Portfolio Operations Analyst Jobs Near Me

Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines. Leading artificial intelligence upskilling and transformation for data and analytics to boost productivity.
As a Product Portfolio Operations Manager in Data and Analytics, you will lead client success and change management initiatives to ensure the effective adoption of new AI technologies across analytics teams. You will be responsible for developing and executing comprehensive change management strategies, fostering a culture of continuous learning, and ensuring teams adapt to new ways of working. Central to your role will be the design, implementation, and management of a persona-based training program that uplifts skillsets and maximizes the value of AI-driven tools.
We are dedicated to reinventing how data and analysis drives business outcomes. Our mission is to empower analysts with AI-powered tools, and enable deeper, higher-value work for our clients. We champion skill development and change management, ensuring all data and analytics professionals can thrive in this new AI environment. By commercializing innovative AI Platforms, Tools, Systems and Products and fostering a culture of experimentation, we deliver measurable productivity improvements and accelerate the adoption of cutting-edge capabilities. Our collaboration will engage many stakeholders and partners across Chase, as we lead the way in delivering faster, higher-quality insights and shaping the future of Data and Analytics.
Job responsibilities

• Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
• Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
• Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
• Implements a product-level collection strategy consisting of controls, financials, and resourcing needs
• Develop and execute change management strategies to drive successful adoption of AI technologies and new analytics tools across diverse teams.
• In partnership with HR and D&A leaders, Design, implement, and manage a persona-based training program tailored to the unique needs and skill levels of different user groups. Partner with analytics teams, business leaders, and technology partners to understand challenges, gather feedback, and address barriers to adoption.
• Create and deliver engaging training content, workshops, and resources that promote continuous learning and skill development. Monitor and measure adoption rates, training effectiveness, and user satisfaction, using data-driven insights to refine programs and approaches.
• Serve as a trusted advisor and advocate for end users, ensuring their voices are heard and their needs are addressed throughout the transformation journey.
• Lead communication efforts to articulate the value of new tools and processes, building excitement and buy-in across the organization.

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in program management or performance optimization
• Proven ability to manage and implement operational effectiveness initiatives
• Proven ability to operate within the product development life cycle and agile methodologies
• Proven track record in leading change management initiatives and driving technology adoption in large, complex organizations.
• Demonstrated ability to design, implement, and manage effective training programs
• Deep experience in supporting end users through technology transitions, collecting and acting on feedback, and ensuring sustained adoption and value realization.
• Experience collaborating with a wide range of stakeholders, including analysts, business leaders, and technology teams. Ability to assess adoption challenges, analyze feedback, and develop targeted solutions to drive success.
• Strong organizational skills with experience managing multiple initiatives simultaneously and delivering results on time. Understanding of data analytics platforms, AI-driven solutions, and the challenges associated with their adoption.
• Significant experience leading large-scale change management and client success initiatives, with a focus on technology adoption and user enablement.

About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.