Team Overview
This position is within Home Lending Data & Analytics. HL D&A is part of a broader Chase Data & Analytics organization, which also has teams with functional specialties (statistical testing, modeling, data architecture) who collaborate very closely with HL D&A.
The hiring team is Marketing Performance & Finance Analytics. Marketing Performance Analytics provides reporting & analysis to measure the success of marketing campaigns (including AB testing & ROI). Finance Analytics is a project team, delivering a wide range of data & analytics projects to support the Finance team.
Position Overview
This position is for Finance Analytics, which is a project-based team whose projects are determined by the HL CFO. The candidate should:
Have a deep understanding of data structure & navigating relational databases
Independently maintain reports & collaborate with IT to automate reports
Build simple & sustainable reports and perform ad-hoc analysis
Independently interact with business customers to understand their needs
Responsibilities
This position supports the mortgage rate discount program, and the analyst is responsible for (1) running the monthly reporting process for the rate discount program (2) collaborating with IT to automate this rate discount reporting (3) other ad-hoc analysis requests from Finance. Given the project-based nature of the Finance Analytics team, after the rate discount reporting is automated, the responsibilities would shift to the next priority project in backlog (for example, in it could be activity-based costing).
Required Skills
Data querying using SQL required
Data mining & analytics (Python, SAS, SQL, Tableau)
Clear communications & ability to explain analytical results in simple language
Degree in Data Science, Mathematics, Computer Science, Engineering or related field
Preferred Skills
Knowledge of the mortgage industry
Masters Degree with 3+ years of experience
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.