Help shape how investment operations run at scale by enabling accurate, timely market and account set-ups. You’ll partner with teams across operations, technology, and external service providers to deliver smooth onboarding and change execution. This role sits at the center of new market access and new fund readiness. If you enjoy ownership, precision, and collaborative problem-solving, you’ll find strong opportunities to grow here. Your work directly improves the client and operational experience.
As an Investment operations onboarding associate in our securities services onboarding team, you coordinate end-to-end custodian, market, broker, and standing instruction set-up and maintenance to support new launches and ongoing changes. You ensure requests are accurately documented, validated, and delivered to downstream teams within agreed timelines and control standards. You help improve straight-through processing outcomes by driving consistent execution, clear communications, and strong operational discipline.
Job responsibilities- Coordinate end-to-end set-up and maintenance for markets, brokers, custodians, and standing instructions, including new access requests and Day 2 updates
- Capture, log, and track onboarding and change requests in established trackers, maintaining a clear audit trail of documentation and confirmations
- Obtain and validate standing instructions (including cash and foreign exchange standing instructions) and perform required call-backs/validations prior to downstream distribution
- Collect and validate market trading identifiers and maintain reference data records to support accurate downstream processing
- Coordinate completion of market-specific requirements and dependencies across internal teams and external service providers
- Prepare and deliver regular status reporting to agreed stakeholder distribution lists
- Manage communications with custodians and other third parties to resolve set-up queries and exceptions through to closure
- Validate key reference data attributes (e.g., legal entity identifier, bank identifier code, account name, account number) and escalate discrepancies for resolution
- Support readiness activities for new launches, including participation in daily progress forums and maintenance of shared real-time status logs
- Drive timely completion communications to stakeholders once set-ups are confirmed and controls are satisfied
- Identify risks, breaks, and control gaps early, escalate appropriately, and contribute to process improvements that enhance accuracy and efficiency
- 3 years of experience in custody operations, market onboarding, fund operations, static/reference data, and/or standing instruction set-up and maintenance
- Working knowledge of standing instructions, cash accounts, and market trading identifiers
- Working knowledge of SWIFT concepts and Relationship Management Application (RMA) controls
- Experience coordinating with external custodians and internal stakeholders to deliver against defined timelines
- Proven attention to detail and ability to validate reference data (e.g., legal entity identifier, bank identifier code, account details) with strong documentation discipline
- Demonstrated ability to manage multiple concurrent set-ups with competing deadlines
- Strong written communication skills, with the ability to provide clear status updates and action-oriented follow-ups
- Strong ownership mindset with consistent follow-through from request intake to completion
- Controls-focused approach, including evidence-based validation and maintaining an auditable trail of approvals/confirmations
- Experience supporting new fund launches and/or new market access initiatives
- Experience with broker linkages and market-specific onboarding requirements across multiple jurisdictions
- Experience improving straight-through processing outcomes through process standardization and control enhancements
- Familiarity with Continuous Linked Settlement (CLS) set-up concepts, proxy voting set-up concepts, and related market infrastructure requirements
- Experience partnering with technology teams to implement operational solutions and reduce manual touchpoints
- Experience producing stakeholder-ready reporting and maintaining real-time progress logs for time-sensitive onboarding deliverables
- 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.
About Us
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
- At least 3 years of experience in custody operations, market onboarding, fund operations, static or reference data, and/or standing instruction setup and maintenance.
- Working knowledge of standing instructions, cash accounts, and market trading identifiers.
- Working knowledge of SWIFT concepts and Relationship Management Application controls.
- Experience coordinating with external custodians and internal stakeholders against defined timelines.
- Strong attention to detail and experience validating reference data, including legal entity identifiers, bank identifier codes, and account details.
- Ability to manage multiple concurrent setups with competing deadlines.
- Strong written communication skills for status updates and action-oriented follow-ups.
- Strong ownership and consistent follow-through from request intake through completion.
- Controls-focused approach with evidence-based validation and auditable documentation.
- Experience supporting new fund launches or new market access initiatives.
- Experience with broker linkages and market-specific onboarding requirements across jurisdictions.
- Experience improving straight-through processing through process standardization and control enhancements.
- Familiarity with Continuous Linked Settlement setup, proxy voting setup, and related market infrastructure.
- Experience partnering with technology teams to implement operational solutions and reduce manual touchpoints.
- Experience producing stakeholder-ready reporting and maintaining real-time progress logs.
- Developing experience with 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, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
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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