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

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

2 days ago Be among the first 25 applicants

Join the Business Readiness team within the Wealth Management Business Administration and Operational Excellence group, where you’ll support diverse initiatives such as 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. 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.

• Design, build, and maintain reporting dashboards for all teams across JPMWM BA&OE and the broader Service & Administration organization; own and publish to the server.
• Utilize Alteryx and Tableau to create automated and self‑serve reporting.
• Develop and support applications or workflows used across the business.
• Synthesize actionable data and create presentations for the team and senior management.
• Stay current with AI and LLM models and demonstrate excellent prompting.
• Manage multiple priorities simultaneously, ensuring reporting is updated accurately and timely.
• Adapt quickly to changes within a dynamic environment.

• Maintain a positive attitude and act as a team player in supporting team functions and initiatives.
• Effectively serve a wide range of partners and stakeholders.
• Experience building with Tableau, Alteryx, and SharePoint.
• Previous experience developing low‑code applications or workflows (e.g., Unqork, Signavio, PEGA, Power).
• Experience with and interest in using AI and LLM to improve business operations & efficiency.
• Intermediate or advanced proficiency 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 communication skills, comfortable presenting complex concepts to leaders.

• MBA preferred.
• Working knowledge of or prior experience with Wealth Management business, processes, and systems.
• Experience with Microsoft, including the Power Platform.
• Comfortable developing workflows and solutions using both coding and low‑code/no‑code approaches.
• Advanced ability to utilize existing and 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 offer a competitive total rewards package including base salary, commission‑based pay, discretionary incentive compensation, health benefits, retirement plans, and more. Details about compensation and benefits will be provided during the hiring process.

We are an equal opportunity employer and place a high value on diversity and inclusion. 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.