Asset Management Associate - Business Intelligence at J.P. Morgan

J.P. Morgan Asset Management (JPMAM) is dedicated to providing outstanding service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists leverage our global firm's capabilities to deliver exceptional value. Through our integrated client servicing approach, we meet a comprehensive range of investment and servicing needs. Each new client is assigned a dedicated Client Service team, including a Client Advisor, Marketer, Client Account Manager, Portfolio Manager, and Investment Specialist.

Position Overview: Associate, Global Business Intelligence

As an Associate in the Global Business Intelligence team, you will use data to enhance sales productivity and business development. You will collaborate closely with sales management, advisors, and the marketing team. Your goal is to shape distribution strategies through data-driven insights and embed analytical processes to improve and evolve the business.

Key Responsibilities:

• Analyze the AWM distribution and marketing landscape, identifying trends to drive business outcomes and support sales, marketing, and investment processes.
• Support initiatives to deliver business intelligence strategies across Sales and Marketing groups, translating key business questions into structured analysis and actionable insights.
• Perform comprehensive analysis on key business trends, presenting insights via reports and dashboards.
• Collaborate with technology teams to create a center of excellence around visualization strategies, implementing solutions including executive reports and data quality tools.
• Develop a deep understanding of different data sources, improving data quality and accuracy across platforms.
• Coordinate with Distribution teams and partners (Client Service, Marketing, Product, Finance, and Technology) to facilitate the sales process and foster a data-driven culture.

Required Qualifications, Skills, and Capabilities:

• Strong understanding of Investment Management Business, including Mutual Funds, Managed Accounts, and Separate Accounts.
• MBA or advanced degree in Statistics, Math, Engineering, or other quantitative-focused fields is preferred.
• Strong visualization capabilities with experience using BI tools like Qlik, Tableau, and Power BI.
• Experience with enterprise scheduling/reporting tools; Business Objects is a plus.
• Technical expertise in data mining using SQL, Python, etc.
• Demonstrated ability to conduct data analysis and generate actionable insights, working directly with product and business owners.

Preferred Qualifications, Skills, and Capabilities:

• A balanced approach combining judgment, analytical rigor, curiosity, and creativity.
• Excellent communication skills, able to convert data into compelling stories.
• Ability to multitask and manage priorities effectively. Self-motivated team player with a strong work ethic.
• Capability to build relationships across global teams.

J.P. Morgan Chase & Co., one of the oldest financial institutions, provides 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 200-year history underscores our leadership in investment banking, consumer banking, commercial banking, financial transaction processing, and asset management.

We recognize that our people are our strength, and their diverse talents are directly linked to our success. As an equal opportunity employer, we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability. We also provide reasonable accommodations for religious practices and beliefs, as well as mental health or physical disability needs.

For more information about requesting an accommodation, please visit our .

Company Name: JPMorgan Chase & Co.

Job Title: Asset Management - Business Intelligence Associate