Teams at JPMorganChase

Build, project, publish, and validate daily ETF baskets supporting creation and redemption activity. Project corporate actions, income accruals, and distributions; investigate processing issues and variances; execute controls; and coordinate with Fund Accounting, Trading, Corporate Actions, and Technology teams. Support ETF launches, testing, validation, and process automation while ensuring accurate, timely deliverables across multiple funds.

Deliver institutional investment performance and risk reports, resolve client reporting inquiries, coordinate change requests and onboarding, investigate data issues, perform reconciliations and quality checks, maintain reporting templates, follow operational controls, and support process-improvement projects. The role requires financial analysis, investment performance knowledge, Excel proficiency, clear stakeholder communication, and the ability to manage multiple priorities.

Manages a portfolio of small-business clients, providing customized banking, deposit, cash-management, credit, and financial advisory solutions. Builds and retains client relationships, develops new business, conducts in-person client outreach, identifies financial needs, coordinates referrals to specialists, and balances client service with credit, risk-management, profitability, and regulatory requirements.