Chase · 3 months ago
J.P. Morgan Wealth Management- Senior Associate, Business Intelligence – Data Visualization & Workflow Development
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid, Senior Level
3+ years expChase is a prominent financial services firm, and they are seeking a Senior Associate for their Wealth Management Business Administration and Operational Excellence group. The role focuses on data analytics, reporting, and automation, requiring collaboration on reporting solutions and support for change initiatives.
BankingFinancial Services
Responsibilities
Design, build and maintenance of reporting dashboards for all teams across JPMWM BA&OE (as well as the broader Service & Administration organization); owning and publishing to the server
Utilizing Alteryx and Tableau to create automated and self-serve reporting
Developing and supporting application or workflows used across the business
Synthesizing actionable data and creating presentations for the team and senior management
Staying current with AI and LLM models and demonstrate excellent prompting
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
Qualification
Required
Maintaining a positive attitude and acting as a team player in supporting team functions and implementing initiatives
Ability to effectively serve a wide range of partners and stakeholders
Experience building with Tableau, Alteryx and SharePoint
Previous experience developing low code applications or workflows (i.e., Unqork, Signavio, PEGA, Power)
Experience with and interest in using AI and LLM to improve business operations & efficiency
Intermediate or advanced with Microsoft Office, specifically Excel, PowerPoint and Visio
BA/BS required
3+ years of analytics, development, data visualization or project management experience
Excellent written and verbal communications skills, comfortable presenting complex concepts to leaders
Preferred
MBA preferred
Working knowledge of or prior experience with the Wealth Management business, processes and systems
Experience with Microsoft, including the Power Platform
Comfortable developing workflows and solutions using both coding, or low-code/no-code approaches
Advanced ability to utilize existing & emerging intelligent solutions to support the business
Strong interpersonal skills and ability to work across all levels of the organization
Strength in project management, issue identification and resolution
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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