Location: New York, NY, United States

Are you ready to shape the future of Finance & Business Management? Join us as a Business Manager and drive innovative AI for Operations initiatives. You will have the opportunity to partner with senior leaders, influence strategy and deliver measurable outcomes. You can grow your career, develop your skills and make a meaningful impact in a collaborative and inclusive environment.

As a Senior Associate, Business Manager within Finance & Business Management, you will support AI for Operations initiatives across the Commercial & Investment Bank. You will partner with leaders in Operations, Digital & Platform Services, Finance and Data & Analytics to deliver transformation, shape strategy and turn data into actionable insights. You will blend portfolio management, operating model design and hands-on execution to achieve measurable outcomes. In this role, you will help us foster operational excellence and support the business in reaching its goals.

Job responsibilities

• Analyze large, complex data sets to develop rigorous business cases and investment memos, identify performance trends and root causes, turn insights into concise executive narratives and recommendations.
• Help define and maintain management OKRs and senior leadership metrics by producing recurring business reviews, performing data checks, and escalating data quality issues; summarize insights for executive audiences and ensure accuracy, clarity, and version control.
• Support business management planning by helping translate leadership priorities into draft sequenced plans, timelines, and budget inputs; track progress against milestones.
• Own headcount and expense forecasting in partnership with Finance, support annual budgeting and monthly/quarterly business reviews.
• Manage allocations and activity-based costing, support cost-to-serve modeling and benchmarking to inform investment priorities. 
• Prepare and deliver materials for senior forums (town halls, Business Reviews, Quarterly Business Reviews), helping the business tell the story with clarity and impact.
• Coordinate deliverables across business managers, finance, technology and operations, drive cross-functional decisioning and issue resolution.
• Support business hygiene and governance (training, access recertifications, resiliency planning, expense approvals, meeting agendas, offsite planning) and support people agenda initiatives and organizational communications.
   

Required qualifications, capabilities and skills

• Bachelors degree required.
• Minimum 5 years of relevant experience in Business Management/COO, Investment Banking, Corporate Strategy, Consulting, or transformation.
• Ability to structure ambiguous problems, synthesize qualitative and quantitative inputs, and communicate data-informed insights and options.
• Advanced communication and storytelling skillsable to distill complexity into compelling narratives for senior audiences.
• Advanced stakeholder management and collaboration skills across multiple levels and functions, as well as ability to influence without direct authority. 
• Highly organized self-starter who balances big-picture thinking with attention to detail; able to prioritize, manage multiple workstreams, and meet deadlines in a fast-moving environment. 
• Proficiency in Excel and PowerPoint (including building polished analyses and presentations). 
   

Preferred qualifications, capabilities and skills

• Experience with AI tooling and implementation.
• Experience with Tableau, Qlik, or similar BI tools.

 

Support AI for Operations initiatives across the Commercial & Investment Bank.