Data Analytics Associate – Banking & Wealth Management

Join the Infrastructure and Reporting Analytics team for an exciting role to support the Consumer Bank organization. You will have the opportunity to work closely on new business initiatives to support the integration of new modernization infrastructure efforts into the ledger and downstream finance systems, as well as support ad hoc data analysis.

As an Associate in the Infrastructure and Reporting Analytics team, you will support the reporting and analysis of consumer deposits for the Firm while partnering with Product Teams, SEC Reporting, Consumer & Community Banking (CCB) Regulatory Reporting, line of business deposit controllers, technology, and other groups within the Firm. You will oversee the data and finance requirements for new consumer business initiatives, with a focus on end-to-end controls, and drive relationship management with product teams for new product and infrastructure development. Additionally, you will work on various business integration initiatives that involve streamlining processes, building best practices for data analysis and retrieval utilizing technical skills with tools such as Alteryx, SQL, or Tableau. In this role, you will gain a deep understanding of consumer deposits, overdrafts, and other products, deposits systems, controls, and a basic understanding regulatory guidance.

Job Responsibilities

• Establish strong relationships and provide support to Consumer Product and related control groups
• Collaborate with technology and control partners to ensure that reporting processes and solutions meet risk and control standards.
• Escalate issues constructively and present complex information in a clear and concise manner to Management
• Test data solutions for alignment of results to submissions/manual processes
• Distribute and create reporting as necessary to various stakeholders
• Manage relationship between technology, and management team, to outline timelines and milestones to align reporting with target end state
• Provide timeline outlines and project management for new product development
• Utilize tools available to streamline processes and create efficiencies where possible

Required qualifications, capabilities, and skills

• Bachelor’s degree in Management Information systems, Accounting or Finance
• 2+ years of Accounting, Finance, Data Analytics, Process Management, or related experience
• Proficient in SQL, Python, or other coding language 
• Proficient in Excel & PowerPoint
• Experience with data analysis and creating reporting
• Ability to grasp concepts quickly, develop a plan, and execute for results
• Solid problem solving, analytical, and creative thinking skills
• Ability to summarize large amounts of data, formulate a concise message, and communicate clearly to Management
• Strong project management, multitasking and organizational skills

Preferred qualifications, capabilities, and skills

• JIRA, Alteryx, or Tableau skills
• Experience with SAP, and Hyperion Essbase or Dodeca
• Experience with regulatory reporting

Additional Information

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time.

Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.

This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans