Analyst/Associate, Business Intelligence

Company: J.P. Morgan Asset Management
Location: New York, NY
Web: www.jpmorgan.com/

Business Overview:
J.P. Morgan Asset Management is a leading asset manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

• Clear focus on managing client assets and delivering strong risk-adjusted returns
• More than 650 investment professionals providing over 200 different strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
• Leadership positions in America, U.K., Continental Europe, Asia, and Japan

The Marketing Strategy group works within Funds Distribution (JPMorgan's Retail Asset Management Business). Interactions occur across sales, marketing, operations and finance to build frameworks, design processes and provide metrics that drive our business forward. This role is for an analyst with strong programming skills within the Business Intelligence (BI) segment of Marketing Strategy. BI focuses on bringing analysis and insights regarding our sales and marketing processes in an effort to improve our strategic approach and enhancing our selling effectiveness.

The primary focus of the role will be to work within the BI team to develop a strategic framework across all of our sales channels and within distribution strategy. The objectives will include:
1. Leading BI efforts in targeted marketing campaigns
2. Developing and implementing hypotheses around Financial Advisor segmentation models
3. Creating a test and learn feedback loop around contact strategies
4. Measuring the success of our marketing events or sales programs
5. Assessing and checking data integrity on internal data sets

In addition, the Business Intelligence group will be working within the JP Morgan Funds group management team to define the long-term strategy for our business.

Finally, the individual will build a long-term capability to drive innovation in all areas of our business. We will build an on-going competitive intelligence capability, providing actionable industry and competitive information to the business. We will use this insight to work with business leaders to drive innovation in sales, product, service and marketing through carefully tracked pilot programs and other methods.

Responsibilities

• Collect requirements from sales, marketing and technology and prioritize objectives
• Partner with Marketing, MIS and Data Warehouse teams to ensure consistency of results
• Develop rules for cleaning and processing data in order to establish benchmarks or standards. Create and implement process to clean (and keep data clean). Merge, analyze and assess large transactional datasets and run monthly reports on the business using SAS
• Utilize advanced techniques such as experimental design, cluster analysis and regression models.
• Represent BI and integrate with entire marketing/sales process including campaign strategy creation, data collection, results measurement and read-out
• Provide support on key initiatives for JPMorgan Funds Management

B.A./M.A. in the area of Statistics, Economics, Engineering or Quantitative Sciences preferred

Two to Four years experience in:

• Expert and proven capabilities in SAS programming is required. Experience in other statistical software programs such as JMP, SQL, SPSS, CART is preferred.
• Demonstrated ability to translate a business reporting request into business requirements and a replicable report using SAS
• Ability to identify business issues and use data to support business solutions
• Understanding of data mining concepts and statistical analysis
• Understanding of marketing and sales concepts and functions