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.
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.