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Business Analysis

Req #: 180019339
Location: New York, NY, US
Job Category: Technology
Job Description:

Position Overview

Client Intelligence (CI) is a team that supports the global Sales, Marketing and Research organization using CRM and MIS tools across the Investment Bank.  This involves leveraging a wide range of tools that will help sales making decision efficiently, while collecting valuable client intelligence data points (trade, revenue, deal, profitability, clients, contacts, etc.).


The Client Intelligence Product Manager will drive various toolsets through the software development life cycle (SDLC), and build strong relationship across all lines of business in CIB.  The position requires constant in-person meeting time with sales in a trading floor environment.  The CIB business user base is roughly 4,500 staff globally.


This is a fascinating time in our industry - we are committed to and embrace innovation and execution, and involve in leading edge FinTech solutions.




  • Drive forward product strategy; this position will need to articulate strategy into presentations, and assist senior technology management in promoting strategy across CIB
  • Product manage client intelligence toolsets throughout SDLC; collect user requirements, work closely with UX (user experience) on design, provide guidance to development team, and drive user adoption
  • Execute client intelligence roadmap for Sales across Fixed Income and Equities globally.  Partner with Sales staff and Technology to determine the priority of the roadmap
  • Produce requirements document that translate business requirements into function specification for technology teams
  • Promote client intelligence toolsets across CIB and drive adoption
  • Become liaison between business users across CIB and technology teams beyond our organization
  • Represent technology in front of Sales staff; help Sales navigate through different technology units as needed
  • Represent business in front of technology teams; articulate business use cases on behalf of Sales staff, navigate through compliance, business management as needed
  • Manage the priorities, deliverables, and Sales buy-in and adoption including leading stakeholder management and communication
  • Become in-person point of contact for Sales staff locally to the trading floors in New York
  • Analyze existing capabilities and identify priority gaps and opportunities
  • Prioritize needs and investments based upon sales and relationship insight, competitive positioning and industry research



Candidates must have prior experience working with Sales & Trading organization and developing toolsets for front office.   Experience in the financial markets, structured problem solving with a superior academic record is required.  The successful candidate should also possess the following attributes:


  • Must have an understanding of the concepts and industry direction for Client Intelligence toolsets
  • Strong presentation building skills and ability to translate complex business problem and solution into easily consumable content
  • Excellent quantitative and analytical problem solving skills – as well as written and verbal communication
  • Strong work ethic, self-starter who is creative with a ‘can-do’ attitude
  • Ability to execute multiple projects simultaneously and independently, while maintaining a high degree of communication and escalation at appropriate junctures
  • Team player comfortable working in a fast-paced consulting-style, unstructured environment
  • Quick learner with strong attention to detail
  • Professional maturity, personal integrity, and excellent interpersonal skills
  • Ability to receive and act upon feedback
  • Experience working on a trading floor and interacting with sales & trading is preferred
  • High-level of proficiency in MS-Office products (PowerPoint, Excel, Word, Visio)
  • Familiar with front-end and back-end technology intricacy (HTML, Javascripts, .Net, WPF, Java J2EE, Oracle, Data Warehouse, SQL)
  • MBA a plus


Our Corporate & Investment Bank relies on innovators like you to build and maintain the technology that helps us safely service the world’s important corporations, governments and institutions. You’ll develop solutions for a bank entrusted with holding $18 trillion of assets and $393 billion in deposits.  CIB provides strategic advice, raises capital, manages risk, and extends liquidity in markets spanning over 100 countries around the world.


At JPMorgan Chase & Co. we value the unique skills of every employee, and we’re building a technology organization that thrives on diversity.  We encourage professional growth and career development, and offer competitive benefits and compensation.  If you’re looking to build your career as part of a global technology team tackling big challenges that impact the lives of people and companies all around the world, we want to meet you. 


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