J.p. Morgan Wealth Management Sr. Associate, Business Intelligence Data Visualization & Reporting

Columbus, OH, United States

Job Description


Posting Description

The Business Readiness team is part of the Wealth Management Business Administration and Operational Excellence organization. We support a wide range of teams and initiatives including new products, technology rollouts, key campaigns, policy and process changes, regulatory and other business changes. The team works cross-functionally with key partners to deliver solutions. We are seeking top performers who can engage quickly and deliver meaningful impact in a fast-paced environment.

This role will focus on data and analytics, reporting, automation, and workflow development supporting the Business Readiness team and the broader Business Administration and Operational Excellence (BA&OE) team. The position will collaborate on the design, development, operating model and implementation of reporting and analytics. This position will also partner with our PM, to ensure reporting requirements are met as we migrate to a new Change Management platform. Additionally, this position will have the opportunity to learn the business side of the team, supporting change initiatives as they come through the delivery enablement process.

Job responsibilities include:

  • Design, build and maintenance of reporting dashboards for all teams across JPMWM BA&OE; owning and publishing to the server
  • Utilizing Alteryx and Tableau to create automated and self-serve reporting
  • Supporting and/or developing application or workflows used across the business
  • Synthesizing actionable data and creating presentations for the team and senior management
  • Managing multiple priorities simultaneously, ensuring reporting is updated accurately and timely
  • This position requires flexibility and the ability to quickly adapt to changes within a dynamic environment
Required qualifications, capabilities & skills
  • Ability to effectively serve a wide range of partners and stakeholders
  • Experience with Tableau, Alteryx and SharePoint
  • Intermediate or advanced with Microsoft Office, specifically Excel, PowerPoint and Visio
  • BA/BS required; MBA preferred
  • 3+ years of analytics, data visualization or project management experience
  • Excellent written and verbal communications skills, comfortable presenting complex concepts to leaders
  • Maintaining a positive attitude and acting as a team player in supporting team functions and implementing initiatives
Preferred qualifications, capabilities & skills
  • Working knowledge of or prior experience with the Wealth Management business, processes and systems
  • Experience or interest in developing low code applications (e.g. Unqork, Signavio, PEGA)
  • Strong interpersonal skills and ability to work across all levels of the organization
  • Strength in project management, issue identification and resolution
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 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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm\'s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm\'s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

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Job Detail

  • Job Id
    JD4328488
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Columbus, OH, United States
  • Education
    Not mentioned