Strategic Finance Business Manager - Senior Associate
3+ months ago• Plano, TX
The Commercial & Investment Bank Finance & Business Management (F&BM) team is seeking a strategic, analytical, and energetic professional to support the Wholesale Lending Services (WLS) organization. This high-impact role ensures senior management across the Commercial & Investment Bank has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives.
Join our F&BM team where you'll partner with senior leaders across Product, Operations, Business Management, and Data & Analytics teams. Drive impactful transformation efforts and enable effective end-to-end execution to achieve strategic objectives.
As a Business Manager Senior Associate in the Commercial & Investment Bank, you will support WLS and develop product investment business cases, conduct portfolio analyses, and provide quantitative and qualitative analysis to drive optimization efforts. Collaborate with leaders to structure complex problems, design management reporting packages, and create executive-level presentations.
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Job Responsibilities:
- Strategic Partnership: Collaborate with WLS leaders and F&BM colleagues to develop robust product investment business cases and key performance indicators (KPIs) that align with strategic goals.
- Advanced Financial Modeling: Leverage your strong technical and financial modeling skills to conduct in-depth portfolio analyses and identify lucrative investment opportunities.
- Operational Efficiency: Analyze operational throughput to uncover efficiency opportunities and drive impactful transformation efforts.
- Data-Driven Decision Making: Lead comprehensive data-driven analyses to provide transparency and enable informed decision-making at the highest levels of the organization.
- Strategic Development: Analyze data, assess KPI trends, and contribute to the development of the WLS strategy, ensuring alignment with organizational objectives.
- Executive Communication: Design and deliver compelling executive-level presentations using PowerPoint PitchPro+ to communicate business results and strategic initiatives.
Required Qualifications, Skills, and Capabilities:
- Bachelor's degree.
- 4+ years of experience in financial data analysis and storytelling.
- Strong PowerPoint, Excel, and Word skills required.
- Ability to work collaboratively and develop strong partnerships with employees at multiple levels.
- Strong presentation skills and ability to communicate initiatives effectively.
- Strong verbal and written communication skills.
- Ability to produce results in a fast-paced environment.
- Ability to interpret and present complex data.
- Strong attention to detail and solid work ethic.
- Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
- Excellent problem-solving and critical thinking skills.
Preferred Qualifications, Skills, and Capabilities:
- Experience in financial services or a related field.
- Familiarity with data visualization tools and techniques.
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 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
ABOUT THE TEAM
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.
Client-provided location(s): Plano, TX
Job ID: JPMorgan-210628634
Employment Type: FULL_TIME
Posted: 2025-05-30T11:55:21
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