Operations Analyst Program - Summer New York Metro & Chicago jobs at Jpmorgan in United States, Chicago

Job Description

As a Transaction Processing Analyst in Security Services Operations, you'll provide operational support within our Corporate Investment Bank. You will be responsible for ensuring that all aspects of transaction management for clients are completed on time and exceptions and client inquiries are resolved. You will also provide subject matter expertise to clients. Additional responsibilities may include managing daily regulatory reporting tasks and remediation activities, as well as process improvement.

Responsibilities:

• Review of legal documentation and input of key parameters from the legal documentation into the systems of JP Morgan.
• Identify issues and co-ordinate with the relevant functions internally (eg: credit, legal etc) for prompt resolution on disputed points within set time-frame parameters
• Working with key partners in legal, business, operations and technology, contribute towards the development of an efficient operating framework
• Working closely with regional Legal operations Department (which has the overall responsibility for Master Agreement Negotiation and Transactions), the business and other stakeholders.
• Productivity and Quality will be the measure of performance for this role. Producing good quality work is therefore paramount to the success of the candidate in the organization
• Take lead on process improvement and automation
• Manage assigned tasks independently with little or no supervision
• Have a control mindset and be alert to issues and risks that have impact on process or to the organization

This role requires a wide variety of strengths and capabilities, including:

• Thorough understanding of the legal language to interpret the documents provided and impact to the Firm
• Understanding of the financial services industry, products, and processes
• Strong analytical skills with excellent oral and written communications skills
• Attention to detail and ability to perform tasks with high degree of accuracy
• A strong sense of ownership and responsibility
• Excellent client focus and customer care working practices
• Bachelor’s degree
• Strong computer skills (MS Excel, Word, PPT, Outlook, etc.)
• Willingness and flexibility to work during US hours

Join the Commercial Real Estate (CRE) group at J.P. Morgan as a Full Time Analyst in our 2026 Commercial Real Estate Program.. We offer financial solutions across all major real estate asset types and work with a diverse range of clients. As a full-time Analyst, you'll undergo a 2.5 Year Program, starting with six weeks of orientation and training.

Our Business:

• Agency & Institutional Capital - is an Agency lender, providing term lending solutions to Multifamily borrowers through Fannie Mae's Delegated Underwriting and Servicing Platform. Agency provides additional CRE lending products which effectively match investor capital with borrower needs, including Freddie Mac and other CRE financing tools. The Agency product line is designed to meet CRE borrower needs and meet firm-wide objectives (affordable housing, balance sheet liquidity, etc.) working alongside Agency Bankers and Screeners.

Job responsibilities

• Working on financial models to support financing transactions
• Assisting in the completion of credit approval memos
• Preparing marketing materials for use in client meetings covering topics such as financing alternatives and industry trends & analysis
• Developing an understanding of J.P. Morgan products and service offerings

Locations we hire for per Program:

• Chicago
• New York City

Required qualifications, capabilities and skills:

• Exceptional verbal and written communication skills
• Excellent problem solving and critical thinking skills
• Strong attention to detail
• Ability to thrive in a collaborative work environment
• Coursework in real estate, finance, accounting or economics
• Authorization to work in the U.S.
• Expected graduation date of December 2025 - June 2026
• Enrolled in good standing at an accredited university in the U.S.

Please note that your performance in this program will be evaluated for the purpose of assessing a full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.

We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.

About The Process:

To be considered for the Commercial Real Estate Summer Analyst Programs, you must complete the following steps:

1. Complete this application including program preference and city preference
   1. Make sure your program and city preferences align as noted in the descriptions above
2. If selected, our team will reach out to you with additional details.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

As a Project Manager- Strategic Initiatives in Wholesale Lending Services, you will be responsible for driving strategy across loan operations teams that support multiple lines of business. You will lead, manage, and execute key cross-functional projects with a focus on process improvement, ensuring operational readiness with sound controls.

Job responsibilities

• Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units.
• Oversee the execution of programs, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments.
• Utilize data analytics to monitor program progress, make informed decisions, and direct necessary adjustments to ensure the successful delivery of program commitments.
• Build, lead, and manage diverse teams, fostering an environment of continuous learning and growth, and effectively delegating tasks to ensure efficient and effective achievement of objectives.
• Engage with senior management and stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues.

Required qualifications, capabilities, and skills

• Bachelor’s degree or equivalent work experience
• Proven ability to lead and manage complex programs or projects, delivering results across various business units, typically demonstrated through 7+ years of relevant experience.
• Demonstrated proficiency in data analytics, with the ability to interpret models, make inferences from data, and provide continuous insight for program execution.
• Proven experience in conflict management, with the ability to identify conflicts, facilitate discussions, and create win-win solutions using collaboration or negotiation strategies.
• Advanced computer literacy, with the ability to effectively use technology to perform tasks, solve problems, and communicate in a professional setting.
• Proficiency in strategic thinking, with the ability to use data to understand issues and opportunities, evaluate potential scenarios, and collaborate on strategy and priority development.

Preferred qualifications, capabilities, and skills

• Lean Six Sigma certification or experience demonstrating a strong ability to drive process improvements and operational efficiencies
• Integrate artificial intelligence solutions to enhance project outcomes and drive data-driven decision-making.
• Implement automation to streamline project workflows and increase operational efficiency.
• Foster a culture of innovation by encouraging creative problem-solving and the adoption of new technologies.
• Mentor team members to support their professional growth and enhance project management capabilities.

