JOB DESCRIPTION
You are a strategic thinker passionate about driving solutions in “Global Alternative Account Onboarding & Data Analytics”. You have found the right team
As Account Onboarding & Data Analyst within our “Global Alternatives Client Onboarding” team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
- Oversee end-to-end account set-up and ongoing maintenance for institutional clients and mutual funds
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Manage lifecycle events including asset transitions, terminations, liquidations, and custodian changes
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Serve as the primary point of contact for internal stakeholders across the account and fund lifecycle
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Build strong stakeholder relationships and ensure client service needs are consistently met
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Coordinate with internal teams and external clients to execute events smoothly and efficiently
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Communicate updates, manage expectations, and resolve concerns to maintain operational continuity
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Maintain accurate and current account documentation aligned to internal policies and standards
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Ensure compliance with regulatory requirements and mandatory change-driven updates
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Identify risks across account and fund events and implement mitigation strategies proactively
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Improve processes and procedures through continuous evaluation and global best-practice collaboration
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Prepare reporting and analyze lifecycle data to identify trends and improvement opportunities
Required qualifications, capabilities and skills
- Demonstrate outstanding accuracy and attention to detail
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Apply strong awareness of business risk, controls, and compliance procedures
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Manage competing priorities across immediate and short-term deliverables
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Partner confidently with stakeholders at all levels to align priorities and deadlines
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Respond quickly to requests and work flexibly under pressure to meet tight deadlines
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Communicate clearly in writing and verbally to support effective client service delivery
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Build strong relationships to drive collaboration across internal and external parties
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Use Microsoft Excel, PowerPoint, Word, and Outlook at an intermediate to advanced level
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Take ownership of issues and escalate appropriately to prevent service disruption
Preferred qualifications, capabilities and skills
- Hold a Bachelor's degree in Commerce, Finance, or a related field
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Bring experience in account management, fund management, client services, or a similar role
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Demonstrate strong understanding of financial products, services, and fund operations
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Work independently with minimal supervision while contributing effectively within a team environment
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Solve problems proactively and apply strong attention to detail in execution
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Leverage Asset Management, Investment Banking, or Wealth Management experience
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Identify process improvements and implement changes using digital tooling (e.g., Python, Tableau, Alteryx)
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.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
