Sales and Research Analyst

CIB_Markets Sales and Research_Generic_Global_JPMC

Roles and Responsibilities:

• Identify, brainstorm and implement process improvements and time optimization initiatives
• Automate current manual processes to analyze large, disparate data sets to pull out key trends and intelligence 
• Develop reporting suite for interaction data, partnering with QR Sales and Digital Markets to enhance intensity reporting internally and resource allocation to clients 
• Submission of consumption to different vendor platform to be done on a daily, weekly and monthly basis
• Liaise with sales coverage to ensure data quality for interactions, reviewing high value interactions with account managers  
• Work with Sales to monetize action items and next steps for client interactions and feedback 
• Execute and maintain validation process that helps monetize consumptions
• Work with tech to upgrade current systems and directories, which feed our interaction data 
• UAT/PROD testing for bug fixes new enhancements 

 

Required Qualifications, Skills & Capabilities: 

• Strong analytical and problem-solving skills, including hands-on experience with large datasets, and an interest in utilizing AI/LLM tools for insight generation
• Strong written and verbal communication skills, with the ability to present complex findings clearly and impact fully to a senior audience
• Well versed in Financial Services and Lines of Business within Financial Services
• Proactive, adaptable, and entrepreneurial with a creative problem-solving mindset
• Understanding of tools such as SQL, Python and statistical modelling software
• Familiarity with Qliksense dashboards 
• Tableau capabilities 

 

Preferred Qualifications, Skills & Capabilities: 

• Understanding of tools such as SQL, Python and statistical modelling software
• Familiarity with Qliksense dashboards 
• Tableau capabilities 

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.

Experience Level

Senior Level