Private Bank - Executive Director: Data Science and Client / Business Intelligence
Location
Mumbai | India
Job description
Job Description
J.P. Morgan Asset and Wealth Management (JPM AWM) is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Marketer, Client Account Manager, Portfolio Manager and Investment Specialist.
Global Business Intelligence and advanced analytics team is focused on using data to identify and optimize sales productivity and business development efforts and ensure development of marketing strategies. The team oversees the entire lifecycle from acquisition to analytics to delivery of increased ROI, new business and sales growth. The team works closely with sales management, advisors and the marketing team to implement strategies and foster change management. The aim is to shape distribution strategies through data-driven insights, and to embed these analytical processes into the organization’s decision-making framework to continually improve and evolve the insights delivered to the business. The lead is responsible to build a scalable and sustainable organization, manage controls agenda, and have defined engagement & governance model with key stakeholders, have identified metrics and performance parameters. Should facilitate collaborations/partnerships/team integrations with related functions/groups in the broader organization (India & Global)
Job responsibilities
- Support initiative(s) to deliver information and business intelligence strategies across Sales & Marketing groups. Ability to understand key business drivers / questions , translate into structured analysis and providing business insights. Perform analysis on key business trends from different perspectives and package the insights into easily consumable presentations and documents
- Working with technology teams to create a center of excellence around visualization strategies, Design and implement solutions including executive reports, dashboards and data quality tools - Standard Reporting and Ad hoc support responsibilities across the business channels, product and management
- Partnering with business stakeholders to identify opportunities for leveraging advanced analytics. Leverage the power of AI/ML to solve complex business problems
- Embed analytics process in organizational decision making: descriptive, diagnostic and predictive and prescriptive analytics to derive better business outcomes
- Building analytical frameworks for marketing measurement – A/B testing, campaign ROI(return on investment) , cost of acquisition modeling, lifetime value, etc.
- In-depth data exploration and data mining to develop a deep understanding of client behavior, segmentation and engagement models, market opportunity sizing and wallet share evaluations, build recommendation engines and personalization frameworks, build predictive call to action solutions, measurement analytics, AI and LLM solutions to solve complex business problems
- Understand current and future business needs, follow industry trends and innovations to proactively improve and maximize the value of the internal system/applications to be in line with the changing strategies and stakeholder requirements
- Focus on building and driving strong stakeholder engagement across business functions, technology partners and extended global teams to provide relevant data solutions
- Enable the team to strategically achieve highest levels of modernization and integrity across client journey by deploying right governance and design strategy on client data/analytics
Required qualifications, capabilities, and skills
- MBA or advanced degree in Statistics, Math, Engineering or other quantitative-focused field preferred
- Experience using computer languages (Python, Pyspark, Google Analytics, etc.) to manipulate and analyze large datasets. Story-telling acumen using Tableau, power-point etc. tools
- Experience using machine learning libraries in Python (Numpy, Pandas, Sci-kit learn, tensorflow, etc.)
- Knowledge of variety of machine learning algorithms (linear regression, logistic regression, SVMs, Tree-based models, neural networks, etc.) and techniques (cross validation, feature selection approaches, hyper parameter optimization, missing data imputation etc.)
- Strong visualization capabilities and experience with BI tools (Qlik, Tableau, Power BI, etc). Technical expertise in data mining (SQL, Python, etc)
- Experienced people manager adept at working in matrix organization and managing dynamic high performance teams
Preferred qualifications, capabilities, and skills
- Understanding of Investment Management Business, Mutual Funds, Managed Accounts, and/or Separate Accounts preferable
- A balanced approach combining judgment, analytical rigor, curiosity, open-mindedness and creativity. Excellent communication skills with a knack of converting data into stories
- Ability to multi-task and understand priorities/workflows. Self-motivated, team player with strong work ethic
- Ability to build relationships across global teams
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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