J.P. Morgan Wealth Management- Senior Associate, Business Intelligence – Data Visualization & Workflow Development

Join the Business Readiness team within the Wealth Management Business Administration and Operational Excellence group, where you'll support diverse initiatives like new products, technology rollouts, and policy changes. We're looking for a top performer to make a meaningful impact in a fast-paced environment, focusing on data analytics, reporting, and automation. Collaborate on designing and implementing reporting solutions and gain exposure to the business side by supporting change initiatives.

As a Senior Associate in the Business Readiness team within the Wealth Management Business Administration and Operational Excellence (BAOE) group, you will engage quickly and deliver meaningful impact in a fast-paced environment. You will focus on data and analytics, reporting, dashboards, automation, and workflow development. You will collaborate on the design, development, operating model, and implementation of reporting and analytics, and partner with our PM to ensure reporting requirements are met. Additionally, you will have the opportunity to learn the business side of the team, supporting change initiatives as they come through the delivery enablement process.

Job 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

Required qualifications, capabilities & skills

• 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 qualifications, capabilities & skills

• 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

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, paid in the form of cash and/or forfeitable equity, 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, tuiti