Investigate and respond to internal and client-related queries by performing analysis, identifying root causes, and coordinating timely resolution.
Validate and reconcile data to maintain system integrity, identify breaks promptly, and drive remediation through to closure.
Deliver recurring and ad hoc reporting by gathering requirements, validating inputs, and completing outputs accurately and on time.
Execute custody lifecycle events (e.g., launches, maintenance, closures, and changes) with clear documentation, approvals, and audit-ready records.
Education & alternatives
Preferred qualifications, capabilities and skills
- Bachelor’s degree or equivalent practical experience
- Experience supporting custody as a product, including account onboarding and lifecycle changes
Add your resume and we’ll mark which of these tools you already use, and point out anything in the posting that could rule you out.
Excel
Where the posting names them
- 5 years of experience in financial services operations supporting account onboarding, account maintenance, or client data processes
- Strong data analysis and validation skills, including proficiency in Microsoft Excel (e.g., pivot tables, formulas, and data investigation)
- Demonstrated attention to detail and quality control, with the ability to deliver accurate work under pressure and meet deadlines
About 318,512 in 2025.Annual report (SEC Form 10-K)
Company
Listed as JPM.
Layoff notices
Notices this year and last cover 152 people. The latest was filed March 23, 2026.State WARN notices
Demand for Analyst roles
New Analyst postings at the employers we follow are up 24% over the last 6 weeks compared with the 6 before.
August 17Last week
Each bar is one week of new postings. The darkest bars are the last 6 weeks.
Counted from the hiring pages we’ve followed for at least five weeks, so employers we add don’t look like growth. Updated weekly.
About the role
We file this job under Analyst, by the work the posting describes.
Analysts answer business questions with data. They pull numbers with SQL, build reports and dashboards, and explain what changed and why to the people making decisions.
Most postings ask for SQL, spreadsheets, a dashboard tool such as Tableau or Power BI, and clear writing.
Unlike a data scientist, an analyst mostly explains what happened rather than building models that predict what will.
Join a team where your operational discipline and attention to detail directly improve client onboarding and account maintenance quality. In this role, you will help ensure custody accounts are configured correctly, changes are well controlled, and data remains accurate across systems. You will partner closely with stakeholders to investigate issues, deliver reporting, and keep daily workflows running smoothly. You will also identify recurring breaks and help improve processes to reduce rework and strengthen controls.
Job summary As a Client data analyst in Custody operations, you will support custody account onboarding and lifecycle changes by managing daily workflows, maintaining accurate static data, and delivering controlled account setup and maintenance. You will investigate queries, reconcile data across systems, and partner with stakeholders to translate requirements into accurate configurations and timely outcomes.
Job responsibilities
Manage daily workflows supporting custody onboarding, account maintenance, and account closures, ensuring completeness, accuracy, and control.
Investigate and respond to internal and client-related queries by performing analysis, identifying root causes, and coordinating timely resolution.
Deliver recurring and ad hoc reporting by gathering requirements, validating inputs, and completing outputs accurately and on time.
Execute custody lifecycle events (e.g., launches, maintenance, closures, and changes) with clear documentation, approvals, and audit-ready records.
Partner with stakeholders to gather requirements, validate inputs, and translate them into accurate account configurations across systems.
Validate and reconcile data to maintain system integrity, identify breaks promptly, and drive remediation through to closure.
Troubleshoot account setup and configuration issues, communicate status clearly, and escalate risks appropriately.
Maintain procedures and setup documentation by updating records and supporting control and compliance expectations.
Required qualifications, capabilities and skills
5 years of experience in financial services operations supporting account onboarding, account maintenance, or client data processes
Strong data analysis and validation skills, including proficiency in Microsoft Excel (e.g., pivot tables, formulas, and data investigation)
Demonstrated attention to detail and quality control, with the ability to deliver accurate work under pressure and meet deadlines
Strong, structured problem-solving skills, including the ability to connect details across systems and downstream impacts
Strong communication skills, with the ability to explain issues, risks, and next steps clearly to stakeholders
Ability to organize and prioritize work, drive follow-ups, and maintain day-to-day workflow execution
Ability to work independently, take initiative, and adapt quickly in a fast-paced environment
Experience maintaining clear documentation and process artifacts to support audit readiness
Preferred qualifications, capabilities and skills
Bachelor’s degree or equivalent practical experience
Experience supporting custody as a product, including account onboarding and lifecycle changes
Experience supporting reporting deliverables for clients, investors, or regulatory stakeholders
Experience partnering with cross-functional teams to translate requirements into operational setup and controls
Experience driving process improvements, workflow simplification, or recurring issue reduction
Experience supporting data reconciliation across multiple systems and addressing root causes of breaks
Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes