JPMorgan Chase Wealth Management - CWM Operations - Business/Data Analyst - Associate in Chicago, Illinois

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

This individual will perform reporting and data analysis functions in support of the Estate Account Operations group in Chase Wealth Management Operations. This group works closely with personal representatives, legal entities, beneficiaries and licensed representatives along with internal partners to facilitate beneficiary distributions for the following client segments in CWM: Legacy CWM Advisors (Chase Investments / Chase Private Client), Self-Directed Investing (YouInvest) and Chase Investments Direct (CID).

The Role:

The role requires someone with the ability to work in a complex data environment as well as the ability to partner with the business to find creative solutions to problems and provide actionable information to business leaders. This individual is responsible for meeting the organization’s need for management information, reporting, and analysis. Candidates must possess advanced problem solving skills, the willingness to learn, and the ability to effectively communicate findings verbally and in written/presentation format. In addition, the analyst must have the ability to research and resolve issues independently but must possess a team player mentality. The ideal candidate is a critical thinker that will thrive in a fast-paced, competitive environment and will mesh well with a team that prides itself on attention to detail and results.


  • Take ownership of all departmental metrics

  • Analyze data and review reports to provide insights and recommendations to the business

  • Assure the integrity of data, including data extraction, manipulation, analysis and reporting

  • Work with business functional area counterparts to develop and enhance management reporting

  • Interface with business management, operations, and risk managers to develop a wide range of metrics focused on measuring efficiency, service, and control

  • Document, review, analyze and evaluate business processes, systems and user needs.

  • Types of analysis and reporting may include: scorecard development, quality reviews, workflow analysis, and business/client reporting.

  • Proactively generate ideas for improvement in reporting as well as new ways of looking at information

  • Detailed analysis of information with the goal of developing a robust conclusion and recommendation

  • Develop, test and implement daily, weekly, monthly, and ad hoc reports that enable data driven business decisions

  • Perform statistical analysis and advanced root cause analysis to identify areas of opportunity and make strategic recommendations to leadership


  • The ideal candidate will possess a “can do” attitude with the ability to take ownership and work independently, is detail oriented, and has a strong aptitude for analyzing large, complex data sets to deliver high quality reporting to senior managers.

  • 5+ years of experience in a reporting or business analytics role

  • Strong working knowledge of Microsoft Office Applications (Excel, Pivot Tables, Access, Power Point)

  • Analytical/Data Mining Systems (i.e. Tableau, SQL, SAS)

  • Strong data analysis/quantitative/technical aptitude with ability to quickly learn new metrics, processes, and datasets

  • Ability to partner collaboratively with key stakeholders and able influence across all levels

  • Strong organizational and time management skills

  • Ability to multi-task and manage multiple priorities

  • Strong verbal and written communication skills

  • Executes superbly and meets commitments

  • Ability to perform statistical analysis to identify relationships

  • BS/BA preferred with preferred concentration in Math, Statistics, Economics, or similar quantitative disciplines

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.