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CIB - Account & Reference Data Analyst - Newark, DE

Job Description

Investment Bank Overview
JPMorgan has one of the largest client franchises in the world.  Our clients include companies, institutional investors, hedge funds, governments and affluent individuals in more than 100 countries. 
 We offer our clients a full platform that enables us to develop the most complete and innovative financial solutions in the industry.  We have global leadership positions in all our key products – mergers and acquisitions advice, capital raising, restructuring, risk management and research.  JPMorgan also participates in proprietary trading and investing and market-making in cash securities and derivative instruments around the world.  We continue to add to the breadth of our platform through organic growth and selective acquisitions, and by developing new products to meet the evolving needs of our clients.
Job Description – CIB Operations – Account Services
As an Account Service Specialist you will monitor, analyze, and process client documentation via numerous proprietary and vendor systems.  You will facilitate the accurate and timely account maintenance of JPMorgan Clearing Corp brokerage accounts.  Account Service specialists perform the following responsibilities:
  • Ensure Account Services team is functioning at or above SLA targets.  Ensure team is accurately completing tasks. 
  • Assist manager with adhoc metrics and projects
  • Assist with weekly metrics reporting that will build out consistent, standardized metrics across Account Services
  • Work on Documentation review and Legal queues within Workflow
  • Assist in covering inquiry inbox
  • Run FDNA reports to ensure all prior day name and address changes are done correctly w/ proper documentation
  • Collect daily samples of Broadridge approved documents
  • Required to master the complexities of account service documentation as well as gain a solid understanding of the business model and infrastructure.
  • Interact daily with broker dealers, client service representatives, internal operations and technology teams
  • Act as liaison with strategic third party vendor, Broadridge.
Must be controlled and detail orientated.  Must be able to analyze complex and ambiguous issues and recommend creative solutions.


  • Ability to work in a fast paced deadline driven environment
  • Bachelors degree or equivalent work experience required
  • Advanced analytical skills required
  • Strong written and verbal communication skills required
  • Strong PC skills (Excel, Word, Access, Powerpoint, Internet)
  • Good interpersonal skills
  • Overtime required
  • Series 99 license must be obtained within 90 days


Req #: 160026990
Location: Newark, DE US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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