JPMorgan Chase→
Field Examination- Data &… at JPMorgan Chase · Fort Worth
Skills
Job Description
Asset Based Lending (ABL) is a form of financing that provides asset-based loans to a wide range of companies, particularly those with asset-rich balance sheets and working capital needs. ABL supports businesses across diverse industries such as Consumer & Retail, Industrials, Metals & Mining, Oil & Gas, and Tech/Media/Telecom, etc. ABL offers full-service solutions including originations, syndications, portfolio management, collateral monitoring, and loan servicing for both syndicated and sole-lender transactions.
As a Field Exam Data & Analytics Analyst in Risk Management and Compliance, you will be dedicated to standardizing processes, automating workflows, and leveraging AI and automation capabilities (e.g., automated data ingestion from disparate sources, AI-assisted workpaper review, etc.) to achieve measurable results for clients and internal stakeholders.
The role of an ABL Field Exam Analyst, Data & Analytics focuses on generating structured data capture, trend analyses, and operational reporting inputs that enable centralized insights and improved risk identification. The team foster. s an environment that values intellectual curiosity, critical thinking, and a passion for enabling analytics-driven decision making.
You will be a founding member of the Field Exam D&A team, responsible for assisting in the design and development of the data model, building centralized data storage, and creating the AI-augmented analytics layer from the ground up.
Job Responsibilities
- Build and maintain operational and strategic KPI dashboards
- Analyze client accounts receivable, inventory, and accounts payable data and historical performance datasets to identify trends, anomalies, and performance drivers
- Support standardized data capture and consistent documentation to improve downstream reporting and insights
- Automate recurring reports and improve reporting efficiency
- Build and maintain client’s collateral monitoring model
- Support the creation/testing of standardized LLM prompt packs for examiner workflows to drive targeted risk identification and efficiency.
- Collaborate on AI-assisted reconciliation and exception-triage workflows
- Evaluate and prototype agentic automation use cases (e.g., multi-step data extraction from Excel files, cross-system validation, anomaly surfacing)
- Build QA and feedback loops for AI-generated outputs to ensure explain ability, accuracy, and compliance with model risk and audit standards
- Collaborate with various platform, product, and process owners across the ABL ecosystem to creatively integrate data and insights
- Establish data quality, validation, and governance standards
Required Qualifications, Skills, and Capabilities
- SQL or SQL-like languages proficiency
- Foundational understanding of data modeling and data pipeline concepts (how data moves from source to reporting layer)
- Comfort working with AI-assisted tools and willingness to learn prompt engineering, LLM-based workflows, and agentic automation concepts
- Strong interpersonal and relationship development skills; effective business writing skills.
- Proficiency in Microsoft Suite of products such as PowerPoint, Excel, Visio and Project
- Strong analytical skills with attention to detail and accuracy; intellectual curiosity and problem solving.
- Ability to think critically while working in a fast-paced environment.
- Experience in developing complex business analysis models by being resourceful, consulting with others and considering alternatives
Preferred qualifications, skills, and capabilities
- Commercial lending, field exam, accounting, or auditing experience.
- CPA (Certified Public Accountant) and/or CFE (Certified Fraud Examiner). Technical skills to access complex data sources to solve problems; examples include Alteryx, Qlik Sense, Python, BI Tools (PowerBI, Tableau), etc.
- Minimum 1–3 years of work experience; at least 1 year with MIS or Analytics
- Experience with cloud-based data platforms (Snowflake, Databricks, Starburst, AWS Redshift, or similar)
- Hands-on experience building data models, schemas, and ETL pipelines Familiarity with standardized reporting and operational metrics concepts (status tracking, workload/productivity measures) and interest in analytics enablement.
- Bachelor’s degree in Accounting, Finance, or Data Analytics strongly preferred; other majors considered based on experience and relevant coursework.
About Company
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Company
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans