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JPMorganChase

Finance & Business Management - Senior Associate

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Hybrid
Plano, TX
Senior level
Hybrid
Plano, TX
Senior level
Lead strategic initiatives and project workstreams for business leaders supporting technology startups and healthcare companies. Deliver executive presentations, dashboards, wireframes, trend analyses, and financial and non-financial performance insights. Coordinate team activities, communicate with stakeholders, improve business processes, and identify platform risks and mitigating controls. The role requires strong analytical, organizational, communication, presentation, and data visualization skills.
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Join our dynamic Business Management team, where innovation meets strategy. As a trusted advisor, you'll play a pivotal role in supporting fast-growing tech startups and early-stage healthcare companies. Dive into a world where your insights drive key initiatives and optimize business performance. Be part of a team that values creativity, collaboration, and continuous improvement. If you're ready to make an impact, we want to hear from you!

As an Associate in the Innovation Economy Business Management team, you will lead strategic initiatives and provide data-driven insights to support business leaders in optimizing performance and achieving growth goals. With a focus on developing data infrastructure and support for the innovation economy, you will work with tech startups and healthcare companies. Your role will involve executing independent tasks, contributing to strategic initiatives, and providing data-driven insights to support decision-making processes.

Job responsibilities 

  • Provide high-level responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.
  • Project manage and deliver key work streams and tasks.
  • Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions.
  • Communicate effectively with key business partners to understand projects and drive next steps.
  • Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes.
  • Organize complex information strategically and compellingly, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
  • Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards.
  • Perform data-driven trend analysis with effective storytelling, message clarity, and analysis visualization.
  • Communicate key business metrics and their importance, both financial and non-financial, to support data-driven decision-making.
  • Identify key business risks on the platform and drive resolution of mitigating controls.

Required qualifications, capabilities and skills 

  • Bachelor’s degree in Business, Finance, Economics, or other related area.

  • 6+ years of experience in Business Management or COO role.

  • Strong analytical skills with the ability to interpret complex data and provide actionable insights.

  • Proficiency in software and digital tools such as Excel, Alteryx, and Qlik dashboards.

  • Excellent communication skills, both written and verbal, with the ability to convey complex information clearly.

  • 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 intellectual curiosity and a proactive approach to learning and problem-solving.

  • Demonstrated ability in dealing with different stakeholder groups and driving the agenda.

  • Ability to work independently and collaboratively in a fast-paced environment.

  • Strong organizational skills with attention to detail and the ability to manage multiple priorities.

 

Preferred qualifications, capabilities and skills 

  • Experience working with or supporting tech startups or healthcare and life sciences companies.
  • Familiarity with data visualization tools such as Excel and Qlik dashboards.
  • Knowledge of project management methodologies and tools, such as Agile or Scrum.
  • Experience in developing and implementing data infrastructure solutions.
  • Understanding of financial metrics and performance indicators relevant to the innovation economy.
  • Ability to quickly adapt to new technologies and tools in a fast-paced environment.
  • Strong problem-solving skills with a focus on innovative and creative solutions.

 


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 TeamJ.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. 

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