Investment Banking Business Management - Associate

About the Role

As an Associate Business Manager in the Priority Initiatives Business Management team, you will support leaders across Global Banking and Global Investment Banking in managing and optimizing business performance. Operating within Global Finance & Business Management, you'll partner with senior coverage executives and other leaders as a trusted advisor, shaping strategy, optimizing performance, and ensuring disciplined execution.

Responsibilities

• Support business management planning by translating leadership priorities into draft sequenced plans, timelines, and budget inputs; track progress against milestones.
• Coordinate the client agenda by maintaining the cadence for account plan updates and client reviews; compile coverage inputs, relationship status updates, revenue opportunity notes, prioritization lists, and performance metrics.
• Help define and maintain management KPIs and senior leadership metrics by producing recurring reporting, performing data checks, and escalating data quality issues; summarize insights for executive audiences.
• Prepare and refine materials for business reviews and governance (e.g., decision memos, narratives, performance readouts) by drafting content, consolidating inputs, and ensuring accuracy, clarity, and version control.
• Develop product and business knowledge to analyze datasets, identify trends, and surface observations; propose initial takeaways and questions for stakeholder discussion.
• Support cross-functional initiatives with product, technology, risk, legal, and finance by coordinating meetings, documenting decisions/actions, tracking deliverables, and ensuring timely follow-ups.
• Assist as a liaison for technology initiatives by capturing requirements, organizing enhancement backlogs, tracking status, and communicating updates; ensure delivered outputs align with stated outcomes.
• Contribute to reporting modernization and process automation by identifying manual steps, documenting current-state processes, testing enhancements, and helping standardize metrics and dashboard definitions.
• Manage day-to-day execution for executive requests by triaging asks, gathering inputs quickly, preparing draft responses/materials, and ensuring follow-through; escalate risks and blockers early.
• Support operating cadences and stakeholder management by building agendas, preparing pre-reads, capturing minutes/action items, and maintaining trackers that promote transparency and accountability.

Qualifications

• Minimum 3 years of relevant experience in Business Management/COO, Investment Banking, Corporate Strategy, Consulting, or a similar role.
• Ability to structure ambiguous problems, synthesize qualitative and quantitative inputs, and communicate data-informed insights and options.
• Experience supporting cross-functional initiatives end-to-end (planning, coordination, tracking, and delivery) and working with senior stakeholders.
• Advanced written and verbal communication skills; ability to produce clear, executive-ready materials and build relationships across functions.
• Highly organized self-starter with big-picture thinking and 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.
• Interest in building investment banking product and sector knowledge over time.

Preferred Skills

• Familiarity with Tableau, Sigma, Qlik, or similar BI tools is a plus.

To be eligible for this role, you must be authorized to work in the United States. We do not offer employment-based immigration sponsorship for this position.

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With a history spanning over 200 years, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. We serve corporations, governments, and institutions in over 100 countries, providing strategic advice, raising capital, managing risk, and extending liquidity in markets worldwide.