
at J.P. Morgan
Bulge Bracket Investment BanksPosted 9 days ago
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- Compensation
- Not specified
- City
- Houston
- Country
- United States
Currency: Not specified
Full Job Description
Location: Houston, TX, United States
- Support North America Escrow Client Managers by actioning client-related cases and maintaining accurate account information across multiple internal systems
- Monitor daily cash activity, investigate overdrafts and uninvested cash balances, and coordinate resolution of outstanding items
- Perform ongoing account maintenance reviews, including monitoring account changes and ensuring data accuracy across Escrow platforms
- Review and analyze recurring control reports, dashboards, and account metrics to identify inconsistencies, exceptions, and potential risks
- Execute quality assurance reviews across global Escrow locations to ensure adherence to established procedures and control standards
- Produce and distribute monthly control metrics and management reporting for global Escrow governance forums
- Manage periodic reviews of dormant accounts, aged receivables, return mail, and small balance accounts to support regulatory and operational requirements
- Support Paying Agency activities and related operational processes
- Participate in and lead small to large-scale projects focused on process improvement, risk mitigation, and operational efficiency
- Partner with stakeholders across Operations, Client Service, and Controls to strengthen risk management and enhance the client experience
Required qualifications, capabilities, and skills
- Bachelor's degree in Business, Finance, or a related field
- 3+ years of experience in financial services, operations, client service, escrow, corporate trust, custody, or a related discipline
- Strong analytical and problem-solving skills with exceptional attention to detail
- Experience reviewing operational processes, identifying risks, and supporting a strong control environment
- Strong written and verbal communication skills with the ability to collaborate across teams and stakeholder groups
- Ability to manage multiple priorities and perform effectively in a fast-paced environment
- Strong Microsoft Excel skills and proficiency with data analysis and reporting
- Demonstrated ability to work independently while contributing to a collaborative team environment
Preferred qualifications, capabilities, and skills
- Experience in Escrow, Corporate Trust, Custody, or related Payments businesses
- Knowledge of risk and control frameworks, operational risk management, and quality assurance practices
- Familiarity with J.P. Morgan internal platforms, including Unity, CAPTIS, ESP, ECD, and iDDA
- Experience supporting governance reporting, metrics production, and control forums
- Understanding of tax-related processes and requirements
- Project management and process improvement experience with a focus on operational excellence and risk reduction




