JPMorgan Chase Wealth Management, Mortgage Analysis & Reporting Manager, Vice President in Westmont, Illinois

J.P. Morgan is a global leader in asset and wealth management services. We serve four distinct client groups through three businesses: institutions and retail clients through J.P. Morgan Asset Management; ultra high net worth clients through the Private Bank; and high net worth clients through Private Wealth Management. With assets under supervision of $1.5 trillion and assets under management of $1.1 trillion, we are one of the largest asset and wealth managers in the world.

The Analysis & Reporting Manager will join a global reporting & analytics team, delivering business-line focused operations analysis and MIS, defining and automating key metrics, and becoming a subject matter expert in operations data and processes. This high-visibility role will interface with operations and market senior managers to develop a wide range of programs focused on improving efficiency, service, and control. The ideal candidate will possess management experience in large-scale business operations, expertise in advanced reporting/analytics tools and techniques, and a strong aptitude for analyzing large, complex data sets to deliver high quality reporting to senior managers.

Primary Responsibilities

  • Develop and execute a strategic agenda to provide analytical & management reporting support for loan operations businesses, implementing programs that will improve operational controls, efficiency, and the client experience

  • Manage an operations volume capacity and forecasting model to ensure appropriate business readiness and staff utilization relative to expected volume patterns

  • Define, monitor, and report key operational metrics (KPIs); implement and manage balanced scorecards at the employee, team, and department levels

  • Partner with Technology leaders to drive a strategic data quality, sourcing, and metrics development agenda

  • Prepare a monthly executive management business review presentation

  • Management of analysts in the US and abroad

  • 12+ years of experience, preferably across diverse Finance/MIS/Analytical and Operations Management roles. Proven history of delivering timely, high quality, senior manager-level reporting and analysis from diverse, complex data sources

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

  • 4-5+ years MS SQL Server Reporting Services (SSRS) 2005/2008 Report Builder experience

  • Experience with other various Business Intelligence toolsets: SQL Server Analysis Services (SSAS), Integration Services (SSIS), Qlikview, Business Objects, SAS, etc

  • Expert level ability in all MS Office tools (Excel, Pivot Tables, Access, VBA, PowerPoint) as well as in SQL query development is expected

  • Experience developing complex Excel-based models

  • Excellent communication ability with strong attention to detail

  • BS/BA in MIS or a quantitative discipline; MBA preferred

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