Client Onboarding & Documentation Business Manager - Senior Associate jobs in United States
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JPMorganChase · 2 weeks ago

Client Onboarding & Documentation Business Manager - Senior Associate

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of clients. They are seeking a Client Onboarding & Documentation Business Manager - Senior Associate to support the Client Onboarding & Documentation business, ensuring visibility into major initiatives and providing data-driven insights for transformation efforts.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts
Utilize large and complex datasets to conduct portfolio analyses and drive investment opportunities
Analyze and monitor operational throughput to identify efficiency opportunities
Provide quantitative and qualitative analysis to support optimization decisions
Assess KPI trends and create impactful analysis to assist in developing business strategy
Lead data-driven analyses to provide transparency and enable decision-making
Structure complex problems into simple, easy-to-understand frameworks
Design management reporting packages to communicate business results transparently
Create executive-level presentations using PowerPoint PitchPro+
Communicate directly and effectively with all levels of the organization
Collaborate and partner with peers across business and staff areas to achieve goals

Qualification

Financial data analysisData-driven insightsPowerPointExcelCommunication skillsProblem-solvingTeam playerAttention to detailCritical thinkingPresentation skills

Required

Bachelor's degree
Minimum 5 years of experience in financial data analysis and storytelling
Strong PowerPoint, Excel, and Word skills
Ability to work collaboratively and develop strong partnerships 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, critical thinking skills, and ability to work independently as a mature, organized team player

Preferred

Experience achieving goals without direct control over all resources
Experience developing strong, positive relationships with business stakeholders

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase