Mid-Cap Investment Banking- Business Management Executive Director
Chase, New York, NY, United States
Mid-Cap Investment Banking Business Management
Mid-Cap Investment Banking (MCIB) Business Management is supporting the Global MCIB Coverage business which is a key component of Global Investment Banking (GIB) and more broadly Global Banking (GB). Operating within Global Finance & Business Management (F&BM), the Mid-Cap IB Business Manager partners with senior coverage executives and other senior leaders across GB and F&BM as a trusted advisorshaping strategy, optimizing performance, and ensuring disciplined execution. Job Responsibilities Advise the business on strategy, controls, people, and performance; convert priorities into sequenced plans and budgets. Manage the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and client performance metrics. Define, automate, and track management KPIs and senior leadership metrics; ensure data quality and executive-ready insights. Build crisp materials for business reviews and governancedecision memos, narratives, and performance readouts that secure alignment and approvals. Quickly build product and business knowledge to analyze datasets, derive insights and provide key recommendations to stakeholders. Lead cross-functional initiatives with product, technology, risk, legal, and finance to operationalize strategy and deliver launch-ready programs. Serve as the business liaison for technology initiativesscope requirements, prioritize enhancements, and steward delivery to outcomes. Drive reporting modernization and process automation; standardize metrics and dashboards across regions and lines of business. Manage executive priorities and high-urgency requests with sound judgment and follow-through; maintain tight stakeholder alignment. Partner with senior managers to provide strategic counsel and feedback; establish operating cadences that enable transparency and accountability. Required Qualifications, Skills, and Capabilities At least 10+ years in Business Management/COO, Investment Banking, Strategy, or Consulting. Ability to structure ambiguous problems, synthesize insights, and develop data-driven recommendations. Proven track record delivering end-to-end initiatives with senior stakeholders in complex environments, with minimal oversight. Exceptional written and verbal communication; executive-level storytelling; strong relationship-building across functions. Self-starter who balances big-picture thinking with detail; able to prioritize, multitask, and meet deadlines in a fast-moving environment. Proficiency in Excel and PowerPoint, including executive-quality presentations; familiarity with Tableau, Sigma, Qlik, or similar tools. Interest in expanding investment banking product and sector knowledge over time.
Mid-Cap Investment Banking (MCIB) Business Management is supporting the Global MCIB Coverage business which is a key component of Global Investment Banking (GIB) and more broadly Global Banking (GB). Operating within Global Finance & Business Management (F&BM), the Mid-Cap IB Business Manager partners with senior coverage executives and other senior leaders across GB and F&BM as a trusted advisorshaping strategy, optimizing performance, and ensuring disciplined execution. Job Responsibilities Advise the business on strategy, controls, people, and performance; convert priorities into sequenced plans and budgets. Manage the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and client performance metrics. Define, automate, and track management KPIs and senior leadership metrics; ensure data quality and executive-ready insights. Build crisp materials for business reviews and governancedecision memos, narratives, and performance readouts that secure alignment and approvals. Quickly build product and business knowledge to analyze datasets, derive insights and provide key recommendations to stakeholders. Lead cross-functional initiatives with product, technology, risk, legal, and finance to operationalize strategy and deliver launch-ready programs. Serve as the business liaison for technology initiativesscope requirements, prioritize enhancements, and steward delivery to outcomes. Drive reporting modernization and process automation; standardize metrics and dashboards across regions and lines of business. Manage executive priorities and high-urgency requests with sound judgment and follow-through; maintain tight stakeholder alignment. Partner with senior managers to provide strategic counsel and feedback; establish operating cadences that enable transparency and accountability. Required Qualifications, Skills, and Capabilities At least 10+ years in Business Management/COO, Investment Banking, Strategy, or Consulting. Ability to structure ambiguous problems, synthesize insights, and develop data-driven recommendations. Proven track record delivering end-to-end initiatives with senior stakeholders in complex environments, with minimal oversight. Exceptional written and verbal communication; executive-level storytelling; strong relationship-building across functions. Self-starter who balances big-picture thinking with detail; able to prioritize, multitask, and meet deadlines in a fast-moving environment. Proficiency in Excel and PowerPoint, including executive-quality presentations; familiarity with Tableau, Sigma, Qlik, or similar tools. Interest in expanding investment banking product and sector knowledge over time.