
- Experience in transactional processes, including settlements, account opening, payments, and account offboarding.
- Educational background in Finance, IT, Engineering, or MIS.
- Certifications such as Lean Six Sigma, PMP, UiPath, Alteryx, Tableau, or Power BI.
ABOUT US
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 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.
ABOUT THE TEAM
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion