JPMorgan Chase Looking for Commericial Bank -Finance & Business Management- Associate at Plano, TX Full Time

Within CB, Middle Market Banking & Specialized Industries (“MMBSI”) serves commercial and industrial U.S. clients with annual revenue generally ranging from $20 million to $500 million in approximately 100 offices across the U.S. and Canada.

MMBSI is looking for an experienced individual to join its Finance and Business Management (F&BM) organization as a Business Management Associate, supporting the Healthcare, Higher Ed and Not-for-Profit (HHN) business. The HHN business is a $500MM high growth segment serving non-profit healthcare, higher education, and not for profit clients.

The selected candidate will be a key partner to the business management team and senior leaders in the HHN organization. The candidate will bring a strong understanding of sales and financial operations and an ability to drive strategic dialogue across the organization, inform decision-making, proactively solve problems, and provide analytical insight and business judgment in support of strategic and tactical initiatives.

Key Responsibilities

• Supports Business Management team and the HHN business on strategic initiatives and ad-hoc projects

• Leverages operational experience, data and analytical insights to define overall performance objectives and assist with the development and execution of business and financial plans

• Collaborates across finance and business management (F&BM) and other functional areas to understand and communicate results, execute strategic initiatives, and monitor outcomes

• Executes portfolio management, segmentation, planning and growth efforts using CRM and other sales enablement tools and processes

• Works closely with the financial planning and analytics function to assess business performance, define drivers of outcomes, document areas of opportunity, and execution plans to drive change

• Identifies areas for continued process improvement and efficiency by generating innovative ideas and solutions

Preferred Qualifications

• 2-5 years of relevant work experience in strategy, financial planning, business management, or sales operations; Financial Services experience is preferred

• Strong business management and/or project management experienced preferred

• Highly motivated self-starter with ability to work with a high degree of independence

• Strong project management skills, with demonstrated ability to execute strategic agenda

• Demonstrated acumen and comfort assessing financial performance and navigating large data sets to extract actionable insights

• Excellent verbal and written communication skills with the ability to present information in differing degrees of detail and form depending on the audience

• Expertise in Excel, PowerPoint, and proficiency in CRM systems

• BA / BS degree in Business, Finance, Economics, or other related area

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans