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

Client Onboarding & Documentation Business Manager - Senior Associate

position575 Washington Blvd, Jersey City, NJ, 07310, US
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$104K/yr - $145K/yr
date5+ years exp

Chase, a leading financial institution, is seeking a strategic and analytical Client Onboarding & Documentation Business Manager. This role involves partnering with senior leaders to develop business cases, conduct portfolio analyses, and provide data-driven insights to drive optimization and strategic decision-making within the Investment Bank.

BankingFinancial Services

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 analysisPowerPointExcelData interpretationPresentation skillsCommunication skillsProblem-solvingCritical thinkingAttention to detailCollaboration

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

Chase

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Glassdoor3.9
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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

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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Recent News

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Apple And Chase Announced That Chase Will Become The New Issuer Of Apple Card
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Company data provided by crunchbase