JPMorganChase · 1 day ago
J.P. Morgan Wealth Management- Senior Associate, Business Intelligence – Data Visualization & Workflow Development
Columbus, OH
Full-time
Onsite
Mid Level
3+ years expJPMorganChase is a leading financial services firm, and they are seeking a Senior Associate for their Business Readiness team within the Wealth Management Business Administration and Operational Excellence group. The role focuses on data analytics, reporting, and automation, requiring collaboration on the design and implementation of reporting solutions while supporting change initiatives.
Asset ManagementBankingFinancial 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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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