US Private Bank Investments Business Management, Senior Associate jobs in United States
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Chase · 3 months ago

US Private Bank Investments Business Management, Senior Associate

Chase is a leading financial institution, and they are seeking a Senior Associate for their US Private Bank Investments Business Management team. In this role, you will drive strategic initiatives, optimize operational efficiency, and support key business decisions while collaborating with industry leaders.

BankingFinancial Services

Responsibilities

Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
Partner with teams to continually promote the client & advisor experience
Communicate effectively with key partners in Legal, Compliance, Risk, Operations, Technology, Digital, Marketing, Strategy, and Supervisory Management to understand projects, determine business requirements, and drive next steps
Project manage and deliver key work streams and tasks
Identify key business risks on the platform and drive resolution of mitigating controls
Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables
Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Qualification

Business ManagementPresentation DevelopmentProject ManagementMS Office ExcelMS Office PowerPointCommunication SkillsOrganization SkillsTime Management

Required

Bachelor's degree in Business, Finance, Economics, or other related area
Prior experience in Business Management or COO role
Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence
Demonstrated ability in dealing with different stakeholder groups and driving the agenda
Excellent communication, organization and project management skills
Ability to articulate and demonstrate thoughtful rationale in design decisions
Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint)
Self-motivated, tenacious and able to work with high degree of independence
Excellent written and oral communication skills
Strong time management and prioritization skills

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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