2027 Operations Analyst Program

About the Role

This is a two-year program designed to help you build a long-term career in Operations. You will work in a collaborative environment learning how the Operations function delivers core services. The program focuses on developing skills and knowledge while delivering key solutions to clients.

Key Responsibilities

• Processing/Servicing:
• Assist with the end-to-end management of the client lifecycle.
• Partner with bankers, underwriters, and other functions to support client financing needs.
• Process, clear, investigate, and service transactions, tickets, and widgets.
• Support document review, data reconciliation, and payment processing.
• Reconcile differences between systems, monitor reports, and ensure system integrity.
• Trade/Asset Support:
• Analyze reference data to support trading.
• Troubleshoot client inquiries related to account processing and access issues.
• Ensure accurate execution of investor tickets and trades, following through to settlement systems.
• Communicate with counterparties to match off on trades.
• Reporting:
• Support data analytics and reporting for your team and supported lines of business.
• Assist with projects such as recertifications of heightened risk sector clients.
• Create processes to minimize data input breaches.
• Oversee data management, governance, sourcing, and control of reference data.
• Provide operational support for reporting functions.
• Report risk internally and externally, including running attributions, investigating values, and presenting information.
• Transformation:
• Identify process gaps to optimize processes in collaboration with Technology teams.
• Create Tableau dashboards for reporting.
• Implement AI and Machine Learning solutions within Business Operations teams.
• Integrate products and information into accessible formats for internal clients.

Requirements & Tech Stack

• Proficiency in MS Office: Excel, Word, PowerPoint, Outlook.
• Root-cause analysis: Experience researching, documenting, and independently reporting information to resolve exceptions, propose solutions, and deliver results.
• Maintenance of issue logs, troubleshooting of problems, and handling of complaints with appropriate and timely escalation.
• Experience with data analytics, including working with large data sets, data analysis, and visualization.
• Tableau (mentioned as a tool for creating dashboards).

Qualifications

• Pursuing a B.A., B.S., B.B.A, or a 2-year M.A. or M.S., with an expected graduation date of December 2026 or prior to the start date – all majors considered.
• Great team player able to work within deadlines in a dynamic and changing environment.
• Demonstrated ability to communicate effectively both written and verbally.
• Detailed-oriented with strong critical thinking, attention to detail, and analytical skills.
• Ability to manage time, prioritize assignments, and know when to seek help for optimal solutions.
• Demonstrated growth mindset with a desire to learn financial operations.
• Individuals interested in front office, external customer/client interactions, or software engineering will not have their needs met within this program.

Preferred Qualifications

• Data automation (Tableau, Alteryx, etc.).
• Pre and post-trade lifecycle and portfolio management.
• Loan origination, servicing, analysis, and quality control.
• Money market, mutual funds, equities, fixed income, alternative investments, and derivatives.
• Experience processing multiple documents, payments, and transactions for clients and various stakeholders.
• Experience with client relationship management.
• Ongoing collecting, inputting, analyzing, and monitoring of financial information.

Locations

• Chicago, IL
• Columbus, OH
• Newark/Wilmington, DE
• NY Metro (Manhattan, Brooklyn, Jersey City)
• Plano, TX
• Tampa, FL
• Your exact office location may be within proximity to one of our main hubs. This will be communicated to you prior to your start date.
• You must be able to report to your designated office location on your start date.

Additional Information

• To be eligible for this program, you must be authorized to work in the U.S.
• JPMorgan Chase does not offer any type of employment-based immigration sponsorship for this program.
• JPMorgan Chase will not provide assistance or sign documentation for any other form of immigration sponsorship or benefit, including OPT or CPT.
• JPMorgan Chase fills on a rolling basis and strongly encourages early application.
• Completion of the HireVue video interview is required for application consideration.