Client Onboarding - Analyst
JPMorganChase
Join a global team dedicated to delivering seamless account onboarding and data analysis for institutional clients and funds. Collaborate with diverse stakeholders and drive process improvements in a dynamic environment. Advance your career by contributing to operational excellence and client satisfaction.
As an Account Onboarding & Data Analyst in the Global Alternative Account Onboarding team, you oversee account setup and maintenance for institutional clients and funds. You coordinate with internal and external stakeholders to ensure compliance and smooth operations. You analyze data, identify trends, and implement improvements to enhance the client and fund experience.
Job Responsibilities:
- Oversee account setup and ongoing maintenance for institutional clients and mutual funds.
- Serve as primary contact for internal stakeholders throughout the account lifecycle.
- Lead coordination efforts with internal teams and external clients for event execution.
- Maintain accurate documentation and ensure compliance with regulatory requirements.
- Identify and mitigate risks associated with account and fund events.
- Proactively address issues to prevent disruptions in operations.
- Continuously evaluate and improve account and fund management processes.
- Collaborate with global teams to develop and implement best practices.
- Prepare regular reports on account activities and performance metrics.
- Analyze data to identify trends and opportunities for improvement.
- Communicate updates and address concerns with stakeholders effectively.
Required Qualifications, Capabilities, and Skills:
- Demonstrate a bachelor’s degree in commerce, finance, or a related field.
- Exhibit proven experience in account management, fund management, or client services.
- Apply strong understanding of financial products, services, and fund operations.
- Communicate effectively with excellent verbal and written skills.
- Manage multiple tasks and prioritize responsibilities efficiently.
- Solve problems with attention to detail and ownership of issues.
- Utilize Microsoft Office Suite for data analysis and reporting.
Preferred Qualifications, Capabilities, and Skills:
- Leverage experience in asset management, investment banking, or wealth management.
- Identify process improvements and implement changes using digital tools such as Python, Tableau, or Alteryx.
- Build strong relationships with stakeholders at all levels.
- Adapt to fast-paced environments and tight deadlines.
- Collaborate with global teams for best practice sharing.
- Analyze data for actionable insights and performance enhancement.
- Demonstrate ability to work independently and within a team environment.
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.
Manage account onboarding, documentation, and data analysis for institutional clients and funds in a global, collaborative team.