Talent.com
J.P. Morgan Wealth Management- Senior Associate, Business Intelligence – Data Visualization & Workflow Development
J.P. Morgan Wealth Management- Senior Associate, Business Intelligence – Data Visualization & Workflow DevelopmentJPMorgan Chase & Co. • Columbus, OH, United States
J.P. Morgan Wealth Management- Senior Associate, Business Intelligence – Data Visualization & Workflow Development

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

JPMorgan Chase & Co. • Columbus, OH, United States
30+ days ago
Job type
  • Full-time
Job description

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 (., 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
  • Create a job alert for this search

    JP Morgan Wealth Management Senior Associate Business Intelligence Data Visualization Workflow Development • Columbus, OH, United States

    Similar jobs
    Business Analyst 2

    Business Analyst 2

    vTech Solution • OH, United States
    Full-time
    Quick Apply
    The ideal candidate will possess strong analytical skills, experience with Azure DevOps or similar tools, and excellent communication abilities. Analyze and document business processes, workflows, a...Show more
    Last updated: 7 days ago
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data Annotation • Circleville, Ohio
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 21 days ago • Promoted
    Snr Manager, Financials Value Stream Product Management team

    Snr Manager, Financials Value Stream Product Management team

    Oracle • Columbus, OH, United States
    Full-time
    Job Description • • You will provide strategic direction and day-to-day leadership for a team of seven Product Managers, each owning a distinct area of our financial solutions portfolio.This include...Show more
    Last updated: 1 hour ago • Promoted • New!
    Senior Workday Integration & Development SME

    Senior Workday Integration & Development SME

    Stellent IT LLC • Columbus, OH, United States
    Temporary
    Quick Apply
    Job Title : Senior Workday Integration & Development SME Job Location : - Columbus, OH ,Detroit, MI or Indianapolis, IN (Hybrid) ...Show more
    Last updated: 8 days ago
    EDW BSA Lead

    EDW BSA Lead

    TEKsystems • Columbus, Ohio, United States
    Full-time
    Candidates must be onsite in COlumbus, OH.Candidates must be strong with SQL and have great Enterprise Data Warehouse experience. Our client is looking for a Lead Business Systems Analyst (BSA) in o...Show more
    Last updated: 5 days ago • Promoted
    SAP Workflow Consultant

    SAP Workflow Consultant

    Openkyber • OH, United States
    Permanent
    Quick Apply
    Description We are looking for a dedicated Operations Analyst to join our team on a long-term contract basis in Cincinnati, Ohio. In this role, you will play a crucial part in supporting daily busin...Show more
    Last updated: 3 days ago
    Technical Business Analyst

    Technical Business Analyst

    Relativity • Columbus, Ohio, United States
    Full-time
    Relativity's Problem Management is seeking a Technical Business Analyst who excels at using data analytics to uncover trends in quality, client workflows, product performance and efficiency.Your in...Show more
    Last updated: 25 days ago • Promoted
    Center Clinical Director, Associate

    Center Clinical Director, Associate

    ChenMed • Commercial Point, OH, US
    Full-time
    We’re changing lives every day.For both our patients and our team members.Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with ...Show more
    Last updated: 13 days ago • Promoted
    Mental Health Therapist

    Mental Health Therapist

    SonderMind Careers • Circleville, OH, US
    Full-time
    SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools....Show more
    Last updated: 16 days ago • Promoted
    Business Development Associate - Full Training

    Business Development Associate - Full Training

    Brewer Agency • Dublin, OH, us
    Full-time +1
    Quick Apply
    Business Development Associate - Unlimited Growth and Potential.Job Type : 1099 Independent Contractor / 100% Commission. Flexible, Remote, Full-Time / Part-Time.Commission-based (Average First Year Ear...Show more
    Last updated: 20 days ago
    Gen AI Engineer

    Gen AI Engineer

    Donato Technologies, Inc • Columbus, OH, United States
    Full-time
    Quick Apply
    Gen AI Engineer Columbus, OH &l...Show more
    Last updated: 5 days ago
    Online Survey Participant : Work Remote and Earn Up To $25 Per Survey

    Online Survey Participant : Work Remote and Earn Up To $25 Per Survey

    Earn Haus • Circleville, OH, US
    Remote
    Full-time +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...Show more
    Last updated: 30+ days ago • Promoted
    Compensated Surrogacy Opportunity - Make a Life Changing Impact and Earn $60,000+

    Compensated Surrogacy Opportunity - Make a Life Changing Impact and Earn $60,000+

    Newborn Advantage Surrogacy • Commercial Point, OH, US
    Full-time
    Compensated Surrogacy Opportunity - Make a Life Changing Impact and Earn $60,000+.Newborn Advantage Surrogacy is seeking qualified women to become gestational surrogates and help intended parents g...Show more
    Last updated: 7 days ago • Promoted
    Director, Business Development Real World Data / Evidence (RWD / E)

    Director, Business Development Real World Data / Evidence (RWD / E)

    Cardinal Health • Columbus, OH, United States
    Full-time
    Position Summary • • • •About Specialty Networks Solutions • • Specialty physician practices are challenged to provide high quality care at lower costs. Specialty Networks Solutions help practices navi...Show more
    Last updated: 1 hour ago • Promoted • New!
    Business Development Associate

    Business Development Associate

    Emergent Holdings, Inc. • Westerville, OH, United States
    Full-time
    SUMMARY : Reviews, analyzes, approves or rejects complex business within letter of authority.Serve as liaison with company personnel regarding company business opportunities and problem resolution....Show more
    Last updated: 1 hour ago • Promoted • New!
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Circleville, Ohio
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 21 days ago • Promoted
    Strategy Associate

    Strategy Associate

    EMC Research • Columbus, Ohio, United States
    Full-time
    National Polling and Market Research firm seeks.Strategy Associate (Pacific Time).Our mission is : to partner with our clients to solve problems through well-executed research conducted by curious a...Show more
    Last updated: 7 days ago • Promoted
    Associate Market Clinical Director

    Associate Market Clinical Director

    ChenMed Family of Companies • Columbus, OH, US
    Full-time
    The Associate Market Clinical Director will directly supervise, performance manage and train Clinical Directors within in his / her assigned market. The incumbent in this role is accountable for cente...Show more
    Last updated: 16 days ago • Promoted