Description

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.

Job Summary

As an Analyst within the Strategic Global Authorities Program, you will play a key role in reviewing and validating data outputs generated by advanced AI tools from client documents. You will assist in identifying and categorizing conflict roles, perform data analysis and validation using Alteryx and SQL, and contribute to the preparation and maintenance of Tableau dashboards that track project progress. Your attention to detail and analytical skills will help ensure the accuracy and completeness of information before it is distributed to our systems of record. You will collaborate closely with team members to resolve data discrepancies and support the overall success of the initiative.

Job Responsibilities

• Analyze and resolve discrepancies or conflicts in authority information, including interpreting bespoke client documentation and board resolutions.
• Perform advanced data validation, cleansing, and reconciliation using Alteryx and SQL, ensuring data integrity prior to distribution to systems of record.
• Independently review and validate complex data outputs generated by Gen AI tools, ensuring accuracy, completeness, and compliance with regulatory requirements.
• Document findings, remediation actions, and maintain comprehensive audit trails for all reviewed records.
• Develop and maintain Tableau dashboards to provide clear, actionable insights on project progress and remediation activities.
• Collaborate with Product, Technology and Operation teams to understand requirements, deliver insights and ensure alignment to the program
• Contribute to process improvement initiatives by identifying inefficiencies and proposing enhancements to review and validation workflows.

Required qualifications, capabilities and skills:

• Bachelor's or Master's degree in Finance, Business, Data Analytics, or related field.
• 4+ years of relevant experience in data analysis or related roles within financial services industry.
• Advanced analytical and problem-solving skills, with a strong attention to detail.
• Proficiency in Alteryx, SQL, and Tableau for data analysis, validation, and reporting, Ability to interpret complex client documentation and regulatory requirements.
• Strong written and verbal communication skills for documentation and stakeholder interaction, Organizational skills to manage multiple tasks and priorities in a fast-paced environment.
• Proactive approach to identifying and resolving issues, and contributing to team success.

Preferred qualifications, capabilities and skills:

• Team-oriented with a willingness to learn and adapt., Experience with client onboarding, KYC, and reference data management is preferred.

About Us

JPMorganChase, 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. 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.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.