Sr. Associate, USWM Analytics Solutions

Work for a company who gives you a platform to do amazing things.  

The Senior Associate, talented analytics consultant will help coordinate implementation of strategic analytics solutions across the JPMorgan Wealth Management (JPMWM) business that includes branch-based Chase Wealth Management, remote Personal Advisors, JPMorgan Advisors, and our Online Investing platforms.  Reporting to the Executive Director and Head of JPMWM Analytics Solutions, this role will be central in scoping and coordinating execution of our analytic strategy, including establishing operating models for our biggest initiatives and end-to-end management of cross functional programs. The Data & Analytics team is the engine that powers JPMorgan Chase with insights to create competitive advantages for our business and deliver value for our customers.  

We have unified data and analytics talent across the firm and encompass a variety of disciplines including data science, reporting, quantitative analytics, and data governance.  Within this organization, our Analytics Solutions teams plans, directs, and implements end-to-end solutions across the analytic continuum, including data infrastructure, data products, and complex analytics programs including artificial intelligence/machine learning initiatives.

The wealth management industry is rapidly changing, and JPMorgan Chase is transforming our U.S. wealth management business to accelerate growth.  

Job responsibilities

• Partner with key stakeholders across multiple functions develop an end-to-end plan for the execution of a project to build a new data pipeline, respond to a regulatory request, or implement an analytic proof of concept
• Lead a cross-functional forum of subject matter experts across product teams, channel owners, practice management and client experience to develop and test hypotheses to drive new analytic strategies
• Develop a business case and financial model for a new Data & Analytics ‘big idea’ given expected value to the firm to secure funding for the initiative
• Evaluate an external vendor’s data as a potential expansion the analytic capabilities within our customer recommendation engine
• Coordinate with Legal, Risk, and Compliance teams to ensure strong data and process controls on a product feature that leverages large language modeling
• Compile documents for senior leaders to provide simple status updates on our most visible, complex programs

Required qualifications, capabilities, and skills

• Are a ‘jack of all trades’ (or ‘jill of all trades’) with a mix of business acumen, mathematical know-how, storytelling, and intuition to translate business priorities into analytic objectives with a plan for execution that delivers value
• Possess an unrelenting energy to bring ideas to life with the motor to drive projects from conception to completion
• Create purpose and direction within project teams; you know how to keep the big thinkers grounded as well as bring detail-oriented analysts out of the weeds to move toward a common goal
• Demonstrate flexibility and creativity in your problem solving - you geek out about developing an elegant solution versus just solving a problem via brute force
• Recognize the stories in the data and illuminate them with consultant-quality visuals and presentations; you can summarize complex information to tell a simple story of what happened and why that can be easily consumed by executives
• Thrive at creating order from chaos; you excel at demanding structure, establishing processes, and creating efficiencies to drive results
• Comfortably navigate hierarchy, culture, and politics; you run meetings with grace and agility, ask the right questions, disagree without being disagreeable, and can flex your communication style across all levels of the organization

Preferred qualifications, capabilities, and skills

• Think R is more than a letter, PYTHON is more than a snake, and Java is more than an island or coffee bean; you have querying and programming skills and are curious to learn new tools and techniques
• Previously worked in an analytic strategy, data science or business intelligence role at a financial services company or a consulting firm
• Exhibit knowledge of the financial services industry and businesses (e.g., wealth management, retail, wholesale as well as operations and technology functions)
• Are a lifelong learner and hold a growth mindset; we welcome individuals who geek out on industry podcasts, sign up for courses to expand their skills, or participate in KDD and Kaggle competitions for “fun” and love to share what they are learning with the rest of the team

*** Relocation assistance is not available for this role

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

Equal Opportunity Employer/Disability/Veterans