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Chase · 4 hours ago

J. P. Morgan Wealth Management - Business Analysis Manager

10 S Dearborn St, Chicago, IL, 60603, US

Full-time

Onsite

Mid, Senior Level

$104K/yr - $150K/yr

5+ years exp

Chase is a leading financial institution offering innovative financial solutions. As a Business Analysis Manager within Workforce Management for J.P. Morgan’s Wealth Management, you will shape and deliver reporting and insights that drive operational excellence and collaborate with various teams to define data and reporting requirements.

BankingFinancial Services

Responsibilities

Develop data repository complete with the appropriate data model, data structure, data hierarchy and enhanced summarization capabilities to align with corporate standards

Maintain all documentation on source of truth and core calculations for each of the WFM data elements and reports

Design reporting/visualizations that provide easy-to-navigate interfaces and clear data displays (Time period, charts, graphs, highlights, trends and patterns, etc.)

Embed comprehensive validation. quality controls and inspections to ensure reports are consistently providing accurate insights. This includes designing, updating and maintaining reports that meet the firm’s audit control requirements

Partner with stakeholders to gather a holistic set of report requirements (data needs, design preferences, filters, refresh rate, etc.)

Act as data expert on all WFM reports and data elements across all core products (ie:Webstats/Genesys, Alvaria, Service Desktop, IVR, Call Miner, etc)

Build operating models and workflows to support optimum efficiency across internal processes; work closely with work stream owners to track and report progress of growth initiatives

Qualification

WFM/Call Center reportingSQLData visualizationData warehouse developmentMicrosoft OfficeTableauLeadership skillsCommunication skillsOrganizational skillsProblem solving

Required

5 years in WFM/Call Center reporting and analytics

2 years with development of data warehouse/repository and managing large scale projects

High level of proficiency using Microsoft Office products such as Word and PowerPoint

Experience with SQL and writing database queries

Prior experience creating high quality presentations used for executive level management communication and data visualization with the ability to tell a compelling story using analytics (example presentation required during second interview round)

A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating ability to work in an unstructured, dynamic environment

Strong organizational skills and detail-orientation, comfort juggling a dynamic and complex piece of work; Ability to articulate complex data to non-data users in a way that would be easily understood