Trade Lifecycle Analyst (vaga PCD)

Aumni; São Paulo; On-site; BRL 120,000 - 160,000; Full time

Job summary

J.P. Morgan is seeking an Institutional Service Analyst in Brazil to manage complaints and regulatory requests with accuracy and professionalism. The role involves evaluating requests, monitoring submissions in the Central Bank system, and preparing reports for leadership and regulators.

You will engage with clients and internal teams, ensuring quality service while contributing to continuous improvement and compliance across channels.

Qualifications

• Fluent in English and able to communicate with stakeholders.
• Proactive and engaged approach with strong communication.
• Experience in Operations within Financial Markets is preferred.

Responsibilities

• Receive, evaluate, and address complaints and requests.
• Monitor and respond to regulatory submissions via Central Bank system RDR and CVM.
• Log requests and complaints into the appropriate system; prepare six-month audit reports.

Skills

Fluent English

MS Office

Proactive

Strong communication

Education

Bachelor’s degree in Administration, Engineering, Economics, or Law

Tools

MS Office

Job description

Join our Institutional Service team and make a direct impact by ensuring that client concerns and regulatory requests are addressed with professionalism and care. You will play a key role in maintaining our commitment to transparency, quality service, and regulatory compliance.

As an Institutional Service Analyst within our Institutional Service team, you will be responsible for receiving, evaluating, and addressing complaints and requests, as well as monitoring regulatory submissions. You will engage with clients and internal teams, prepare reports for senior leadership and regulators, and contribute to the continuous improvement of our service quality. This role offers the opportunity to work in a dynamic environment where your proactive approach and communication skills will be highly valued.

Job Responsibilities:

• Receive, evaluate, and address complaints and requests.
• Monitor and respond to requests submitted through the Central Bank system RDR and CVM.
• Answer and manage a dedicated recorded phone line during business hours (9:00 AM to 6:00 PM).
• Conduct surveys to assess the quality of service provided to the demands addressed by the ombudsman.
• Log requests and complaints classified as demands into the appropriate system.
• Engage with and elevate matters to the relevant Line of Business when required.
• Prepare reports on Ouvidoria (Brazilian Ombudsman function) activities every six months; submit them to the board and audit committee, and publish them on the firm’s website.
• Perform SISBAJUD daily processing of blocks, unblocks, and judicial transfers.
• Perform CCS daily processing - registration of clients and legal representatives with the Central Bank.
• Prepare Audit Letter statement reports.
• Handle matters related to Bank Secrecy.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Administration, Engineering, Economics, or Law.
• 3-5 years of professional experience in a similar role in Operations within Financial Markets.
• Fluent in English.
• Knowledge of MS Office package.
• Proactive and engaged approach.
• Strong communication skills.
• Reminder: To apply for positions designated for people with disabilities (PCD) in Brazil, it is necessary to provide proof through a medical report during the selection process.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Trade Lifecycle Analyst