Preparation for this role requires a dual focus: you must demonstrate elite technical proficiency in visualization tools while proving you understand the underlying business mechanics of a global financial institution. Do not approach this purely as a technical exam; interviewers are looking for consultants who can solve business problems using data.

You will be evaluated on the following key criteria:

Data Storytelling and UI/UX Design – You must demonstrate the ability to select the right visualization for the data and design dashboards that are intuitive for non-technical users. Interviewers will assess how you guide a user’s eye, how you handle information density, and how you enable "drill-down" capabilities to answer follow-up questions.

Technical Competence (SQL & BI Tools) – Proficiency in Tableau or Qlik (depending on the specific team) is non-negotiable, as is the ability to manipulate data using SQL or Alteryx. You will be evaluated on your ability to optimize dashboard performance and handle complex data modelling challenges, such as many-to-many relationships or row-level security.

Stakeholder Management & Communication – You will face questions about how you handle vague requirements from senior leaders. You need to show that you can ask the right probing questions to uncover the true business need, rather than just building exactly what was requested if it doesn't solve the core problem.

Controls and Risk Mindset – In the banking sector, data accuracy is paramount. You must demonstrate an understanding of data governance, validation, and control testing. You need to show that you prioritize accuracy and security over speed.

The interview process for a Data Visualisation Specialist at JPMorganChase is thorough and structured to assess both your technical capabilities and your cultural fit. It typically begins with a recruiter screening to verify your experience with the specific toolset required by the hiring team (e.g., Tableau vs. Qlik) and your interest in the firm. Following this, you may be asked to complete a technical assessment or a HireVue video interview, depending on the volume of applicants and the specific level of the role.

The core of the process is the final round, often referred to as a "Super Day." This consists of back-to-back interviews (usually 2–3 rounds) with various members of the team, including potential peers, hiring managers, and key stakeholders. These sessions are a mix of deep-dive technical questions—where you might be asked to whiteboard a dashboard architecture or explain a complex SQL query—and behavioral questions focused on how you manage projects, handle conflict, and prioritize work.

Expect the process to be rigorous but professional. JPMorganChase places a high value on "intellectual curiosity" and collaboration. Interviewers will want to see how you think on your feet and how you explain complex technical concepts to someone who might not be technical.

The timeline above illustrates the typical flow from application to offer. Note that the "Technical Screen" may sometimes be combined with the final round or administered as a take-home case study, where you are asked to build a dashboard based on a provided dataset. Use the gap between the initial screen and the final round to refresh your knowledge of advanced features in your primary visualization tool.

The interviewers will probe specific competencies to ensure you can handle the day-to-day demands of the role. Based on current hiring patterns, you should prepare for the following areas.

Dashboard Design & Data Visualization Strategy

This is the core of the role. You need to explain why you made specific design choices in your past work. It is not enough to say you used a bar chart; you must explain that you used a bar chart to allow for easy comparison across categories.

Be ready to go over:

• Chart selection – When to use a bullet chart vs. a gauge, or a scatter plot vs. a heat map.
• Dashboard layout – How you organize content (e.g., "F-pattern" reading, KPI ban at the top).
• Interactivity – Using parameters, set actions, and dashboard actions to create dynamic user experiences.
• Performance optimization – Techniques to make dashboards load faster (e.g., data extracts vs. live connections, context filters).

Example questions or scenarios:

• "Tell me about a time you had to redesign an existing dashboard. What was wrong with it, and how did you improve it?"
• "How do you handle a stakeholder who insists on a specific visualization (like a pie chart with 20 slices) that you know is ineffective?"
• "Walk me through your process for designing a dashboard from a blank slate."

Data Wrangling & Technical Implementation

You cannot visualize data you cannot access or clean. JPMC relies heavily on tools like Alteryx and complex SQL databases to prepare data for reporting.

Be ready to go over:

• SQL proficiency – Joins (Inner, Left, Cross), aggregations, window functions, and subqueries.
• Data modeling – Star schema vs. Snowflake schema, and how data structure impacts dashboard performance.
• ETL/ELT concepts – Experience with Alteryx workflows or Python scripts to clean and blend data from multiple sources.
• Advanced Tool Features – LOD (Level of Detail) expressions in Tableau or Set Analysis in Qlik.

Example questions or scenarios:

• "How would you handle a dataset that has duplicate records due to a many-to-many join?"
• "Explain the difference between a dimension and a measure, and how that impacts how a BI tool aggregates data."
• "Describe a complex data transformation challenge you solved using SQL or Alteryx."

Business Analysis & Project Management

This role often sits within a product or agile team. You are expected to manage your own projects and ensure they deliver business value.

Be ready to go over:

• Requirements gathering – Techniques for extracting requirements from non-technical users.
• Agile/JIRA – Experience working in sprints, writing user stories, and managing backlogs.
• Impact analysis – How you measure the success of your dashboards (e.g., user adoption, time saved).

Example questions or scenarios:

• "Describe a time you delivered a project that missed the mark. How did you handle the feedback?"
• "How do you prioritize requests when you have multiple stakeholders with competing deadlines?"