Job Description

Are you passionate about transforming data into actionable insights, building impactful reports, and supporting business leaders with strategic analysis? Do you thrive in a fast-paced environment where your analytical skills and business acumen can make a real difference?

As a Senior Associate within the Chase Wealth Management Finance & Business Management team, you will partner closely with field leadership and data specialists to deliver high-quality reporting, promote performance analytics, and support strategic initiatives. You will play a key role in enabling the Select Advisor Group to achieve its financial and operational goals through robust analysis and business management support.

Job Responsibilities

Provide comprehensive reporting and analytical support for the Select Advisor Group within Chase Wealth Management.Develop, automate, and enhance regular and ad hoc reports, including weekly performance updates, monthly scorecards, and business review materials.Partner with data specialists and field leaders to innovate reporting processes and drive data-driven decision making.Conduct deep-dive analytics to identify trends, opportunities, and risks, and present actionable recommendations to stakeholders.Support the execution of long-term goals and priorities by leveraging financial principles and business drivers.Collaborate on national initiatives, providing feedback and supporting implementation as needed.Manage multiple projects and deliverables simultaneously, adapting to changing priorities in a dynamic environment.

 

Required qualifications, capabilities, and skills

Bachelor’s Degree in Finance, Data Analytics, Statistics, Business Administration, or related field, or equivalent work experience.2+ years of relevant experience in financial services, business analytics, or reporting.Advanced proficiency in Excel and PowerPoint.Experience with data mining, manipulation, and ad hoc reporting for senior management.Strong written and verbal communication skills, with the ability to present complex information clearly.Proven ability to manage multiple projects and deliver results under tight deadlines.

Ability to work collaboratively and build strong relationships across teams.

 

Preferred qualifications, capabilities, and skills

Experience with data visualization and analytics tools such as Tableau, Databricks, Alteryx, SQL, and/or Python.Experience automating reporting processes and enhancing data workflows.Highly motivated self-starter with excellent time management and prioritization skills.Inquisitive, enthusiastic, and diligent, with a drive to innovate and improve business processes.Ability to thrive under pressure and adapt to changing business needs.