Presentation Specialist - Custody Operations

Breaks Management and Oversight Associate

Join a dynamic team driving innovation in Custody Operations at one of the world’s leading financial institutions. Advance your career in a role that values creativity, operational excellence, and strategic thinking. Be part of a global organization committed to delivering exceptional client service and operational integrity.

As a Presentation Specialist within Custody Operations Breaks Management and Oversight, you will design and deliver high-quality presentations that support business development and operational excellence. You will leverage your deep understanding of custody operations to create accurate, impactful content for internal and client-facing needs. You will collaborate with cross-functional teams to drive process improvements and enhance communication across the organization.

Job Responsibilities

• Design and enhance presentations tailored to business and client requirements
• Leverage custody operations expertise to ensure content accuracy
• Collaborate with internal teams to gather and synthesize information
• Support business development and client meetings with impactful materials
• Conduct peer reviews and recommend process improvements
• Demonstrate flexibility by adapting to changing business needs and shifts
• Communicate effectively with stakeholders at all levels
• Diagnose and resolve operational or technical issues
• Prepare management summaries highlighting key risks and controls
• Track and monitor action plans to closure
• Assist in developing and enhancing control self-assessments

Required Qualifications, Capabilities, and Skills 

• Hold a bachelor’s degree, in a business discipline
• Demonstrate 7 years of experience in Financial Services, especially custody asset servicing
• Exhibit strong organizational and prioritization skills
• Utilize advanced Microsoft Office skills, including Excel (VLOOKUP)
• Communicate clearly in both oral and written forms
• Apply analytical and problem-solving abilities to drive change
• Adapt quickly to evolving business landscapes

Preferred Qualifications, Capabilities, and Skills 

• Possess experience in custody, investment banking, or fund services
• Display expertise in SOTF tools such as Tableau, Alteryx, AI, or ML
• Work effectively on multi-stream programs
• Interact confidently with management, clients, and colleagues
• Think strategically while executing practical solutions
• Develop and present control-related action plans
• Collaborate with process leads and business partners across locations

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

Senior Level