US Private Bank Investments Business Management, Senior Associate

Location: New York, NY, United States

Job Family: Business Management

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The US Private Bank Investments Business Management team plays a pivotal role in driving the success of our high-net-worth clientele through sophisticated investment solutions. As a Senior Associate in Business Management, you will serve as a strategic partner to front office investments leadership, optimizing performance across our premier private banking platform. Based in our state-of-the-art New York office, you will contribute to a dynamic environment where cutting-edge technology meets deep market expertise, helping to shape the future of wealth management at one of the world's most respected institutions. In this role, you will dive into the intricacies of investment strategies, performance analytics, and operational efficiencies unique to the US Private Bank. Your responsibilities will include collaborating on high-impact projects that enhance client outcomes, such as refining portfolio management processes and integrating sustainable investment practices aligned with JPMorgan Chase's commitment to responsible finance. You will leverage your financial acumen to forecast trends, mitigate risks, and support decision-making that positions our investments business for sustained growth in a competitive landscape. We value professionals who bring passion for the financial services industry and a client-centric mindset. Joining JPMorgan Chase means access to unparalleled resources, mentorship from industry leaders, and opportunities to advance your career globally. If you are ready to make a meaningful impact in private banking investments, apply today to become part of our innovative team dedicated to excellence.

Key Responsibilities

• Partner closely with US Private Bank front office investments leadership to develop and execute strategies that enhance business performance and growth
• Analyze key performance metrics, identify optimization opportunities, and recommend actionable initiatives to drive revenue and efficiency
• Coordinate cross-functional projects involving investments teams, risk management, and compliance to ensure seamless operations
• Prepare executive-level reports, presentations, and dashboards on investment portfolio performance and market trends
• Support budgeting, forecasting, and resource allocation for the investments business unit
• Facilitate communication between front office and support functions to align on strategic priorities
• Monitor industry regulations and competitive landscape to inform business decisions
• Lead ad-hoc initiatives such as process improvements or technology implementations in the private banking investments space
• Mentor junior team members and contribute to talent development within the US Private Bank
• Ensure all activities comply with JPMorgan Chase's risk management frameworks and ethical standards

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 5 years of experience in business management, strategic planning, or operations within the financial services industry
• Proven track record of partnering with senior leadership in investments or private banking
• Strong understanding of wealth management, investment strategies, and regulatory requirements in the US financial sector
• Excellent analytical and problem-solving skills with experience in performance optimization
• Proficiency in financial modeling and data analysis tools
• Ability to thrive in a fast-paced, high-stakes environment at a leading global bank like JPMorgan Chase

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience in private banking or asset management at a top-tier financial institution
• Knowledge of JPMorgan Chase's investment products and US Private Bank operations
• Certification such as CFA or CPA
• Prior exposure to business transformation initiatives in wealth management

Required Skills

• Strategic planning and execution
• Financial analysis and modeling
• Data visualization and reporting (e.g., Excel, Tableau)
• Project management
• Stakeholder communication and influence
• Risk assessment and compliance knowledge
• Investment product expertise
• Business process optimization
• Leadership and team collaboration
• Analytical thinking
• Adaptability in dynamic markets
• Proficiency in Microsoft Office Suite
• Understanding of wealth management regulations
• Problem-solving under pressure
• Attention to detail in high-volume data environments

Benefits

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

JP Morgan Chase is an equal opportunity employer.