Securities Services - Portfolio Administration- Analyst
J.P. Morgan
IT
Jersey City, NJ, USA
Join a team dedicated to delivering superior service and operational excellence for Alternative Investments clients. At JPMorganChase, your attention to detail and commitment to client satisfaction will make a meaningful impact every day.
As a Portfolio Administration Analyst, you will oversee client transactions, maintain portfolios, produce and distribute reporting, and respond to client inquiries. You will collaborate with internal teams, drive process improvements, and ensure compliance with JPMorganChase’s risk management policies. Your role is critical in providing a seamless client experience and maintaining audit-ready operations.
Job responsibilities
- Provide oversight and leadership for the delivery of Portfolio Administration services to clients
- Review and ensure accuracy of client reporting (daily, monthly, quarterly)
- Perform completeness reviews in a quality assurance capacity; maintain audit readiness
- Drive client meetings and initiatives, ensuring needs and expectations are met or exceeded
- Ensure established processes and procedures are followed with proper controls
- Continuously improve processes to enhance accuracy, reduce redundancy, and mitigate risk
- Partner with internal departments to ensure completion of end-to-end processes in line with risk management policies
- Identify and resolve priority items within appropriate timeframes; escalate issues as necessary
- Provide oversight on business metrics and key performance indicators for senior management
- Serve as the primary contact for a portfolio of clients; resolve inquiries quickly and accurately
- Build relationships and interface with other business groups across JPMorganChase
Required qualifications, capabilities, and skills
- Bachelor’s degree required (business discipline preferred)
- Minimum 2 years’ experience in the Financial Services industry; prior experience in alternative assets required
- Extensive working knowledge of Microsoft Office products, including advanced Excel skills (vlookups, pivot tables)
- Strong communication and interpersonal skills, both oral and written
- Excellent organizational skills with a drive for impeccable quality
- Ability to work independently with strong follow-through
- Ability to collaborate and solve problems involving multiple stakeholders
Preferred qualifications, capabilities, and skills
- Experience with client service and relationship management
- Bachelor’s degree in Business Discipline preferred
- Demonstrated risk aversion and attention to detail
- Adaptability to shifting priorities and rapid change
- High aptitude for understanding technical, procedural, and functional information
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
Monitor client transactions, maintain Alternative Investments portfolios, and deliver exceptional client service.