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Business Management, Finance Senior Associate

JP Morgan Chase

Finance Jobs

Business Management, Finance Senior Associate

full-timePosted: Nov 5, 2025

Job Description

Business Management, Finance Senior Associate

Location: New York, NY, United States

Job Family: Business Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client-focused solutions. As a Business Management, Finance Senior Associate in our New York office, you will play a pivotal role in optimizing business performance by driving key initiatives across our dynamic finance operations. This position within the Business Management category offers the opportunity to contribute to high-impact projects that support our commitment to excellence in banking, investment, and asset management services. You will work closely with senior leaders to analyze financial data, streamline processes, and ensure alignment with our strategic objectives in a collaborative and fast-paced environment. Your primary focus will be on developing and executing strategies that enhance operational efficiency and drive measurable business outcomes. This includes conducting in-depth financial analyses, forecasting trends, and identifying opportunities for cost optimization and revenue growth within JP Morgan Chase's global framework. You will partner with diverse teams, including risk management, compliance, and technology groups, to implement initiatives that mitigate risks and capitalize on market opportunities. By leveraging advanced analytical tools and financial expertise, you will provide actionable insights that inform executive decisions and contribute to the firm's overall success in the competitive financial services landscape. We value professionals who thrive in a culture of integrity, innovation, and inclusion. In this role, you will not only manage day-to-day business operations but also mentor junior associates and foster a high-performance team dynamic. Joining JP Morgan Chase means becoming part of a world-class organization dedicated to empowering clients and communities worldwide, with ample opportunities for career growth and professional development in the heart of New York City's financial district.

Key Responsibilities

  • Develop and execute strategic initiatives to enhance business performance and operational efficiency within JP Morgan Chase's finance divisions
  • Conduct financial analysis, including budgeting, forecasting, and variance reporting to support senior leadership decision-making
  • Collaborate with cross-functional teams to identify and mitigate risks while driving key business projects
  • Monitor and optimize key performance indicators (KPIs) to align with JP Morgan's global financial goals
  • Prepare executive-level presentations and reports on business metrics and initiative outcomes
  • Support the integration of new technologies and processes to streamline financial operations
  • Advise on resource allocation and cost management strategies to improve profitability
  • Ensure compliance with internal policies and regulatory standards in all business activities
  • Facilitate stakeholder engagement to align business objectives across departments

Required Qualifications

  • Bachelor's degree in Finance, Business Administration, Economics, or a related field
  • Minimum of 5 years of experience in business management, financial analysis, or operations within the financial services industry
  • Strong understanding of financial modeling, budgeting, and forecasting processes
  • Proven track record of driving business initiatives and optimizing performance metrics
  • Excellent analytical skills with proficiency in data analysis tools
  • Ability to collaborate with cross-functional teams in a fast-paced environment
  • Series 7 or equivalent FINRA license preferred for regulatory compliance

Preferred Qualifications

  • MBA or advanced degree in Finance or related discipline
  • Experience working at a major financial institution like JP Morgan Chase
  • Knowledge of regulatory requirements in banking and investment services
  • Prior exposure to strategic planning and risk management in finance
  • Demonstrated leadership in managing small teams or projects

Required Skills

  • Financial modeling and forecasting
  • Data analysis and visualization (e.g., Excel, Tableau)
  • Strategic planning and initiative management
  • Risk assessment and mitigation
  • Budgeting and financial reporting
  • Cross-functional collaboration
  • Problem-solving and critical thinking
  • Communication and presentation skills
  • Project management methodologies (e.g., Agile)
  • Regulatory compliance knowledge
  • Leadership and team coordination
  • Analytical mindset with attention to detail
  • Adaptability in dynamic environments
  • Stakeholder management
  • Proficiency in financial software (e.g., SAP, Oracle)

Benefits

  • Competitive base salary and performance-based annual bonuses
  • Comprehensive health, dental, and vision insurance plans
  • 401(k) retirement savings plan with generous company matching
  • Paid time off including vacation, sick days, and parental leave
  • Professional development programs and tuition reimbursement for advanced education
  • Employee stock purchase plan and financial wellness resources
  • On-site fitness centers and wellness programs at JP Morgan Chase locations
  • Global mobility opportunities and career advancement support

JP Morgan Chase is an equal opportunity employer.

Locations

  • New York, US

Salary

Estimated Salary Rangehigh confidence

150,000 - 220,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial modeling and forecastingintermediate
  • Data analysis and visualization (e.g., Excel, Tableau)intermediate
  • Strategic planning and initiative managementintermediate
  • Risk assessment and mitigationintermediate
  • Budgeting and financial reportingintermediate
  • Cross-functional collaborationintermediate
  • Problem-solving and critical thinkingintermediate
  • Communication and presentation skillsintermediate
  • Project management methodologies (e.g., Agile)intermediate
  • Regulatory compliance knowledgeintermediate
  • Leadership and team coordinationintermediate
  • Analytical mindset with attention to detailintermediate
  • Adaptability in dynamic environmentsintermediate
  • Stakeholder managementintermediate
  • Proficiency in financial software (e.g., SAP, Oracle)intermediate

