Client Onboarding & Documentation Business Manager - Senior Associate
On-site · Jersey City, New Jersey, United States
Jersey City, New Jersey, United StatesOn-siteFull TimeSenior LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Lead CO&D business management for Client Onboarding & Documentation within AI for Ops & Transformation; partner with senior leaders to develop product investment business cases and KPIs, conduct portfolio analyses, and provide data-driven insights. Design management reporting and executive presentations to communicate results; collaborate across Product, Operations, Transformation, Business Management, and Data & Analytics to drive optimization and strategic decision-making.
Required Qualifications
- Bachelor’s degree
- Minimum 5 years of experience in financial data analysis and storytelling
- Strong PowerPoint, Excel, and Word skills
- Ability to work collaboratively and develop strong partnerships at multiple levels
- Strong presentation skills and ability to communicate initiatives effectively
- Strong verbal and written communication skills
- Ability to produce results in a fast-paced environment
- Ability to interpret and present complex data
- Strong attention to detail and solid work ethic
- Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality
- Excellent problem-solving, critical thinking skills, and ability to work independently as a mature, organized team player
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