You will be part of Decision Sciences team that leverages industry-leading data-driven techniques to convert data into meaningful insights that enable the firm to drive value and an outstanding customer experience.
The industry is rapidly changing and JPMorgan Chase is transforming our wealth management business to accelerate growth. In this role you will be central in understanding investment customers’ financial needs and their interactions with our products, services, channels and Advisors
Job responsibilities
Searching for collections of behaviors and events that individually are innocuous but collectively indicate a likely next action in order to enable timely, relevant outreach
Analyzing drivers of advisor performance to understand the relative impact of opportunity, behaviors, and effectiveness on acquisition and deepening outcomes
Predicting a segment’s unique financial needs within the first 3 months on book to improve engagement and deepening with new clients
Overlaying customer and channel behaviors across our local markets and branch footprint to determine how to optimize in-person and remote staffing
Providing expertise as to how data visualization, greedy algorithms, machine learning, and text analytics/NLP can be leveraged to optimize sales performance
Creating self-serve tools to put real-time information in the hands of decision-makers
Identifying potential attrition events and determining how early the prediction needs to be made for any counteraction to be effective
Required qualifications, capabilities, and skills
Bachelor’s / Master’s Degree in Mathematics, Statistics, Economics, Engineering, Computer Science, Data or Information Science, or related quantitative analytic field with 8+ years of data science experience
Expertise in Python to write Machine Learning/Deep Learning code
Experience in wrangling large, complex datasets, strong database skills and ability to write, optimize and tune complex SQL scripts
Stay abreast of new applications in machine learning, deep learning, and AI but can recognize and apply the right technologies when the challenge you are solving is less complex
Experience in solving business problems through fact-based and scientific analytics, like to focus on solving problems
Ability to think both independently and collaboratively to implement creative solutions that solve business problems, being diligent in the detail while maintaining focus on broader purpose and business objectives
Recognize the stories in the data and tell them in ways that illuminate which customers are likely to do what next
Comfortable summarizing key information and presenting recommendations to multiple stakeholders to influence senior management
Preferred qualifications, capabilities, and skills
Familiarity in an insights function at a financial services firm, consulting firm, or a marketing agency
Experience in a workforce analytics, sales performance analytics, or sales science organization
Expertise of big data disciplines, Agile (scrum) methodologies, and new technologies
Familiarity with Business Intelligence (BI) tools (e.g. Tableau, Shiny Dashboards)
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.
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