Required Qualifications

  • Bachelor's degree in Finance, Business Administration, Economics, or a related field (experience)
  • Minimum of 5 years of experience in business management, financial analysis, or operations within the financial services industry (experience)
  • Strong understanding of financial modeling, budgeting, and forecasting processes (experience)
  • Proven track record of driving business initiatives and optimizing performance metrics (experience)
  • Excellent analytical skills with proficiency in data analysis tools (experience)
  • Ability to collaborate with cross-functional teams in a fast-paced environment (experience)
  • Series 7 or equivalent FINRA license preferred for regulatory compliance (experience)

Preferred Qualifications

  • MBA or advanced degree in Finance or related discipline (experience)
  • Experience working at a major financial institution like JP Morgan Chase (experience)
  • Knowledge of regulatory requirements in banking and investment services (experience)
  • Prior exposure to strategic planning and risk management in finance (experience)
  • Demonstrated leadership in managing small teams or projects (experience)

Responsibilities

  • Develop and execute strategic initiatives to enhance business performance and operational efficiency within JP Morgan Chase's finance divisions
  • Conduct financial analysis, including budgeting, forecasting, and variance reporting to support senior leadership decision-making
  • Collaborate with cross-functional teams to identify and mitigate risks while driving key business projects
  • Monitor and optimize key performance indicators (KPIs) to align with JP Morgan's global financial goals
  • Prepare executive-level presentations and reports on business metrics and initiative outcomes
  • Support the integration of new technologies and processes to streamline financial operations
  • Advise on resource allocation and cost management strategies to improve profitability
  • Ensure compliance with internal policies and regulatory standards in all business activities
  • Facilitate stakeholder engagement to align business objectives across departments

Benefits

  • general: Competitive base salary and performance-based annual bonuses
  • general: Comprehensive health, dental, and vision insurance plans
  • general: 401(k) retirement savings plan with generous company matching
  • general: Paid time off including vacation, sick days, and parental leave
  • general: Professional development programs and tuition reimbursement for advanced education
  • general: Employee stock purchase plan and financial wellness resources
  • general: On-site fitness centers and wellness programs at JP Morgan Chase locations
  • general: Global mobility opportunities and career advancement support

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JP Morgan Chase logo

Business Management, Finance Senior Associate

JP Morgan Chase

Finance Jobs

Business Management, Finance Senior Associate

full-timePosted: Nov 5, 2025

Job Description

Business Management, Finance Senior Associate

Location: New York, NY, United States

Job Family: Business Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client-focused solutions. As a Business Management, Finance Senior Associate in our New York office, you will play a pivotal role in optimizing business performance by driving key initiatives across our dynamic finance operations. This position within the Business Management category offers the opportunity to contribute to high-impact projects that support our commitment to excellence in banking, investment, and asset management services. You will work closely with senior leaders to analyze financial data, streamline processes, and ensure alignment with our strategic objectives in a collaborative and fast-paced environment. Your primary focus will be on developing and executing strategies that enhance operational efficiency and drive measurable business outcomes. This includes conducting in-depth financial analyses, forecasting trends, and identifying opportunities for cost optimization and revenue growth within JP Morgan Chase's global framework. You will partner with diverse teams, including risk management, compliance, and technology groups, to implement initiatives that mitigate risks and capitalize on market opportunities. By leveraging advanced analytical tools and financial expertise, you will provide actionable insights that inform executive decisions and contribute to the firm's overall success in the competitive financial services landscape. We value professionals who thrive in a culture of integrity, innovation, and inclusion. In this role, you will not only manage day-to-day business operations but also mentor junior associates and foster a high-performance team dynamic. Joining JP Morgan Chase means becoming part of a world-class organization dedicated to empowering clients and communities worldwide, with ample opportunities for career growth and professional development in the heart of New York City's financial district.

Key Responsibilities

  • Develop and execute strategic initiatives to enhance business performance and operational efficiency within JP Morgan Chase's finance divisions
  • Conduct financial analysis, including budgeting, forecasting, and variance reporting to support senior leadership decision-making
  • Collaborate with cross-functional teams to identify and mitigate risks while driving key business projects
  • Monitor and optimize key performance indicators (KPIs) to align with JP Morgan's global financial goals
  • Prepare executive-level presentations and reports on business metrics and initiative outcomes
  • Support the integration of new technologies and processes to streamline financial operations
  • Advise on resource allocation and cost management strategies to improve profitability
  • Ensure compliance with internal policies and regulatory standards in all business activities
  • Facilitate stakeholder engagement to align business objectives across departments

Required Qualifications

  • Bachelor's degree in Finance, Business Administration, Economics, or a related field
  • Minimum of 5 years of experience in business management, financial analysis, or operations within the financial services industry
  • Strong understanding of financial modeling, budgeting, and forecasting processes
  • Proven track record of driving business initiatives and optimizing performance metrics
  • Excellent analytical skills with proficiency in data analysis tools
  • Ability to collaborate with cross-functional teams in a fast-paced environment
  • Series 7 or equivalent FINRA license preferred for regulatory compliance

Preferred Qualifications

  • MBA or advanced degree in Finance or related discipline
  • Experience working at a major financial institution like JP Morgan Chase
  • Knowledge of regulatory requirements in banking and investment services
  • Prior exposure to strategic planning and risk management in finance
  • Demonstrated leadership in managing small teams or projects

Required Skills

  • Financial modeling and forecasting
  • Data analysis and visualization (e.g., Excel, Tableau)
  • Strategic planning and initiative management
  • Risk assessment and mitigation
  • Budgeting and financial reporting
  • Cross-functional collaboration
  • Problem-solving and critical thinking
  • Communication and presentation skills
  • Project management methodologies (e.g., Agile)
  • Regulatory compliance knowledge
  • Leadership and team coordination
  • Analytical mindset with attention to detail
  • Adaptability in dynamic environments
  • Stakeholder management
  • Proficiency in financial software (e.g., SAP, Oracle)

Benefits

  • Competitive base salary and performance-based annual bonuses
  • Comprehensive health, dental, and vision insurance plans
  • 401(k) retirement savings plan with generous company matching
  • Paid time off including vacation, sick days, and parental leave
  • Professional development programs and tuition reimbursement for advanced education
  • Employee stock purchase plan and financial wellness resources
  • On-site fitness centers and wellness programs at JP Morgan Chase locations
  • Global mobility opportunities and career advancement support

JP Morgan Chase is an equal opportunity employer.

Locations

  • New York, US

Salary

Estimated Salary Rangehigh confidence

150,000 - 220,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial modeling and forecastingintermediate
  • Data analysis and visualization (e.g., Excel, Tableau)intermediate
  • Strategic planning and initiative managementintermediate
  • Risk assessment and mitigationintermediate
  • Budgeting and financial reportingintermediate
  • Cross-functional collaborationintermediate
  • Problem-solving and critical thinkingintermediate
  • Communication and presentation skillsintermediate
  • Project management methodologies (e.g., Agile)intermediate
  • Regulatory compliance knowledgeintermediate
  • Leadership and team coordinationintermediate
  • Analytical mindset with attention to detailintermediate
  • Adaptability in dynamic environmentsintermediate
  • Stakeholder managementintermediate
  • Proficiency in financial software (e.g., SAP, Oracle)intermediate

Required Qualifications

  • Bachelor's degree in Finance, Business Administration, Economics, or a related field (experience)
  • Minimum of 5 years of experience in business management, financial analysis, or operations within the financial services industry (experience)
  • Strong understanding of financial modeling, budgeting, and forecasting processes (experience)
  • Proven track record of driving business initiatives and optimizing performance metrics (experience)
  • Excellent analytical skills with proficiency in data analysis tools (experience)
  • Ability to collaborate with cross-functional teams in a fast-paced environment (experience)
  • Series 7 or equivalent FINRA license preferred for regulatory compliance (experience)

Preferred Qualifications

  • MBA or advanced degree in Finance or related discipline (experience)
  • Experience working at a major financial institution like JP Morgan Chase (experience)
  • Knowledge of regulatory requirements in banking and investment services (experience)
  • Prior exposure to strategic planning and risk management in finance (experience)
  • Demonstrated leadership in managing small teams or projects (experience)

Responsibilities

  • Develop and execute strategic initiatives to enhance business performance and operational efficiency within JP Morgan Chase's finance divisions
  • Conduct financial analysis, including budgeting, forecasting, and variance reporting to support senior leadership decision-making
  • Collaborate with cross-functional teams to identify and mitigate risks while driving key business projects
  • Monitor and optimize key performance indicators (KPIs) to align with JP Morgan's global financial goals
  • Prepare executive-level presentations and reports on business metrics and initiative outcomes
  • Support the integration of new technologies and processes to streamline financial operations
  • Advise on resource allocation and cost management strategies to improve profitability
  • Ensure compliance with internal policies and regulatory standards in all business activities
  • Facilitate stakeholder engagement to align business objectives across departments

Benefits

  • general: Competitive base salary and performance-based annual bonuses
  • general: Comprehensive health, dental, and vision insurance plans
  • general: 401(k) retirement savings plan with generous company matching
  • general: Paid time off including vacation, sick days, and parental leave
  • general: Professional development programs and tuition reimbursement for advanced education
  • general: Employee stock purchase plan and financial wellness resources
  • general: On-site fitness centers and wellness programs at JP Morgan Chase locations
  • general: Global mobility opportunities and career advancement support

Target Your Resume for "Business Management, Finance Senior Associate" , JP Morgan Chase

Get personalized recommendations to optimize your resume specifically for Business Management, Finance Senior Associate. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Business Management, Finance Senior Associate" , JP Morgan Chase

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Business ManagementFinancial ServicesBankingJP MorganBusiness Management

Answer 10 quick questions to check your fit for Business Management, Finance Senior Associate @ JP Morgan Chase.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.