Chase ยท 2 months ago
AWM, Portfolio Insights Analyst
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Entry Level
3+ years expChase is a leading financial institution, and they are seeking an associate-level analyst for their Portfolio Insights program. The role involves collaborating with financial advisors, running analytics, and supporting the program's growth through data-driven content and client servicing.
BankingFinancial Services
Responsibilities
Construct analytics to ensure quick turnaround times for full-service requests across major channels
Manage offshore channel analytics, escalating to specialists for client calls as needed
Support program expansion into Canada by handling increased volume of full-service analytics
Collate data from multiple sources and perform data manipulation for program-related content
Assist team members with updating and producing timely intellectual capital content
Distribute and discuss data-driven content across the organization, supporting program growth
Respond to data requests and collaboration opportunities from other teams in a timely manner
Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists
Qualification
Preferred
3+ years' work experience, ideally involving client interaction
Demonstrated record of academic and professional achievement
Ability to work effectively within a highly motivated and hard-working team as well as on own initiative
Strong communication skills (written and oral)
Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes
Ability to interact with colleagues at all levels
Ability to create & articulate compelling, thoughtful and creative presentation materials
Accuracy and attention to detail is essential with strong analytical acumen
Strong technical skills, including a proficiency in PowerPoint, Excel and Word
High intellectual aptitude
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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