Analyst - Client Service Custody Middle Office

Location: Brooklyn, NY, United States

Job Family: Client Service Delivery

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of delivering innovative solutions to our clients. The Analyst - Client Service Custody Middle Office role within our Corporate & Investment Bank division is pivotal in ensuring seamless custody operations for institutional clients. Based in our state-of-the-art facility in Brooklyn, NY, you will join a dynamic team focused on providing exceptional service in asset custody, trade processing, and middle office support. This position offers the opportunity to work on high-volume, complex transactions while contributing to the firm's commitment to operational excellence and client satisfaction in a fast-paced financial environment. In this role, you will serve as a key liaison between clients and internal teams, handling daily inquiries, resolving operational issues, and ensuring accurate reconciliation of custody accounts. Responsibilities include monitoring trade settlements, generating compliance reports, and supporting client onboarding processes, all while adhering to stringent regulatory standards such as those set by the SEC and global custody protocols. You will leverage your expertise in financial systems to identify discrepancies, mitigate risks, and drive process improvements that enhance efficiency and reduce errors. Collaboration with front office traders, back office specialists, and compliance officers will be essential to maintaining the integrity of our custody services. We value professionals who thrive in a supportive, inclusive culture where innovation and professional growth are encouraged. As part of JP Morgan Chase, you will have access to world-class training, mentorship, and career development resources to advance your expertise in financial services. If you are passionate about delivering outstanding client experiences and have a solid foundation in middle office operations, this role provides a platform to make a meaningful impact on our global client base while building a rewarding career with one of the world's most respected financial institutions.

Key Responsibilities

• Provide daily operational support for custody services, including trade confirmation, settlement, and reconciliation activities
• Act as a primary point of contact for clients, addressing inquiries related to account balances, transactions, and reporting
• Monitor and resolve exceptions in middle office processes to ensure timely and accurate service delivery
• Collaborate with front office, back office, and compliance teams to mitigate operational risks
• Prepare and deliver customized client reports on portfolio holdings, performance, and custody metrics
• Ensure adherence to regulatory standards and internal controls in all client service activities
• Identify process improvements and contribute to automation initiatives to enhance efficiency
• Support client onboarding by reviewing documentation and setting up custody accounts
• Analyze client feedback to drive service enhancements and maintain high satisfaction levels

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2 years of experience in middle office operations, custody services, or client servicing within the financial services industry
• Strong understanding of custody services, including asset reconciliation, trade settlement, and regulatory reporting
• Proficiency in financial systems and tools such as Bloomberg, SWIFT, or similar platforms
• Excellent analytical skills with the ability to handle complex data and resolve discrepancies
• Knowledge of relevant regulations such as SEC, FINRA, and Dodd-Frank Act requirements

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) or relevant certifications like CFA Level 1 or Series 7
• Experience working in a global custody environment at a major financial institution
• Familiarity with JP Morgan Chase's internal systems and processes
• Prior exposure to client-facing roles in asset management or investment banking

Required Skills

• Analytical thinking and problem-solving
• Attention to detail in financial data handling
• Strong communication, both written and verbal
• Client relationship management
• Proficiency in Microsoft Excel and data analysis tools
• Knowledge of financial markets and instruments
• Time management and prioritization under pressure
• Team collaboration and cross-functional coordination
• Regulatory compliance awareness
• Risk assessment and mitigation
• Process optimization and automation
• Customer service orientation
• Adaptability to changing priorities
• Technical aptitude with banking software

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Global mobility opportunities and career advancement support

JP Morgan Chase is an equal opportunity employer.