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Technical Business / Data Analyst

Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

J.P. Morgan Asset 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.
The Private Bank (PB) within Global Wealth Management (GWM) within Asset Management assists high-net-worth individuals in managing their wealth, by advising them on how best to configure their assets for maximum benefit, and by providing financial services to achieve specific goals.  GWM draws on the expertise of product specialists throughout JP Morgan, and coordinates the delivery of JPMorgan services furnished to private clients, so that they complement each other and are presented to (and reported to) the client in an integrated fashion.
GWM works with clients in three interrelated aspects of wealth management: 1) configuring assets optimally, through various asset ownership structures, diversification strategies, and other techniques for realizing and preserving asset values after taxes, 2) investing effectively, whether clients prefer to manage their portfolio independently, or ask us to manage their investments; or a combination of both, 3) managing liquid assets to ensure readily available funds for ongoing day to day monetary needs.  Our goal is to help affluent individuals optimize their wealth, after taxes and across generations.
There is a position available in the Private Bank for an experienced Technical Business/Financial Data Analyst. The ideal candidate is a professional with 3+ years of background as a data analyst in financial services industry. Must have experience working with medium/large databases and a background in analysis and documentation of data is required. Experience in data warehousing and operational data stores is a plus. Diverse duties include working with end users to determine data requirements for reporting requests, data mining requests, the development and delivery of both ad hoc/recurring reports, and assisting with testing and implementation. Additionally, the ideal candidate will work with related Information Architecture and Project Teams to identify data requirements, perform business and technical data analysis, develop ETL mapping documents, collaborate with various Applications Development groups to ensure that data requirements are well understood, and assist with the resolution of data related questions as they arise throughout the project life cycle.  Must have financial services experience and excellent communication skills. Strong background in technology helpful
Role Specific Responsibilities
  • Perform Business and Data Analysis for end user report requests using SQL, and or Business Objects or other reporting/data mining tools as indicated.
  • Support all technology projects in the analysis, documentation and socialization of data requirements in accordance with the needs of the technology program
  • Collaborate with Information Architecture and Business Analysis teams in formulation of requirements for data across all of Private Banking’s product lines including Deposits, Trust, Credit, Risk Analytics and Client Reference Data.
  • Develop appropriate requirements documentation in line with SDLC framework including Data Requirements, Mapping and Test Plans.
  • Define data quality plans to address data quality issues; work with business partners to build business understanding of data issues.
  • Support day to day production inquiries and questions from other technology groups.
  • Assist with the end to end project management of reporting and ETL development projects within the team. 
Business Partnership
  • Establish strong working relationships with team members and across the business as appropriate.
People/Project Management
  • Handle individual workload and deliver upon project milestones on time and on budget.
  • Demonstrate ability to work in a team environment for resolution of issues.
  • Coordinate project tasks and timelines for ETL development within the team.
  • 3+ years of relevant experience with concentration in Business Analysis, Data Analysis and Design
  • Financial Industry background including Trust and Custody, Deposits, Reference Data (Client and Securities), Credit and Risk analytics, Brokerage and Banking Systems
  • Knowledge of relevant technology toolsets relative to data analysis and documentation including SQL, Data Modeling, Metadata organization, data cleansing, and reporting tools such as Business Objects, or other data reporting/data mining tools.
  • Knowledge of Operational Data Warehousing disciplines and related toolsets. 
  • Strong attention to detail.
  • Excellent communication skills, written and oral.
  • Ability to work well in a team environment
  • Ability to work independently
  • Demonstrated experience interfacing with stakeholders, gathering requirements, writing functional specifications, performing UAT and documenting technical specifications
Req #: 160047302
Location: Brooklyn, NY US
Job Category: Technology
Employment Type: Full Time
Potential Referral Amount: 3000 US Dollar (USD)

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