Join a team where your operational discipline and attention to detail directly improve client onboarding and account maintenance quality. In this role, you will help ensure custody accounts are configured correctly, changes are well controlled, and data remains accurate across systems. You will partner closely with stakeholders to investigate issues, deliver reporting, and keep daily workflows running smoothly. You will also identify recurring breaks and help improve processes to reduce rework and strengthen controls.
Job summary
As a Client data analyst in Custody operations, you will support custody account onboarding and lifecycle changes by managing daily workflows, maintaining accurate static data, and delivering controlled account setup and maintenance. You will investigate queries, reconcile data across systems, and partner with stakeholders to translate requirements into accurate configurations and timely outcomes.
Job responsibilities
- Manage daily workflows supporting custody onboarding, account maintenance, and account closures, ensuring completeness, accuracy, and control.
- Investigate and respond to internal and client-related queries by performing analysis, identifying root causes, and coordinating timely resolution.
- Deliver recurring and ad hoc reporting by gathering requirements, validating inputs, and completing outputs accurately and on time.
- Execute custody lifecycle events (e.g., launches, maintenance, closures, and changes) with clear documentation, approvals, and audit-ready records.
- Partner with stakeholders to gather requirements, validate inputs, and translate them into accurate account configurations across systems.
- Validate and reconcile data to maintain system integrity, identify breaks promptly, and drive remediation through to closure.
- Troubleshoot account setup and configuration issues, communicate status clearly, and escalate risks appropriately.
- Maintain procedures and setup documentation by updating records and supporting control and compliance expectations.
Required qualifications, capabilities and skills
- 5 years of experience in financial services operations supporting account onboarding, account maintenance, or client data processes
- Strong data analysis and validation skills, including proficiency in Microsoft Excel (e.g., pivot tables, formulas, and data investigation)
- Demonstrated attention to detail and quality control, with the ability to deliver accurate work under pressure and meet deadlines
- Strong, structured problem-solving skills, including the ability to connect details across systems and downstream impacts
- Strong communication skills, with the ability to explain issues, risks, and next steps clearly to stakeholders
- Ability to organize and prioritize work, drive follow-ups, and maintain day-to-day workflow execution
- Ability to work independently, take initiative, and adapt quickly in a fast-paced environment
- Experience maintaining clear documentation and process artifacts to support audit readiness
Preferred qualifications, capabilities and skills
- Bachelor’s degree or equivalent practical experience
- Experience supporting custody as a product, including account onboarding and lifecycle changes
- Experience supporting reporting deliverables for clients, investors, or regulatory stakeholders
- Experience partnering with cross-functional teams to translate requirements into operational setup and controls
- Experience driving process improvements, workflow simplification, or recurring issue reduction
- Experience supporting data reconciliation across multiple systems and addressing root causes of breaks
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
Skills Required
- 5 years of experience in financial services operations supporting account onboarding, account maintenance, or client data processes
- Strong data analysis and validation skills, including proficiency in Microsoft Excel, pivot tables, formulas, and data investigation
- Demonstrated attention to detail and quality control while delivering accurate work under pressure and meeting deadlines
- Strong structured problem-solving skills, including connecting details across systems and downstream impacts
- Strong communication skills for explaining issues, risks, and next steps to stakeholders
- Ability to organize and prioritize work, drive follow-ups, and maintain daily workflow execution
- Ability to work independently, take initiative, and adapt quickly in a fast-paced environment
- Experience maintaining clear documentation and process artifacts to support audit readiness
- Bachelor's degree or equivalent practical experience
- Experience supporting custody as a product, including account onboarding and lifecycle changes
- Experience supporting reporting deliverables for clients, investors, or regulatory stakeholders
- Experience partnering with cross-functional teams to translate requirements into operational setup and controls
- Experience driving process improvements, workflow simplification, or recurring issue reduction
- Experience supporting data reconciliation across multiple systems and addressing root causes of breaks
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical coverage and wellness resources, including mental-health support and wellness incentives, are described as comprehensive and accessible; feedback suggests income-based contributions help keep care affordable.
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Retirement Support — A dollar-for-dollar 401(k) match up to 5% of eligible pay, plus additional employer contributions in some cases, is highlighted as a strong pillar of financial security. Feedback suggests this structure is a notable advantage of the total rewards package.
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Parental & Family Support — Up to 16 weeks of paid parental leave for all parents, along with fertility, adoption, surrogacy, childcare, and family-support resources, signals a family-forward approach. Feedback suggests these programs are a standout feature of the package.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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