Join the Institutional Investment Solutions (IIS) team and help deliver Outsourced Chief Investment Officer (OCIO) solutions to endowments, foundations, family offices and retirement plans. Leverage your analytical and technical skills to drive data analytics, business intelligence, reporting, and automation initiatives. Make a meaningful impact by generating insights that improve operational efficiency and support strategic decision-making.
As an Associate in the Institutional Investment Solutions Product Support team, you play a critical role in supporting the platform through data analytics, reporting, and automation. You leverage analytical tools and reporting platforms to generate business insights and improve operational efficiency across client, prospect, and internal activities. You transform complex data into actionable intelligence, supporting strategic decisions and enhancing business outcomes.
Job Responsibilities
- Analyze business, sales, and client-related data to generate actionable insights and support decision-making.
- Conduct client and prospect analytics, portfolio reviews, and business intelligence assessments using internal and external platforms / tools.
- Support data-driven research initiatives to identify growth opportunities and business trends across the IIS platform.
- Monitor key performance indicators and develop insights that help improve business outcomes and client engagement.
- Maintain and enhance dashboards / reporting tools to support business stakeholders.
- Prepare recurring and ad hoc business reports for senior leadership, consultants, and other stakeholders.
- Support third-party reporting requirements and analysis utilizing external data sources.
- Identify opportunities to automate manual processes and improve operational efficiencies and create reusable workflows, templates, and reporting solutions that improve consistency and scalability across the team.
- Partner with business stakeholders to streamline data collection, reporting, and operational processes and support the maintenance and enhancement of digital tools, workflow platforms, and analytics solutions.
- Assist with the development and implementation of product workflows and technology-enabled solutions.
- Collaborate with cross-functional teams to improve reporting capabilities, data accessibility, and user experience.
Required qualifications, capabilities and skills
- Bachelor’s degree in finance, Economics, Business, Analytics, Computer Science, Engineering, or a related field.
- 4+ years of experience in analytics, business intelligence, reporting, consulting, or data management functions.
- Strong proficiency in Python for data analysis, scripting, and automation.
- Experience working with Tableau or other visualization tools.
- Strong analytical, quantitative, and problem-solving skills.
- Attention to detail and the ability to manage multiple workstreams across regions and time zones.
Preferred qualifications, capabilities and skills
- Familiarity with large language models (LLMs) and their application to business and analytics workflows.
- Exposure to institutional investment products, asset management, or OCIO/investment solutions.
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.
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.
Skills Required
- Bachelor’s degree in finance, economics, business, analytics, computer science, engineering, or a related field
- 4+ years of experience in analytics, business intelligence, reporting, consulting, or data management
- Strong proficiency in Python for data analysis, scripting, and automation
- Experience working with Tableau or other visualization tools
- Strong analytical, quantitative, and problem-solving skills
- Attention to detail and ability to manage multiple workstreams across regions and time zones
- Familiarity with large language models and their application to business and analytics workflows
- Exposure to institutional investment products, asset management, or OCIO/investment solutions
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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