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.

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