Finance & Business Management , Senior Associate jobs in United States
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Chase ยท 1 day ago

Finance & Business Management , Senior Associate

Chase is one of the oldest financial institutions offering innovative financial solutions. The Finance and Business Management Senior Associate will support the Executive Director by managing portfolio operations and governance for AI Solutions, ensuring effective coordination and execution across stakeholders.

BankingFinancial Services

Responsibilities

Manage day-to-day portfolio activities for CAO AI solutions, including intake, prioritization, milestones, dependencies, and status reporting
Establish and maintain a regular operating cadence (weekly, monthly, quarterly) for AI initiatives, including reviews and executive forums
Track delivery progress with AI Execution Lead and delivery teams, without direct responsibility for model development
Coordinate planning across AI initiatives, covering roadmaps, sequencing, capacity, and funding alignment
Support governance for model risk, data, privacy, security, and responsible AI in partnership with Risk and Controls
Maintain clear documentation of decisions, approvals, risks, and dependencies
Develop and update portfolio-level artifacts such as dashboards, scorecards, timelines, and executive summaries
Create and maintain AI solutions collateral (summaries, intake decks, adoption guides) with the Executive Director
Ensure consistent, accurate communication of portfolio status, risks, and outcomes to senior stakeholders
Facilitate cross-team coordination, acting as a bridge between business, AI teams, technology, risk, and central AI partners
Drive continuous improvement by enhancing PMO processes, tooling, reporting, and applying structured problem-solving to streamline portfolio management

Qualification

PMO experienceProgram managementBusiness operationsExecutive communicationPortfolio management toolsInterest in AIOrganizational skillsProblem solvingCollaborationAdaptability

Required

5+ years of experience in PMO, program management, business operations, consulting, or strategy support roles
Strong organizational and execution skills, with experience managing complex, multi-workstream initiatives
Ability to synthesize information quickly and produce clear, executive-ready materials
Comfort working in highly matrixed environments with senior stakeholders
Strong written and verbal communication skills
Interest in AI and analytics, with a willingness to build foundational AI literacy (no hands-on modeling required)

Preferred

Experience in management consulting, internal strategy, or transformation PMO roles
Familiarity with technology or analytics programs in regulated environments
Experience supporting senior leaders (ED/MD level) with planning, reporting, and executive communications
Exposure to portfolio management tools, dashboards, or operating metrics

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase