Job responsibilities
Processing/Servicing
- Assist with the end-to-end management ofthe clientlifecycle, from onboarding through account maintenance. Partner with bankers, underwriters & various other functions to support client financing needs.
- Process, clear, investigate, and service transactions, tickets, and widgets responsibly.
- Support document review, data reconciliation, and payment processing. Reconcile differences between systems, monitoring reports and ensuring system integrity.
Trade/Asset Support
- Analyze reference data to help support trading.
- Troubleshoot client inquiries related to account processing and access issues.
- Ensure the accurate execution of investor tickets and trades, following through to the correct settlement systems. Effectively communicate with counterparties to match off on trades.
Reporting
- Support data analytics and reporting for your team and the lines of business you support, alongside other projects such as recertifications of heightened risk sector clients and creating processes that will minimize breaches in data input from the various lines of business.
- Oversee data management, governance, sourcing, control of reference data, and provide operational support.
- Report risk internally and externally, including running different attributions, investigating values, and presenting information to internal clients.
Transformation
- Identify process gaps to optimize processes in collaboration with Technology teams. Create Tableau dashboards to assist in reporting.
- Implement AI and Machine Learning solutions into different Business Operations teams. Integrate products and information into easily accessible and digestible information for our internal clients.
Required qualifications, capabilities, and skills
- Pursuing a B.A., B.S., B.B.A or 2 year M.A. or M.S., with an expected graduation date of December 2026 or prior to start date – all majors considered
- Great team player able to work within deadlines in a dynamic and changing environment
- Demonstrated ability to communicate effectively both written and verbally
- Detailed-oriented with strong critical thinking, attention to detail and analytical skills
- Ability to manage time, prioritize assignments and know when to seek help for optimal solution
- Proficiency in MS Office (Excel, Word, PowerPoint, Outlook)
- Demonstrated growth mindset with desire to learn financial operations
- Root-cause analysis with experience researching, documenting, and independently reporting information to resolve exceptions, propose solutions, and deliver results
- Maintenance of issue logs, troubleshooting of problems, and handling of complaints with appropriate and timely escalation
- Experience with data analytics including working with large data sets, data analysis and visualization
Preferred qualifications, capabilities, and skills
- Data automation (Tableau, Alteryx, etc.)
- Pre and post-trade lifecycle and portfolio management
- Loan origination, servicing, analysis, and quality control
- Money market, mutual funds, equities, fixed income, alternative investments and derivatives
- Experience processing multiple documents, payments and transactions for clients and various stakeholders
- Experience with client relationship management
- Ongoing collecting, inputting, analyzing, and monitoring of financial information
Locations you can join:
- Chicago, IL
- Columbus, OH
- Newark/Wilmington, DE
- NY Metro (Manhattan, Brooklyn, Jersey City)
- Plano, TX
- Tampa, FL
**Your exact office location maybe within proximity to one of our main hubs. This will be communicated to you prior to your start date.
You must be able to report to your designated office location on your start date. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
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© 2026 JPMorganChase. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.