Investment Account Transfers Analyst

Transfers Analyst

Deliver accurate, timely ISA and investment account transfers that protect customers, meet SLAs, and elevate the Personal Investing experience.

As a Transfers Analyst within JPMorganChase Personal Investing – ISA Team, you will administer ISA, LISA, JISA and GIA transfers in and out of the bank with precision and pace using the Equisoft platform. You will process withdrawals, complete verification and reconciliations, and partner closely with Client Services and Sales to resolve issues and deliver an excellent customer outcome. You will also contribute to continuous process improvement while taking ownership of your development and performance against operational controls and service standards.

Job Responsibilities :

• Process ISA (including cash and asset) transfers in and out using the Equisoft platform.
• Execute withdrawals processing and ensure timely banking in line with procedures and SLAs.
• Perform verification, quality checks, and reconciliations to maintain data integrity and control standards.
• Collaborate with internal teams to resolve operational issues efficiently, often under time pressure.
• Monitor workflow tracking, queue management, and task prioritization in partnership with team leads.
• Identify breaks, exceptions, or delays and escalate appropriately with clear, audit-ready documentation.
• Drive continuous improvement by updating procedures, reducing handoffs, and improving turnaround times and customer experience.

Required qualifications, skills, and capabilities :

• Experience processing cash and asset ISA transfers, including use of the Equisoft platform
• Familiarity with Salesforce or a similar CRM platform
• Strong organisational skills with the ability to manage and prioritise a high-volume workload
• Ability to work in the office on a full-time basis

Preferred qualifications, skills, and capabilities :

• Proficiency in Microsoft Office, especially Excel
• Knowledge of ISAs and other investment products (e.g., LISA, JISA, GIA)
• Strong communication and stakeholder management skills across internal partners and vendors
• Experience in client-facing roles or customer service environments

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.