Credit Analyst

Asset Management - Fee Review - Analyst

Join a high-impact controls function supporting institutional clients. Shape how fee governance is monitored, reported, and improved across a complex product set. Partner globally with front office, product, legal, compliance, and control teams to drive transparency and consistency.

As a Fee Review Analyst within Americas Institutional Client Platform & Controls, you oversee non-standard fee governance through rigorous review, data validation, and executive-ready reporting. You lead recurring review cycles and enhance fee reference materials to strengthen the institutional control environment. You collaborate across global stakeholders to deliver insights, resolve exceptions, and continuously improve processes.

Job responsibilities

• Review non-standard fee requests as first-line reviewer across US Global Liquidity & Institutional business.
• Lead the semi-annual non-standard fee review project across ~4,000 accounts.
• Validate fee data completeness, accuracy, and supporting documentation for auditability.
• Coordinate inputs and approvals with advisors, product specialists, legal, compliance, and controls partners.
• Develop standards and methodology to enhance and maintain the fee booklet.
• Track non-standard fee metrics and key risk indicators on an ongoing basis.
• Create monthly presentation materials for Conflict of Interest reporting.
• Maintain records, logs, and databases with strong data governance and version control.
• Update policies and procedures and communicate changes to impacted stakeholders.
• Improve processes through automation, standardization, and efficiency initiatives.
• Prepare and present executive updates summarizing results, trends, and issues.

Required qualifications, capabilities and skills

• Demonstrate at least 2 years of experience in financial product analysis, marketing support, or client service.
• Apply strong analytical skills to interpret fee structures and identify exceptions and trends.
• Communicate clearly and concisely in writing and verbally with senior stakeholders.
• Execute effectively in a fast-paced, deadline-driven environment with shifting priorities.
• Exercise sound judgment when assessing risk, controls, and escalation needs.
• Collaborate proactively across functions and geographies with cultural awareness.
• Deliver high-accuracy outputs with disciplined attention to detail and data quality.

Preferred qualifications, capabilities and skills

• Leverage experience supporting control, governance, or operational risk-related initiatives.
• Utilize advanced Excel skills (e.g., pivots, complex formulas) for large-scale reconciliations and MIS.
• Build polished executive materials (PowerPoint) that simplify complex findings.
• Manage large datasets and logs with consistent documentation and audit trail mindset.
• Improve workflows through process mapping, standardization, and automation ideas.
• Partner confidently with front office and control functions to drive timely outcomes.
• Adapt quickly to ambiguity while maintaining strong ownership and follow-through.

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.

Experience Level

Mid Level