JPMorgan Chase
Client Onboarding & Documentation Business Manager - Associate
$76K–$120K
Plano, TX +2 · Manager · Full-time · Posted Oct 16, 2026
- Location
- Plano, TX
New York, NY
Jersey City, NJ - Experience
- Minimum 5 years of experience in financial data analysis and storytelling.
- Education
- Bachelor’s degree.
- Visa sponsorship
- Must be authorized to work in the United States. No employment-based immigration sponsorship or assistance with other immigration sponsorship or benefits, including OPT or CPT, is offered.
About the job
Supports AI for Ops & Transformation in Investment Bank Client Onboarding & Documentation through business cases, portfolio and operational analysis, management reporting, and executive presentations.
What you'll do
- Develop investment business cases and KPIs, and analyze complex datasets and operational throughput to identify opportunities.
- Assess KPI trends and provide quantitative and qualitative insights to inform optimization and business strategy.
- Design management reporting packages and create executive presentations; collaborate with senior leaders and partner teams.
What they ask for
- Bachelor’s degree.
- Minimum 5 years of experience in financial data analysis and storytelling.
- Strong PowerPoint, Excel, and Word skills.
- Strong communication, presentation, data interpretation, problem-solving, and collaboration skills.
Nice to have
- Experience achieving goals without direct control over all resources.
- Experience developing positive relationships with business stakeholders.
Pay
USD 76,000.00-$110,000.00 base salary (Plano, TX); USD 95,000.00-$120,000.00 base salary (New York, NY); USD 95,000.00-$120,000.00 base salary (Jersey City, NJ)
Tools
PowerPoint, PowerPoint PitchPro+, Excel, Word
AI focus
Covers AI for Ops & Transformation within the Investment Bank; partners with senior leaders on transformation efforts and related business cases, portfolio analysis, and insights.
Model-written summary · the original posting is authoritative