J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Cash Securities & Digital Trading Middle Office (TMO) is a robust and dynamic team that provides extensive operational and trade support for full service and self-directed investment accounts in the Asset & Wealth Management line of business. The team is primarily responsible for the timely and accurate completion of trade corrections in equity, mutual fund, option, & fixed income asset classes. The TMO Analyst will work closely with several teams – Supervision, Managed Account Operations, Back Office Operations, and other partners across lines of business and locations. The role of Trade Support Analyst requires a willingness to take on a challenging and complex suite of processes, as well as an ability to learn quickly in a high volume, constantly evolving environment.
Job Responsibilities:
- Operational support for trade corrections in separately managed accounts, brokerage accounts, and self-directed accounts trading across all major asset classes, including equities, mutual funds, and fixed income
- Provide analytical and logical thinking to understand and analyze complex business processes, identifying risks and defining possible solutions
- Ensure written processes and procedures are followed in order to achieve desired business results
- Work on various projects related to Middle Office, Trade Corrections, and Operations
- Coordinate with various areas of Operations, Middle Office, Finance, IT, Risk, Compliance, and Senior Management on trade corrections, business requirements, procedures and processes
- Identify opportunities to automate processes, reducing need for manual touch points
- Process review and optimization
Required Qualifications, Skills and Capabilities:
- Fluency in English (oral and written)
- Strong interpersonal, communication and presentation skills
- Alteryx/Tableau design experience a plus
- Intermediate and beyond Excel skills
- Strong background relating to securities markets, their products, and asset classes
- Self-starter, extremely organized with strong commitment to accuracy and detail
- Working knowledge of securities industry with high aptitude for learning
- Process driven, self-starter with a team mindset
- Good judgment and problem solving skills
- Ability to multi-task, manage priorities effectively, work independently
- Must be self-motivated and task-driven
About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
Skills Required
- Fluency in English, both oral and written
- Strong interpersonal, communication, and presentation skills
- Intermediate or advanced Microsoft Excel skills
- Strong background in securities markets, products, and asset classes
- Working knowledge of the securities industry
- Analytical, logical thinking, judgment, and problem-solving skills
- Strong organization, accuracy, attention to detail, and process orientation
- Ability to multitask, manage priorities, and work independently
- Self-motivated, task-driven, and team-oriented approach
- Alteryx or Tableau design experience
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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