JPMorganChase · 1 day ago
Investments Business Management Associate - Private Bank
Miami, FL
Full-time
Onsite
Senior Level
5+ years expJPMorgan Chase is one of the oldest financial institutions, providing innovative financial solutions globally. The Investments Business Management Associate role involves supporting the Latin America and Global Families Group Head of Investments by driving strategic initiatives, managing complex projects, and collaborating with senior stakeholders across various regions.
Asset ManagementBankingFinancial Services
Responsibilities
Drive business priorities by communicating effectively with Latin America and Global Families Group leadership teams to identify, present, and drive business priorities and expected deliverables
Lead complex projects by managing and steering topics using project management skills, leading meetings with subject matter experts and functional partners
Create and deliver impactful presentations compelling presentations for leadership meetings, committees, forums, and front office regional and market huddles
Build and maintain strategic relationships with key stakeholders, leveraging your influence to navigate the organization and implement business priorities
Gain a deep understanding of the Investments business and represent its interests in working group sessions, becoming the voice of Investments
Be the voice of the front office in senior functional partner meetings, ensuring the business's voice is heard and prioritized
Participate in collaborative initiatives with team members and global teams, continually seeking ways to simplify, improve, and add value to existing business processes
Identify business risks in partnership with Controls, enhancing the overall control framework for the Investments business
Support audit, regulatory, and compliance deliverables by driving specific action plans and ensuring timely completion
Provide a high level of responsiveness to Front office ad-hoc requests related to approval and run monitoring process in partnership with our Offshore colleagues
Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
Qualification
Required
Bachelor's degree in Finance, Business Administration, Economics, or a related field
5+ years in the private banking/investment industry, business management, or a related field, with a strong understanding of business development, sales management, and business planning
Proven experience managing and steering complex projects end-to-end, with the ability to lead meetings with subject matter experts and functional partners
Demonstrated ability to create and deliver compelling, high-quality presentations and reports for leadership meetings, committees, and other key gatherings; attention to detail and design excellence is a must
Exceptional verbal and written communication skills, with the ability to effectively present complex information to senior leadership and stakeholders
Strong interpersonal skills with a proven track record of developing and maintaining strategic relationships with key stakeholders
Strong analytical and problem-solving skills, with the ability to proactively identify business risks and enhance the control framework
Advanced proficiency in Microsoft Excel and PowerPoint, and experience using collaboration tools such as SharePoint; strong interest for Automation and AI
Familiarity with audit, regulatory, and compliance requirements, with experience in driving specific action plans and ensuring timely completion
Self-motivated, tenacious, and able to work with a high degree of independence; capable of exercising forceful, yet sensible leadership and willing to make tough/unpopular decisions
Strong time management and prioritization skills, with a high level of responsiveness to day-to-day tasks and executive ad-hoc requests
Experience in participating in collaborative initiatives with team members and global managers, continually seeking ways to simplify, improve, and add value to existing business processes
Experience working in a multicultural environment, with the ability to navigate and influence within a diverse organizational structure
Preferred
MBA or other advanced degree
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
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.
10001+ employees
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 CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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