Finance Data & Insights - Analytics Solutions senior Associate

Job Description

Do you thrive in a dynamic, fast-paced environment where your skills in finance, customer service, and problem-solving can make a real impact? If so, we invite you to apply for a rewarding career in Home Lending Finance!  

As part of the Finance Data and Insights Team you will help to drive innovation and shape the future of mortgage financial insights! Work with talented professionals who are passionate about data and making a difference. Your insights will help shape the future of home lending finance. Our mission is to empower our people and deliver value to the firm by harnessing the power of data, advanced analytics, and the latest technology. You’ll dive into home lending financial data to uncover trends, generate insights, and support strategic initiatives. You'll have an opportunity to use your analytical skills to build compelling dashboards and intelligence solutions that help drive business decisions as well as identify opportunities to streamline manual processes and implement automation tools like Alteryx, Tableau, and ThoughtSpot. You will also partner with stakeholders across the organization, respond to ad hoc data requests, and continuously learn new technologies.

Job Responsibilities
•    Lead the end-to-end development of dashboards and analytics using Tableau, Alteryx, ThoughtSpot, and SQL, providing actionable insights for senior management and key stakeholders within the line of business.
•    Create and refine Alteryx workflows to gather data from diverse sources, summarize information based on stakeholder requirements, and ensure data is sourced from authoritative systems following best practices.
•    Develop and enhance intuitive visualizations in Tableau and ThoughtSpot, enabling stakeholders to easily interpret data and make informed decisions.
•    Conduct comprehensive validation of all solution components, verifying that data and visualizations accurately reflect insights and supporting robust control processes.
•    Participate in testing and meetings related to server upgrades, data source changes, and other technology enhancements to maintain seamless data integration.
•    Serve as a subject matter expert, guiding and mentoring team members to build their proficiency in data analytics and visualization tools.

Required qualifications, capabilities, and skills
• Bachelor’s degree in Management Information Systems, Computer Science, Mathematics, Engineering, Statistics, Finance, or a related quantitative discipline.
• 3+ years of experience delivering data analytics projects and developing advanced data visualizations and presentations, with a strong expertise in Tableau.
• Hands-on experience with business intelligence and data preparation tools such as Alteryx, Tableau Prep, or similar platforms.
• Proficiency in working with relational databases, including optimizing SQL queries to extract, summarize, and report on large datasets for both standard and ad-hoc analyses.
• Proven ability to interpret data within its business context, identifying opportunities and insights that drive value beyond the numbers.
• Highly motivated self-starter with a track record of thought leadership and achieving results in a fast-paced, evolving environment.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.