Verified Job
Accounting - Finance
Asset Management Business Intelligence and Client Analytics Associate
Accounting - Finance
#357314
Remote / WFH
Job Description
J.P. Morgan Asset Management (JPMAM) is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Marketer, Client Account Manager, Portfolio Manager and Investment Specialist.
You will be part of the Gobal Business Intelligence team which is focused on using data to identify and optimize sales productivity and business development efforts, steer development of marketing strategies, oversees the entire lifecycle from acquisition to analytics to delivery of increased ROI, new business and sales growth. You will work closely with sales management, advisors and the marketing team to steer strategies and foster change management. The aim is to shape distribution strategies through data-driven insights, and to embed these analytical processes into the organization's decision-making framework to continually improve and evolve the insights delivered to the business
Job responsibilities
Support initiative(s) to deliver information and business intelligence strategies across Sales & Marketing groups. Ability to understand key business drivers / questions , translate into structured analysis and providing business insights
Perform analysis on key business trends from different perspectives and package the insights into easily consumable presentations and documents
Working with technology teams to create a center of excellence around visualization strategies, Design and implement solutions including executive reports, dashboards and data quality tools - Standard Reporting and Ad hoc support responsibilities across the business channels, product and management
Develop a strong understanding of different data sources, identify gaps in data quality / accuracy and eventually setting to continuously improve the data across platform. Provide expertise of application, e.g., understanding of functionality, capabilities and limitations. Provide support for reporting issues
The role requires coordinating and working primarily with the Distribution teams and their partners (Client Service, Marketing, Product, Finance and Technology) to help facilitate the sales process
Fostering a data-driven, innovative culture
Required qualifications, capabilities, and skills
Understanding of Investment Management Business, Mutual Funds, Managed Accounts, and/or Separate Accounts preferable
MBA or advanced degree in Statistics, Math, Engineering or other quantitative-focused field preferred
Strong visualization capabilities and experience with BI tools (Qlik, Tableau, Power BI, etc). Experience in a data visualization, product analytics and/or product growth/optimization role focused on digital experiences (mobile, web, video, commerce/subscription)
Experience using enterprise scheduling / reporting tools (Business Objects is a plus)
Technical expertise in data mining (SQL, Python, etc)
Demonstrated ability to conduct data analysis, actionable insights, and work directly with product and business owners to implement and measure recommended actions
Preferred qualifications, capabilities, and skills
A balanced approach combining judgment, analytical rigor, curiosity, open-mindedness and creativity. Excellent communication skills with a knack of converting data into stories
Ability to multi-task and understand priorities/workflows. Self-motivated, team player with strong work ethic
Ability to build relationships across global teams
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
You will be part of the Gobal Business Intelligence team which is focused on using data to identify and optimize sales productivity and business development efforts, steer development of marketing strategies, oversees the entire lifecycle from acquisition to analytics to delivery of increased ROI, new business and sales growth. You will work closely with sales management, advisors and the marketing team to steer strategies and foster change management. The aim is to shape distribution strategies through data-driven insights, and to embed these analytical processes into the organization's decision-making framework to continually improve and evolve the insights delivered to the business
Job responsibilities
Support initiative(s) to deliver information and business intelligence strategies across Sales & Marketing groups. Ability to understand key business drivers / questions , translate into structured analysis and providing business insights
Perform analysis on key business trends from different perspectives and package the insights into easily consumable presentations and documents
Working with technology teams to create a center of excellence around visualization strategies, Design and implement solutions including executive reports, dashboards and data quality tools - Standard Reporting and Ad hoc support responsibilities across the business channels, product and management
Develop a strong understanding of different data sources, identify gaps in data quality / accuracy and eventually setting to continuously improve the data across platform. Provide expertise of application, e.g., understanding of functionality, capabilities and limitations. Provide support for reporting issues
The role requires coordinating and working primarily with the Distribution teams and their partners (Client Service, Marketing, Product, Finance and Technology) to help facilitate the sales process
Fostering a data-driven, innovative culture
Required qualifications, capabilities, and skills
Understanding of Investment Management Business, Mutual Funds, Managed Accounts, and/or Separate Accounts preferable
MBA or advanced degree in Statistics, Math, Engineering or other quantitative-focused field preferred
Strong visualization capabilities and experience with BI tools (Qlik, Tableau, Power BI, etc). Experience in a data visualization, product analytics and/or product growth/optimization role focused on digital experiences (mobile, web, video, commerce/subscription)
Experience using enterprise scheduling / reporting tools (Business Objects is a plus)
Technical expertise in data mining (SQL, Python, etc)
Demonstrated ability to conduct data analysis, actionable insights, and work directly with product and business owners to implement and measure recommended actions
Preferred qualifications, capabilities, and skills
A balanced approach combining judgment, analytical rigor, curiosity, open-mindedness and creativity. Excellent communication skills with a knack of converting data into stories
Ability to multi-task and understand priorities/workflows. Self-motivated, team player with strong work ethic
Ability to build relationships across global teams
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
