Job Description Do you wonder what dynamics make a sales force exceptional? Would you like to be part of a team that uses data and technology to optimize advisor performance across dedicated and pooled investment advice products? JPMorgan Chase needs curious, passionate data scientists to drive the transformation of data into insights that identify \"aha!\" moments that enable an exceptional wealth management workforce.
The Data & Analytics team is the engine that powers JPMorgan Chase with insights to create competitive advantages for our business and deliver value for our customers. We have unified data and analytics talent across the firm and encompass a variety of disciplines including data science, reporting, quantitative analytics, and data governance. Within this organization, the Decision Sciences team leverages industry-leading data-driven techniques to convert data into meaningful insights that enable the firm to drive value and an outstanding customer experience.
The wealth management industry is rapidly changing and JPMorgan Chase is transforming our U.S. wealth management business to accelerate growth. We are looking for a talented analyst to help inform our distribution strategy across a newly combined US Wealth Management (USWM) business unit that includes Chase Wealth Management, JP Morgan Securities, and the Self Directed Investing digital platform. Reporting to the Executive Director of USWM Sales Science, this role will be central in understanding acquisition and deepening trends and advisor behaviors at a macro- and micro-market level to inform practice management strategies as part of a robust performance management program.
This is a vital hands-on role so we're looking for exceptionally creative, ambitious, \"data curious\" thinkers who can help take our help extract true business value from data.
A typical day might include:

• Analyzing drivers of advisor performance to understand the relative impact of opportunity, behaviors, and effectiveness on acquisition and deepening outcomes
• Segmenting branch-based advisors to identify populations in order to enable peer comparisons based on expected performance and skill sets
• Overlaying customer and channel behaviors across our local markets and branch footprint to determine how to optimize in-person and remote staffing
• Monitoring market, role, and location-level performance to diagnose opportunities that inform practice management activities which improve our sales practices
• Delivering simple, consistent and streamlined dashboards for field leadership to identify key gaps in performance and coach to stronger business outcomes

You are a strong candidate if you:

• Have an undergraduate or advanced degree in an analytical field (e.g., Computer Science, Economics, Mathematics, Statistics, Engineering, Operations Research) and 1-3+ years of experience as a practicing data scientist.
• Know PYTHON is more than a snake! You have programming skills needed for both the computational aspects of big data as well as working with statistical models. Experience writing complex SQL scripts and with Pyspark / Jupyter Notebooks.
• Stay abreast of modern data mining, quantitative research, and data science techniques (e.g., decision trees, linear/ multinomial logistic/ridge regressions, collinearity analysis (VIF), machine learning, string similarity, behavioral analytics, look-a-like models).
• Have the expertise to right-size your analytical approach to the complexity of the problem.
• Have a demonstrated ability to think both independently and collaboratively to implement creative solutions that solve business problems, being diligent in the detail while maintaining focus on broader purpose and business objectives.
• Are comfortable summarizing key information and presenting recommendations to multiple stakeholders to influence senior management.

Bonus points if you:

• Previously worked in a workforce analytics, sales performance analytics, or sales science organization
• Are proficient with Business Intelligence (BI) tools (e.g. Tableau, Shiny Dashboards)
• Are a lifelong learner and hold a growth mindset; we welcome individuals who geek out on industry podcasts, stay abreast of cutting edge techniques, or participate in KDD and Kaggle competitions for "fun" and love to share what they are learning with the rest of the team
• Have an MBA or other Masters' degree in a quantitative field

About Us 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 also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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. 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.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.
Equal Opportunity Employer/Disability/Veterans
About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.