Job Description

JOB DESCRIPTION

Introductory marketing language

Join a team that sits at the heart of client cash and safekeeping, shaping how we deliver deposits and custody solutions across our Private Bank. You'll help advisors serve clients with precision, control and speed--while building capabilities that scale. This role blends client impact with operational excellence and product innovation. If you're energized by ownership, collaboration and a high?trust culture, this is a place to grow. Bring your curiosity and make a measurable difference.

Job summary

As a Deposit and Custody Analyst in Private Bank Deposits and Custody, you support advisors and clients by delivering dependable deposit and custody solutions that help clients meet their goals. You will run day?to?day activities for our Geneva platform, keep transactions accurate and controlled, and partner across product, operations and external providers. We work with care, pace and integrity, and we value inclusive, transparent collaboration. Together, we turn strong execution into better client outcomes.

Job responsibilities

Support advisors with deposit and custody solutions for clients and prospects Build and maintain client?ready pitchbooks and briefing materials Partner with product teams to test features and confirm rollout readiness Monitor and approve deposit trades in the order management system Liaise with external providers to coordinate fiduciary trade execution Review and approve deposit breakages and fiduciary fee exceptions Review and approve custody fee exception requests with proper controls Execute daily rate uploads and implement timely rate changes Perform controls and audit testing across the Swiss platform Close control findings and maintain clear documentation standards Investigate and resolve errors, escalating issues when needed Contribute to ad-hoc initiatives

Required qualifications, capabilities, and skills

Prior 1-3 years' experience in private banking with exposure to deposits or custody preferable Working knowledge of financial markets and interest rate drivers Strong attention to detail with excellent time management and organization Proficiency in Microsoft Office and ability to produce client?ready materials Fluency in English with clear, professional written and verbal communication Ability to collaborate across advisors, product, operations and external providers Problem?solving mindset with accountability for outcomes Commitment to an inclusive culture and respect for diverse perspectives

Preferred qualifications, capabilities, and skills

Proficiency with Tableau, Python or Alteryx for reporting and analytics Strong presentation skills for advisor briefings and client meetings Experience contributing to cross?functional projects and process improvements

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.



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.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.