Business Product & Transformation Senior Associate

Job Description

Join a team that shapes how transformation is delivered through strong portfolio governance and data-driven insights. In this role, you will help ensure initiatives are aligned, visible, and impactful—supporting better decisions at every level. You will work closely with global stakeholders to bring structure, clarity, and momentum to a dynamic portfolio. This is an opportunity to influence outcomes and contribute to how the organization evolves.

 

As a Business Product & Transformation Senior Associate in Client Service and Onboarding, you will drive portfolio management efforts that enable strategic alignment and execution across initiatives. You will partner with teams to maintain an accurate and transparent view of the book of work while supporting data-driven decision-making. You will help strengthen governance, improve reporting, and ensure initiatives remain aligned to business priorities. You will play a key role in creating visibility, consistency, and impact across the portfolio.

 

Job Responsibilities

• Lead portfolio data management to ensure accuracy, consistency, and transparency across initiatives
• Collaborate with execution leads and project managers to maintain alignment with strategic priorities
• Oversee the inventory of initiatives and ensure proper tracking of the book of work
• Support capacity planning and assess workload to inform resource allocation decisions
• Monitor portfolio health and identify risks, issues, and data inconsistencies early
• Deliver portfolio reporting and insights to stakeholders to support informed decisions
• Conduct quality reviews of project data and ensure adherence to governance standards
• Drive continuous improvement in reporting, processes, and portfolio practices
• Build strong relationships with stakeholders to ensure alignment and support
• Contribute to a culture of accountability and operational excellence within the team
• Support both independent and team-based efforts to enhance efficiency and outcomes

 

Required qualifications, skills and capabilities

• 3+ years of experience in portfolio management, project management, or a related field
• Proven experience managing and maintaining portfolio data with a focus on accuracy and consistency
• Demonstrated ability to support strategic alignment of initiatives across a portfolio
• Experience in capacity planning and workload assessment to support team efficiency
• Strong problem-solving skills with the ability to identify and address issues early
• Experience preparing and delivering portfolio reporting to stakeholders
• Strong communication skills with the ability to present insights clearly and effectively
• Ability to collaborate across teams and build effective working relationships
• Strong attention to detail and commitment to data quality and governance standards

 

Preferred qualifications, skills and capabilities

• Experience working in financial services or transformation environments
• Familiarity with tools such as Alteryx, Tableau, SharePoint, or Excel
• Exposure to automation or digital transformation initiatives
• Experience supporting global stakeholders across regions
• Understanding of portfolio governance frameworks and reporting standards
• Bachelor’s degree or equivalent experience

 

About Us

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 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.

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.