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for the creation, maintenance, and production of all reporting and analytics from Wealth Management Supervision, leveraging Business Intelligence tools such as Alteryx, Tableau, SQL, and Python to bring the data to life. This support primarily focuses on management oversight reporting, development of committee materials, management support, and ad-hoc analysis. The Analyst will be responsible for executing BAU reporting responsibilities, seeking better ways to perform existing processes, and creating and maintaining future requests.
Job Responsibilities:
Execute operational procedures to deliver data supporting business operations and oversight reporting.
Partner with the Project Management team to identify and develop both tactical and strategic data and reporting needs.
Ensure key trends, issues, and watch items are clearly communicated in management summaries derived from metrics.
Analyze data and reports to identify opportunities for improvement, isolate root causes, and collaborate on viable solutions to enhance processes.
Assist in developing and maintaining reporting procedures and controls in compliance with regulations.
Provide support for Testing and Quality Assurance activities as needed.
Required qualifications, capabilities, and skills:
A minimum of 3 years of professional experience, preferably in financial services, controls, risk management, or data analytics.
Strong proficiency in written and verbal communication in English.
Demonstrated experience as a Business Analyst or Data Analyst.
Ability to manage multiple priorities concurrently while meeting tight deadlines.
Excellent analytical, problem-solving, and time management skills.
Capability to interpret and visualize data to deliver actionable insights.
Strong sense of urgency in addressing escalating issues, adapting to rapidly changing priorities, and managing adverse performance.
Proficiency in using firm-approved Business Intelligence tools such as Alteryx and Tableau.
Proficiency in database querying languages such as SQL and/or Python, with a willingness to learn and become proficient shortly after employment.
Proficiency in the MS Office Suite, particularly PowerPoint and Excel.
Preferred qualifications, capabilities, and skills:
Bachelor's degree preferred, but not required.
Alteryx Designer Core certification, or a willingness to obtain certification shortly after employment.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.