Strategy & Planning Associate - Wholesale Lending Services (WLS), Business Process Management at JPMorgan Chase Bank, N.A. in Plano, Texas

Posted in General Business 7 days ago.

Type: Full-Time

Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing and asset management.

At JPMorgan Chase, Commercial Banking ("CB") is a top provider of banking services to wholesale clients from small businesses to large, complex businesses with domestic and international needs. CB is comprised of Middle Market Banking & Specialized Industries, Corporate Client Banking & Specialized Industries, Real Estate Banking, Commercial Term Lending and Community Development Banking

Position Overview

The Strategy & Planning Associate will play a pivotal role within the Business Process Management team with Wholesale Lending Services (WLS). The Business Process Management team delivers organizational & leadership support to WLS across People Excellence, Financial & Organizational Discipline, Organizational Understanding and Strategic & Governance initiatives.

The successful candidate will be a results-focused, technically savvy individual with a strong analytical skill set that will help develop a broader understanding of WLS. This person will think strategically and tactically to deliver against the future state vision while collaborating across a diverse set of stakeholders, managing relationships with and presenting regularly to JPM leadership.

Core Responsibilities

  • Drive process and organizational reviews to build a more robust overall organizational understanding
  • Develop new and leverage existing abilities to provide the organization with informative data and analysis of our people, portfolios & processes
  • Synthesize and present data to inform and recommend potential opportunities for action or improvement
  • Participate in the creation of numerous organization & business overviews (monthly, quarterly & ad-hoc)
  • Work on efforts that will provide a program management framework and transparency for key WLS initiatives, including monitoring priorities, milestones and key performance indicators

  • Develop cross-functional partnerships within WLS and with our business and technology partners


  • Bachelor's degree required
  • Minimum of 2+ years of financial/accounting/investment analysis experience
  • Experience in Financial Service/ banking industry preferred
  • Strong team player
  • Excellent communication and partnering skills
  • Strong analytical skills and attention to detail
  • Transformational mindset; ability to initiate and implement change
  • Ability to multi-task and work autonomously within team environment
  • Ability to research issues/problems and provide a 'solution-based' approach
  • Adaptable to change and ambiguity in the work environment
  • Strong knowledge of Excel and PowerPoint (i.e. use of pivot tables, macros, etc.)
  • Experience with Tableau and Alteryx preferred
  • Excellent written and verbal communication skills necessary
  • Passion to help drive success for the business
  • Self-motivated individual to go beyond immediate responsibilities
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.

Equal Opportunity Employer/Disability/Veterans