Reporting & Automation - Associate Senior

JPMorgan Chase
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Job Description

As a Senior Associate for Reporting and Automation in the Consumer and Community Banking Card Data & Analytics: Reporting & Automation Team, you will be tasked with delivering actionable insights, analyses, and recommendations to both the leadership and marketing teams across Chase Card Services. Your role will be crucial in promoting business growth through card acquisitions, managing existing portfolios, and collaborating with product teams.

Job Responsibilities:

  • Design, develop, and maintain customer dashboards for the CCB Card D&A group and teams across Chase Card using data visualization tools such as Tableau.
  • Interpret and analyze the insights from Tableau-based dashboards & interactive analytic suites to identify and present actionable opportunities and monitor the comparative effectiveness of various initiatives across Card teams.
  • Package and present data and insights in an executive and visualized format.
  • Prepare and automate the data needed for Tableau dashboards, including any statistically derived metrics or benchmarks; and uses multiple analytic tools and data sources to support that objectives, including Tableau, Alteryx, SAS, SQL, and Excel.
  • Pro-actively identify key growth areas and opportunities and communicate recommendations to the Card leadership team and various marketing teams across the firm to influence and fine-tune our marketing strategies.
  • Collaborate with cross-functional strategy teams within Card to design and deliver customized analyses and strategic roadmaps, and synthesize the data into actionable insights to influence and drive business and marketing strategies for the Card businesses.

'Required Qualifications, Skills and Capabilities:

  • Education: Bachelor's degree in a quantitative discipline such as business, finance, economics, engineering, statistics, information system, or mathematics; Master’s degree in a STEM field
  • Required work experience: 8+ years of relevant experience in data visualization, analytics, and data-driven strategic marketing role(s).
  • Strong Alteryx and Alteryx Server knowledge
  • Strong Tableau and Tableau Server knowledge
  • Excellent analytical ability as well as hands-on experience with analytical and statistical packages/databases (e.g. SAS, SQL or equivalent); experience with big data technologies and machine learning is a plus
  • Strong communication skills and being able to communicate and interact effectively with leadership team to deliver insightful customer analyses and actionable recommendations
  • Ability to analyze, interpret and translate metric performances into insights and recommendations, and package and present projections, performance trends, and performance outlooks in an executive format
  • Experience with data automation or data wrangling ETL tools such as Alteryx, Trifecta or equivalent

Preferred Qualifications, Skills and Capabilities:

  • Demonstrated experience in analyzing voluminous data from raw sources
  • Ability to conduct research into data mining issues, practices, and products as required
  • Demonstrated problem solving skills, especially in a fast-paced environment
  • Understanding of the key drivers within the credit card P&L is preferred
  • Experience working with Digital platform and tools like Adobe Analytics is a plus


JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Company Info.

JPMorgan Chase

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase

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