What are the responsibilities and job description for the Trade & Working Capital - Portfolio Analytics Initiatives Lead- Vice President position at JPMorganChase?
Job Description
Shape the roadmap for advanced analytics in Trade & Working Capital—delivering senior-ready insights and interfaces that power decisions from origination to distribution, while lifting growth and capital efficiency.
As Portfolio Analytics Initiatives Lead within Trade & Working Capital, you will drive the end‑to‑end roadmap of analytics use cases that power Trade & Working Capital’s portfolio strategy, translating business priorities into high‑impact initiatives across predictive analytics and LLM applications that inform origination, pricing, limit setting, renewals, and distribution across the full suite of trade products. Partnering with Product, Sales, Risk, Finance, and Data/Technology, you will scope problems, set success criteria, coordinate development and testing, and deliver senior‑ready insights and recommendations that lift revenue, utilization, risk‑adjusted returns, and capital efficiency. You will also design user‑friendly interfaces that translate complex data into clear, actionable views for committees and senior management, improving usability and adoption. This role provides high exposure to senior decision‑making forums, cross‑functional partners, and advanced analytics stakeholders.
Job Responsibilities
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Shape the roadmap for advanced analytics in Trade & Working Capital—delivering senior-ready insights and interfaces that power decisions from origination to distribution, while lifting growth and capital efficiency.
As Portfolio Analytics Initiatives Lead within Trade & Working Capital, you will drive the end‑to‑end roadmap of analytics use cases that power Trade & Working Capital’s portfolio strategy, translating business priorities into high‑impact initiatives across predictive analytics and LLM applications that inform origination, pricing, limit setting, renewals, and distribution across the full suite of trade products. Partnering with Product, Sales, Risk, Finance, and Data/Technology, you will scope problems, set success criteria, coordinate development and testing, and deliver senior‑ready insights and recommendations that lift revenue, utilization, risk‑adjusted returns, and capital efficiency. You will also design user‑friendly interfaces that translate complex data into clear, actionable views for committees and senior management, improving usability and adoption. This role provides high exposure to senior decision‑making forums, cross‑functional partners, and advanced analytics stakeholders.
Job Responsibilities
- Lead analytics initiatives agenda through sourcing opportunities, crafting problem statements, sizing impact, defining KPIs/OKRs, and prioritizing a sequenced roadmap across regions and segments
- Translate business needs into actionable use cases for predictive models and LLM applications and set clear acceptance criteria and implementation thresholds for delivery teams
- Orchestrate delivery and structured evaluations with cross‑functional teams (overseeing development, back‑testing, and pilot design) and drive go/no‑go decisions
- Embed insights and model outputs into frontline, deal‑approval, and distribution workflows and package concise narratives and recommendations for senior forums on pricing, structure, and capital allocation
- Drive adoption and change management by aligning processes and incentives, delivering enablement and training, and tracking realized benefits to revenue, returns, utilization, and loss metrics
- Maintain initiative governance and transparency by managing timelines, dependencies, and risks and coordinating with Risk/Legal/Compliance for responsible AI use and audit readiness
- Experience leading analytics or reporting teams with a track record delivering complex quantitative data initiatives and managing cross‑functional stakeholders
- Skilled at sourcing high‑value opportunities, writing clear problem statements, sizing impact, defining success metrics, and sequencing an analytics/AI roadmap (e.g., dynamic pricing, limit setting, cross‑sell, early‑warning)
- Fluency in predictive analytics and generative AI/LLMs to evaluate solution approaches, guide experimentation, and translate results into business actions without needing to code
- Excellent stakeholder management and executive communication; adept at influencing Product, Sales, Risk, and Finance and presenting senior‑ready recommendations
- Track record of piloting and scaling analytics applications, managing change and adoption, and reporting outcomes against OKRs/KPIs; agile, outcomes‑focused operator
- Strong communication and cross‑functional leadership; ability to synthesize complex analysis for non‑technical audiences
- MBA or advanced degree in a quantitative or business discipline
- Familiarity with trade products across instruments, receivables, and export finance
- Working knowledge of risk and capital economics and application to pricing, limit setting, and portfolio actions
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Salary : $128,300 - $195,000