The role involves optimizing business performance by offering data analysis and driving strategic initiatives, while ensuring operational integrity.
Job Description
As a Associate within the Asset and Wealth Management Finance & Business Management team, you will optimize business performance by promoting key initiatives. You will serve as a trusted advisor to Business/Group Heads, responsible for identifying, escalating, and mitigating business risks. Your role in business management is dynamic and may vary across different lines of business, aligning with their specific priorities.
Job Responsibilities:
Required Qualifications, Skills, and Capabilities:
Preferred Qualifications, Skills, and Capabilities:
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.
As a Associate within the Asset and Wealth Management Finance & Business Management team, you will optimize business performance by promoting key initiatives. You will serve as a trusted advisor to Business/Group Heads, responsible for identifying, escalating, and mitigating business risks. Your role in business management is dynamic and may vary across different lines of business, aligning with their specific priorities.
Job Responsibilities:
- Apply advanced analytical skills to interpret complex datasets, independently conducting and following up on analyses.
- Ensure accuracy and timeliness in data analyses, taking initiative in problem-solving and decision-making to drive project success.
- Articulate complex data findings effectively to diverse stakeholders and work collaboratively with cross-functional teams to align insights with business objectives.
- Utilize Qualtrics for designing surveys, collecting data, and conducting analyses to provide insights into customer experiences and feedback.
- Collaborate with senior leaders to drive strategic priorities and engage with global stakeholders to address challenges and implement best practices.
- Participate in initiatives to enhance business processes, identify and mitigate risks, and ensure operational integrity.
- Lead multiple projects with a focus on timely completion, while building strong relationships with stakeholders and facilitating effective communication.
Required Qualifications, Skills, and Capabilities:
- Educational and Professional Background: Holds a Bachelor's/Master's degree with over 9 years of relevant experience, having experience in client survey, employee/ client relationship experience or related background.
- Technical Expertise: Proficient in Qualtrics, Tableau, Alteryx, Python, and Advanced Excel for data manipulation, analysis, and survey design.
- Communication and Synthesis: Strong communication skills with the ability to synthesize work into executive summaries and reports, effectively conveying complex information.
- Detail-Oriented and Proactive: Organized approach to controls and risk management, with a proactive attitude and ability to provide value-added support to business partners.
- Problem-Solving and Analytical Skills: Structured problem-solving skills with proficiency in detailed analytics and issue identification, enhancing reporting processes using BI tools.
- Business Acumen and Stakeholder Collaboration: Strong business acumen and technical literacy, with the ability to collaborate effectively with senior stakeholders and understand market trends.
- Leadership and Adaptability: Proven experience in business and project management, with excellent leadership, communication, and interpersonal skills, capable of thriving in a fast-paced, dynamic environment.
Preferred Qualifications, Skills, and Capabilities:
- Collaboration and Timely Delivery: Experienced in working with development teams to ensure the timely delivery of reporting platforms and dashboards.
- Process Improvement and Innovation: Skilled in identifying areas for process improvement and enhancing efficiencies through innovative ideas and solutions.
- Adaptability and Independence: Capable of working under minimal supervision and adapting to demanding environments, maintaining a detail-oriented and results-focused approach.
- Communication and Design Rationale: Strong ability to articulate and demonstrate thoughtful rationale in design decisions, with an emphasis on detail-oriented and results-focused work.
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.
Top Skills
Advanced Excel
Alteryx
Python
Qualtrics
Tableau
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