Full Job Description

Location: Plano, TX, United States

The Commercial & Investment Bank Finance & Business Management (F&BM) team is seeking a strategic, analytical, and energetic professional to support the Wholesale Lending Services (WLS) organization. This high-impact role ensures senior management across the Commercial & Investment Bank has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives.

Join our F&BM team where you'll partner with senior leaders across Product, Operations, Business Management, and Data & Analytics teams. Drive impactful transformation efforts and enable effective end-to-end execution to achieve strategic objectives.

As a Business Manager Senior Associate in the Commercial & Investment Bank, you will support WLS and develop product investment business cases, conduct portfolio analyses, and provide quantitative and qualitative analysis to drive optimization efforts. Collaborate with leaders to structure complex problems, design management reporting packages, and create executive-level presentations.

Job Responsibilities:

Strategic Partnership: Collaborate with WLS leaders and F&BM colleagues to develop robust product investment business cases and key performance indicators (KPIs) that align with strategic goals.
Advanced Financial Modeling: Leverage your strong technical and financial modeling skills to conduct in-depth portfolio analyses and identify lucrative investment opportunities.
Operational Efficiency: Analyze operational throughput to uncover efficiency opportunities and drive impactful transformation efforts.
Data-Driven Decision Making: Lead comprehensive data-driven analyses to provide transparency and enable informed decision-making at the highest levels of the organization.
Strategic Development: Analyze data, assess KPI trends, and contribute to the development of the WLS strategy, ensuring alignment with organizational objectives.
Executive Communication: Design and deliver compelling executive-level presentations using PowerPoint PitchPro+ to communicate business results and strategic initiatives.

Required Qualifications, Skills, and Capabilities:

Bachelor’s degree.
4+ years of experience in financial data analysis and storytelling.
Strong PowerPoint, Excel, and Word skills required.
Ability to work collaboratively and develop strong partnerships with employees 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 and critical thinking skills.

Preferred Qualifications, Skills, and Capabilities:

Experience in financial services or a related field.
Familiarity with data visualization tools and techniques.

Business Manager - Senior Associate

Bulge Bracket Investment Banks

16 days ago

clicks

Strategic Finance Business Manager - Senior Associate

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Dallas

Country: United States

Senior Associate supporting Wholesale Lending Services within the Commercial & Investment Bank, providing strategic finance and business management insight. Partner with senior leaders across Product, Operations, Business Management, and Data & Analytics to build product investment business cases, conduct portfolio analyses, and uncover operational efficiencies. Lead advanced financial modeling and data-driven analyses, design executive-level reporting and presentations, and communicate KPI trends to inform decision-making. Drive transformation efforts and enable end-to-end execution to achieve strategic objectives.

Apply now

Full Job Description

Location: Plano, TX, United States

Job Responsibilities:

Strategic Partnership: Collaborate with WLS leaders and F&BM colleagues to develop robust product investment business cases and key performance indicators (KPIs) that align with strategic goals.
Advanced Financial Modeling: Leverage your strong technical and financial modeling skills to conduct in-depth portfolio analyses and identify lucrative investment opportunities.
Operational Efficiency: Analyze operational throughput to uncover efficiency opportunities and drive impactful transformation efforts.
Data-Driven Decision Making: Lead comprehensive data-driven analyses to provide transparency and enable informed decision-making at the highest levels of the organization.
Strategic Development: Analyze data, assess KPI trends, and contribute to the development of the WLS strategy, ensuring alignment with organizational objectives.
Executive Communication: Design and deliver compelling executive-level presentations using PowerPoint PitchPro+ to communicate business results and strategic initiatives.

Required Qualifications, Skills, and Capabilities:

Bachelor’s degree.
4+ years of experience in financial data analysis and storytelling.
Strong PowerPoint, Excel, and Word skills required.
Ability to work collaboratively and develop strong partnerships with employees 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 and critical thinking skills.

Preferred Qualifications, Skills, and Capabilities:

Experience in financial services or a related field.
Familiarity with data visualization tools and techniques.

Business Manager - Senior Associate

Job Details

Strategic Finance Business Manager - Senior Associate

Full Job Description

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