Asset Management Operations Business Manager - Senior Associate

JPMorgan Chase
New York, NY
Career-pivot friendly

Who this role is best for

Best suited to candidates with strategic leadership experience working in asset management or operations domains, who thrive in high-visibility roles requiring cross-functional collaboration and data-driven decision-making.

Best fit for

  • Candidates with 5+ years in business management or COO-type roles, especially those with executive reporting experience
    — “Experience delivering executive-level presentations and reporting for senior stakeholders across multiple workstreams”
  • Individuals who have driven organizational transformation or change management initiatives in financial services
    — “Experience supporting or driving organizational transformation or change management initiatives”
  • Professionals with strong data visualization and financial analysis skills, particularly in Excel and PowerPoint
    — “Advanced proficiency in Microsoft PowerPoint and Excel, including pivot tables and data visualization”

Things to consider

  • This role demands managing multiple stakeholder groups and aligning priorities across departments
    — “Demonstrated ability to manage and influence across different stakeholder groups”
  • Candidates must be prepared to translate complex data into clear, actionable insights for leadership
    — “Develop executive communications, presentations, and management reporting that translate complex information into clear, actionable insights”

How to stand out

  • Highlight experience in strategic planning frameworks like OKRs or balanced scorecard in your resume
    — “Experience with strategic planning frameworks, OKRs, or balanced scorecard methodologies”
  • Showcase your ability to coordinate executive meetings and internal forums effectively
    — “Coordinate agendas, presentations, and follow-ups for management team meetings, internal forums, town halls, and select client meetings”
  • Emphasize your track record in cost optimization and operational design improvements
    — “Identify opportunities for cost optimization, operational design improvements, and innovation across the organization”
Pace · SteadyCollaboration · HighAutonomy · HighDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful strategic initiatives
  • improved business performance
Typical background
business managementfinance

Skills & requirements

Required

Strategic PlanningPerformance ManagementExecutive ReportingProject ManagementStakeholder Management

Preferred

Asset ManagementWealth ManagementOperations Business Lines

Stack & domain

Business ManagementFinanceOperationsProject ManagementStrategic PlanningOkrsBalanced ScorecardBudgetingForecastingCommunicationLeadershipTeamworkAsset ManagementWealth Management

About the role

Original posting from JPMorgan Chase

This is your opportunity to sit at the intersection of strategy and execution within one of the world's leading asset management firms. You'll partner directly with senior leaders to shape priorities, drive transformation, and deliver outcomes that matter. If you thrive on turning complex business challenges into clear, actionable plans — and you want your work to have visible impact — this role was built for you.

As a Business Management Senior Associate in Asset Management Operations, you will oversee the execution and measurement of strategic priorities, giving leadership clear visibility into business performance, transformation outcomes, risks, and opportunities. You'll serve as a trusted advisor to senior leaders, combining strategic thinking, performance management, and organizational leadership to drive sustainable results. This is a high-visibility role where your ability to connect the dots across strategy, finance, and operations will directly influence how the business moves forward.

Job Responsibilities

Act as a trusted advisor to senior leadership, providing strategic insight and recommendations on business priorities and organizational effectiveness

Drive execution of strategic priorities, ensuring alignment to long-term business strategy, financial objectives, workforce plans, and transformation goals

Lead executive reporting and performance measurement, leveraging Key Performance Indicators, Object and Key Results, and outcome-based metrics to assess progress and quantify business impact

Develop executive communications, presentations, and management reporting that translate complex information into clear, actionable insights

Coordinate agendas, presentations, and follow-ups for management team meetings, internal forums, town halls, and select client meetings

Prepare senior management for internal and external engagements, including compiling data, drafting talking points, and building presentations

Partner with Finance on budgets, forecasts, expense management, headcount reporting, and allocation management

Identify opportunities for cost optimization, operational design improvements, and innovation across the organization

Required Qualifications, Capabilities, and Skills

Bachelor's degree in Business, Finance, Economics, or a related field

5 years of experience in business management, chief of staff, or COO-type roles

Experience delivering executive-level presentations and reporting for senior stakeholders across multiple workstreams

Demonstrated ability to manage and influence across different stakeholder groups

Strong written and verbal communication skills with the ability to distill complex topics into clear narratives

Advanced proficiency in Microsoft PowerPoint and Excel, including pivot tables and data visualization

Proven project management skills with the ability to manage competing priorities and meet deadlines independently

Preferred Qualifications, Capabilities, and Skills

Knowledge of Asset Management, Wealth Management, and/or Operations business lines

Experience with strategic planning frameworks, OKRs, or balanced scorecard methodologies

Familiarity with financial planning and analysis processes, including budgeting and forecasting

Experience supporting or driving organizational transformation or change management initiatives

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Source: JPMorgan Chase careers

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