Investments Business Management Associate - Private Bank

Location: Miami, FL, United States

Job Family: Business Management

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. As an Associate Business Manager on the Investments team within the Private Bank, you will play a pivotal role supporting the Latin America and Global Families Group Investments Regional Head. Based in our Miami, FL office, this position offers the opportunity to contribute to high-impact strategies for ultra-high-net-worth clients across Latin America and global family offices. You will collaborate with senior leaders to drive operational excellence, ensuring seamless execution of investment initiatives in a dynamic, client-centric environment. In this role, you will manage key aspects of business operations, from preparing executive-level reports and presentations to coordinating cross-regional projects. Your responsibilities will include analyzing market trends specific to Latin America, monitoring investment performance metrics, and facilitating communications between the Investments team and other JP Morgan Chase divisions such as Wealth Management and Global Markets. This position requires a proactive approach to problem-solving, with a focus on aligning regional strategies with the firm's global standards for innovation and risk management in private banking. JPMorgan Chase values diversity and inclusion, offering a supportive culture where your professional growth is prioritized through mentorship, training, and exposure to cutting-edge financial technologies. Ideal candidates are detail-oriented professionals passionate about the financial services industry, with a keen interest in emerging markets and family wealth preservation. Join us to advance your career while helping shape the future of investments for JP Morgan's prestigious client base.

Key Responsibilities

• Support the Latin America and Global Families Group Investments Regional Head by managing daily operations, scheduling, and coordination of team activities
• Assist in the development and execution of strategic initiatives for the Investments team, including market analysis and performance reporting
• Prepare and deliver presentations, reports, and materials for internal meetings, client interactions, and regulatory compliance
• Monitor key performance indicators (KPIs) and provide insights on investment trends relevant to Latin America and global family clients
• Coordinate cross-functional projects with other JP Morgan Chase teams, such as Risk Management, Compliance, and Product Development
• Manage stakeholder communications, ensuring alignment between regional investment strategies and firm-wide objectives
• Conduct research on emerging market opportunities in Latin America and support portfolio advisory for high-net-worth families
• Facilitate training and onboarding for new team members on JP Morgan's investment processes and tools
• Track and report on budget allocations, resource needs, and operational efficiencies within the Investments team
• Ensure adherence to JP Morgan Chase's policies, including data privacy and anti-money laundering regulations

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3-5 years of experience in business management, investments, or financial services within a banking or wealth management environment
• Strong understanding of investment products, portfolio management, and regulatory requirements in the financial services industry
• Proficiency in Microsoft Office Suite, including advanced Excel for financial modeling and data analysis
• Excellent communication and interpersonal skills with the ability to interact with senior executives and clients
• Fluency in English and Spanish, with knowledge of Portuguese preferred for Latin America operations
• Ability to work in a fast-paced, high-stakes environment and manage multiple priorities effectively

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Experience in private banking or wealth management, particularly with high-net-worth clients in Latin America
• Familiarity with JP Morgan Chase's investment platforms and tools
• Previous exposure to global family office services or cross-border investment strategies
• Certifications such as CFA (Chartered Financial Analyst) or Series 7/63 licenses

Required Skills

• Financial modeling and analysis
• Investment portfolio management
• Strategic planning and execution
• Data interpretation and reporting
• Project management
• Stakeholder engagement
• Regulatory compliance knowledge
• Advanced Excel and financial software proficiency
• Cross-cultural communication
• Problem-solving and critical thinking
• Time management and prioritization
• Attention to detail
• Team collaboration
• Market research and trend analysis
• Risk assessment

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 contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to internal training programs
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.