Investment Banking - Business Services Associate jobs at Jpmorgan in United States, New York

As an Associate in Wealth Management PXT Business Management, you will have a dynamic role that will vary from business to business, in line with the priorities of the different lines of business. You will also provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.

Job responsibilities

• Organize complex information in a strategic and compelling way, demonstrating strong acumen and expertise in PowerPoint and Excel techniques
• Create presentations quickly and iteratively for senior management presentations, reports, and dashboards, driving things forward and working with stakeholders to stay up-to-date on information needed (e.g., Advisor showcases, business reviews, newsletters, etc.)
• Communicate effectively with key business partners to understand projects and drive next steps
• Manage and deliver key work streams and tasks
• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills

• Bachelor’s degree in Business, Finance, Economics, or other related area
• Prior experience in Business Management or COO role
• Prior experience within the Technology space
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders; attention to detail is a must
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Strong time management and prioritization skills
• Be flexible and open to work on ad-hoc initiatives as they arise

Preferred qualifications, capabilities, and skills

• Background in Wealth Management a plus
• Experience with Confluence nice to have

Job Description

As an Associate in the M&A Sales Enablement team, you will closely collaborate with the Managing Director in M&A Sales Enablement to work on an evolving portfolio of strategic M&A and Advisory related initiatives. Your responsibilities will involve driving execution and tracking these initiatives, collectively aimed at growing the business, streamlining front office client engagement, and providing timely and intuitive analytics for senior management decision-making.

Job Responsibilities:

• Work closely with M&A Sales Enablement MD to execute a portfolio of strategic initiatives involving broad cross-sections of the corporate and Investment bank.
• Direct strategic thinking and approach, guiding teams with the most complex aspects of problem solving specifically client targeting.
• Craft clear and coherent narratives, leveraging creative data visualization and compelling story-telling, to enable client engagement and targeting.
• Facilitate coordination between M&A and Industry Coverage teams on business development initiatives.
• Develop presentations and executive material to analyze and articulate performance, competitive positioning, and market opportunities.
• Manage programs/initiatives that harness the firm’s broad relationship base to drive targeting and lead generation efforts.
• Perform bespoke/ad-hoc analysis to support strategic initiatives and diagnose performance.

Required Qualifications, Skills, and Capabilities:

• 3+ years of experience in investment banking and/or strategy roles within Financial Services.
• Bachelor’s degree in Business, Finance, Economics, or other related area.
• Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders.
• Ability to synthesize information to summarize a “story” for senior management.
• Strong work ethic, self-starter with a creative ‘can-do’ attitude.
• Quick learner with strong attention to detail.
• Ability to execute multiple projects simultaneously and independently.
• Excellent qualitative and analytical problem-solving skills.
• Professional maturity, personal integrity, and excellent interpersonal skills.
• High-level proficiency in MS-Office products (PowerPoint, Excel, Word).

Preferred Qualifications, Skills, and Capabilities:

• Experience in an investment banking environment.
• Familiarity with JPMorganChase business structure and client base
• Ability to receive and act upon feedback effectively.

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

• Experience with budget planning and compensation processes

As a Data Owner Lead, within Connected Commerce, you will be part of a highly collaborative data & analytics team that partners with product, design, technology, marketing, and analytics to enable data driven next generation and help craft the data requirements, develop data specifications for data delivery, partner with data delivery tech and product and analytics team to identify data gaps and make recommendations to build AI/ML based solutions.

Job responsibilities

• Partners with aligned Product Owners and Leads, Data Scientists and Analysts, Tech Leads, to drive increased business value through the identification of data required to support personalization product capabilities and advanced analytics outcomes such as customer insights and deeper offer engagement.
• Manage the personalization data roadmap, backlog, requirements, and prioritization
• Lead discovery on new initiatives, including determining and refining business value, customer value and working with tech partners for tech feasibility and data availability
• Refine and prioritize stories, as well as lead sprint planning and execution (along with other scrum cadences and events) for technology development teams for consumer experience requirements.

Required qualifications, capabilities, and skills

• 6+ years of experience in data management, data governance, ad-tech, Knowledge of cloud platforms like AWS, Google or Azure, and/or experience with big data technologies like Hadoop, Spark, etc.
• Bachelors in Science or Data or any relevant field.
• Experience developing roadmaps and public cloud platform based solutions for data lake, data warehouse and business intelligence dashboards
• An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams
• Ability to identify and address program execution needs in a fast-paced environment; previous exposure to agile practices and ability to adapt agile tools
• Experience in Data Product ownership, Data governance and ability to work a cross functional & matrix teams, public cloud.
• Ability to partner directly with technology scrum teams to translate product requirements and user stories into technology sizing estimates and requirements

Preferred qualifications, capabilities, and skills

• Experience working on public cloud platforms, AI/ML, digital marketing, controls partners to align roadmap
• Experience in consumer banking, and/or consulting
• Understanding of public cloud technologies, web application frameworks and mobile native technologies

Job responsibilities

• Track and understand trends by analyzing booked fees and pipeline activity. Provide insights on drivers of change to F&BM partners and management team
• Analyze competitor data, in particular league tables, to benchmark JPMorgan’s performance against other competitors and assist the management team in understanding underlying trends
• Provide regular updates to senior management on P&L, new mandates and missed deals, revenue forecast, headcount tracking, potential risk areas
• Prepare content used in Business Reviews and Town Halls.
• Build and/or maintain various databases to monitor proprietary deal-related information not available in public sources to facilitate enhanced business analyses
• Assist with ad-hoc requests and projects to support the growth and development of our business

Required qualifications, capabilities, and skills

• Bachelor's Degree in Business, Finance, Economics, or other related area
• Previous product knowledge and/or prior Business Management or COO experience
• Energetic and dynamic in style, positive attitude
• Highly motivated self-starter with excellent time management/prioritization skills
• Able to forge strong internal relationships across a broad range of functions
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills with ability to present well to senior and global business heads
• Able to both define and deliver to conclusion a strategic agenda across multiple groups
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Excellent project management and organizational skills
• Attention to detail with logical thought process

Job responsibilities

• Gather, analyze and present data and findings to facilitate decision making and business progression
• Collaborate across product partners, sales teams and business managers to identify client opportunities to help execute business plans
• Coordinate of the client agenda – client selection and coverage, prioritization, relationship status, growth opportunities, and performance metrics
• Coordinate financial management including: pipeline oversight and projections, forecasts, annual budgets, revenue reconciliation and expense management
• Influence production of financial reporting and ad hoc financial analytics and data modeling
• Own and manage materials for global business reviews, all hands calls, townhalls for Subsidiary Banking

Required Qualifications, Capabilities, and Skills:

• Minimum 5 years of post-grad experience in finance, project management, or business management roles.
• Strong analytical skills with the ability to articulate results to diverse audiences.
• Team-oriented and flexible, with project ownership skills.
• Ability to structure and build quantitative and qualitative analysis.
• Professionalism, discretion, and decision-making skills for interacting with senior executives.

Preferred Qualifications, Capabilities, and Skills:

• Degree in Finance or General Management.
• Understanding of business drivers and modeling.