Wealth Management, Client Operations, Business Insights Analyst, Associate


: $134,560.00 - $134,560.00 /year *

Employment Type

: Full-Time


: Accounting

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JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.The WM Client Operations Data Analytics and Insights Analyst is a position within the Reporting and Analytics team of Wealth Management Client Operations. The role will perform advanced analysis of data across WM Client Operations to identify trends, determine drivers of volumes and changes, and discover opportunities to improve the client experience and operate more efficiently. This person will engage process owners, stakeholders, and subject matter experts throughout the firm to facilitate insights. Key Functions Working across CWM Operations teams and critical partners to assist in determining key data requirementsEnvisioning, orchestrating, and building strategic insights and opportunities to continuously improve our businessIdentifying opportunities for automation and scorecarding to ensure key process improvement opportunities are identified and socializedAnalyzing business results with an eye towards recommendations for enhancementEvaluating data to identify drivers of volumes and emerging trendsDeveloping visualizations of analytics insights for consumption by stakeholdersSupporting ad-hoc reporting and analytics requests Qualifications5+ years of Analytics experience with a focus on large datasets and predictive analytics4+ years of demonstrated analytical skills and experience with reporting tools like SSRS, SSAS, QlikView, QlikSense, or TableauProficient with SQL query developmentMinimum 3 years experience working with large corporate databases/applications Strong analytical and problem resolution skillsAbility to synthesize large amounts of data to tell a relevant storyStrong quantitative and critical thinking skills with capacity to learn quicklyStrong ability to communicate with stakeholders across functions and at all levelsProven verbal and written communication skillsBachelor s degree required, advanced degree desired, with preferred concentration in Math, Statistics, Economics, or similar quantitative disciplines * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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