Elevate your career by joining our Tax Operations Team as a Vice President, where you'll support FATCA and CRS reporting requirements for USPB and Alt Funds. This is a unique opportunity to enhance your expertise and strategic vision within a dynamic leadership environment. You'll play a pivotal role in shaping our direction and driving impactful results. Lead with us and make a significant contribution to our success.

As a Wealth Management Trusts & Estates Tax Operations, Vice President within the Trusts & Estates and Tax Operations team within Wealth Management (WM), you will be crucial in supporting the US Private Bank by ensuring the timely and accurate completion of CRS and FATCA reporting. You will lead the CRS Indicia Cure Process, enhance tax compliance procedures, and collaborate with cross-functional teams to ensure effective execution of regulatory reporting obligations. Additionally, you will monitor regulatory changes, manage reporting and documentation, provide oversight of third-party tax services vendors, and drive continuous improvement initiatives to streamline processes and enhance tax compliance operations.

Job responsibilities

• Manage CRS Tax Profile Process: Oversee the creation, maintenance, and validation of CRS Tax Profiles, ensuring compliance with Common Reporting Standards (CRS) and FATCA regulations
• Coordinate AML/KYC Reviews: Lead the annual Self-certification review against AML/KYC process for pre-existing and current clients, ensuring accurate and updated client information is maintained and develop and implement strategies to improve tax reporting processes and enhance operational efficiency
• Analyze data for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments
• Oversee CRS/FATCA Self-Certification Management: Manage the reception, upload, and storage of Subscriber Tax Information Forms (STIFs) and Fund Investor Logs (FILs), coordinating with PWC and internal teams to ensure timely processing
• Lead CRS Indicia Cure Process: Direct the CRS Indicia Cure process, including the management of CRS Indicia tickets, ensuring timely resolution and compliance with regulatory requirements
• Enhance Tax Compliance Procedures: Identify opportunities for process improvements and lead transformation projects to enhance tax compliance procedures, including the implementation of new systems and workflows
• Collaborate with Cross-Functional Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure alignment and effective execution of regulatory reporting obligations
• Monitor Regulatory Changes: Stay informed of changes in CRS and FATCA regulations, updating procedures and systems as necessary to maintain compliance
• Manage Reporting and Documentation: Ensure accurate and timely reporting of CRS/FATCA client information, including the preparation of annual reports and maintenance of procedure documentation
• Provide oversight of Third-Party Tax Services Vendor to ensure tax filings are completed
• Drive Continuous Improvement: Lead initiatives to streamline processes, reduce manual efforts, and enhance the efficiency and accuracy of tax compliance operations

Required qualifications, capabilities, and skills

• BA/BS required
• 5+ years of tax experience with a large financial institution
• Experience supporting Information of Common Reporting Standards (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting
• Understanding of tax certifications via Form W-8, Form W-9, and CRS Self-Certification
• Robust communication and interpersonal skills
• Excellent computer skills: MS Office Suite (Access, Excel, PowerPoint, Word)

Preferred qualifications, capabilities, and skills

• Big 4, law firm or large financial institution preferred

As a Fund Servicing Officer within Fund Accounting operations, you will be responsible for the operational management and control of the daily workflow, including NAV validations and declarations, reconciliation, reporting, taxation-related tasks, and dividend distribution.

Job Responsibilities:

• Manage the workflow through the life cycle of the Fund Accounting operations
• Take charge of operational management and control of the daily workflow within the Fund Accounting team
• Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
• Ensure all daily controls and processing are completed and signed off including client service inquiry resolution, as well as all key metrics are produced as required
• Work as a member of the team.
• Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
• Continued review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
• Contribute to the strategic development of Fund Accounting products
• Managing effective relationship with stakeholders across the locations

Required qualifications, capabilities and skills

• Understanding about Asset Manager and Owners business and life-cycle Fund Accounting operations
• Familiarization with Accounting Standards applicable to Investment accounting
• Understanding about the investment and derivative products in the market
• Good team player
• Inquisitiveness learn ongoing stream of new markets, products, and processes
• Good risk and control awareness, ability to effectively priorities workloads and work to critical deadlines
• Confident communicator in all mediums to both internal and external clients
• Hands-on in Microsoft Office products including Word, Excel, Access, and Outlook

Preferred qualifications, capabilities and skills

• Bachelor’s degree or equivalent, Qualified Chartered Accountants will be preferred.

Internal Application Eligibility Requirements

TENURE:

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

As a Payments Client Manager (PCM) in the Global Payments Corporate Sales organization, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth.

Job responsibilities:

• Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
• Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
• Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
• Drive product and solutions activation to enhance client value
• Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
• Drive deal execution to achieve timely realization of business outcomes
• Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization
• Manage Know Your Customer (KYC) requirements and provide clients with necessary regulatory updates
• Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage
• Lead and be accountable for the governance of deals and the effective implementation of requests

Required qualifications, skills and capabilities:

• 5+ years of experience in client management, sales, or a related role
• Experience working with large multi-dimensional clients (multiple products/regions/etc.)
• Strong understanding of payments products and payments industry dynamics
• Knowledge of Public Sector Industry
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Analytical mindset with the ability to identify growth opportunities and optimize processes
• Proficiency in CRM software and Microsoft Office Suite
• This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status