Investment Operations Analyst

Posted Yesterday
Be an Early Applicant
2 Locations
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Supports end-to-end investment transaction processing, settlement, cash processing, asset transfers, corporate actions, reconciliations, and reporting. Monitors workflows, investigates exceptions, resolves operational breaks, and improves controls and processes. Partners with investment, client service, technology, finance, custodial, broker, and fund administration teams. Supports audits, regulatory reporting, requirements gathering, testing, implementations, and the controlled adoption of AI-enabled tools.
Summary Generated by Built In

Make a direct impact at the heart of the investment lifecycle. Join JPMorganChase’s International Private Bank in Geneva, where you will support end-to-end transaction processing while helping drive new initiatives that strengthen risk and control. You will be part of an inclusive, collaborative team that values your ideas and supports your professional growth.

As an Investment Operations Analyst within our operations team, you will help ensure the seamless execution, settlement, and administration of a broad range of investment products. With multiple openings across the Investment Operations organization, you may align to teams supporting areas such as Alternatives, Mutual Funds, Equities, Fixed Income, foreign exchange (FX), Derivatives, and Regulatory Reporting. You will partner closely with investment teams, client service, operations colleagues, and technology partners to deliver outcomes for clients and continuously improve how we work.

Job responsibilities

  • Provide operational support across the trade and investment lifecycle, including confirmations, settlement, cash processing, asset transfers, corporate actions, reconciliations, and reporting
  • Monitor daily workflows and follow up on exceptions to ensure timely and accurate completion of activities
  • Investigate breaks and escalate issues appropriately to support timely resolution and minimize client impact
  • Drive process improvement initiatives, including standardization, control enhancements, and operational risk reduction
  • Respond to inquiries from internal and external stakeholders, including technology, finance, custodians, brokers, and fund administrators
  • Support audits, compliance reviews, and regulatory or internal reporting requirements with strong documentation and governance practices
  • Partner with business and technology teams to gather requirements, support testing, and assist with implementations for process and control enhancements
  • Learn and adopt approved artificial intelligence tools and new technologies to improve efficiency, accuracy, and service outcomes while maintaining strong controls and data discipline

Required qualifications, capabilities, and skills

  • Strong written and verbal communication skills with working proficiency in English
  • Proficiency in Excel and comfort working with data (for example, organizing, validating, reconciling, and reporting)
  • Strong attention to detail and a commitment to accuracy and quality
  • Strong organizational skills with the ability to manage multiple tasks and deadlines
  • Ability to prioritize effectively and take initiative in a fast-paced environment
  • Ability to collaborate effectively as part of a team across global partners
  • A continuous improvement mindset and a professional, client-focused approach

Preferred qualifications, capabilities, and skills

  • Interest in financial markets and the investment lifecycle across products such as Alternatives, Mutual Funds, Equities, Fixed Income, foreign exchange (FX), and Derivatives
  • Exposure to data analytics, automation, or reporting tools (for example, Alteryx, Tableau, Python)
  • Demonstrated interest in artificial intelligence-enabled tools or automation approaches (for example, prompt-based assistants and workflow orchestration)
  • Experience in operations, finance, or a related environment.
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.
  
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.
About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Skills Required

  • Strong written and verbal communication skills
  • Working proficiency in English
  • Proficiency in Excel
  • Comfort working with data, including organizing, validating, reconciling, and reporting
  • Strong attention to detail and commitment to accuracy and quality
  • Strong organizational skills and ability to manage multiple tasks and deadlines
  • Ability to prioritize effectively and take initiative in a fast-paced environment
  • Ability to collaborate effectively with global partners
  • Continuous improvement mindset and professional, client-focused approach
  • Interest in financial markets and the investment lifecycle
  • Exposure to data analytics, automation, or reporting tools such as Alteryx, Tableau, or Python
  • Interest in artificial intelligence-enabled tools or workflow automation
  • Experience in operations, finance, or a related environment

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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