Investment Operations Associate

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
Owns end-to-end investment operations across custody support, asset servicing, cash, fees, reconciliations, documentation, and asset transfers. Manages workflows, exceptions, controls, reporting, stakeholder escalations, and process improvements. The role also mentors junior colleagues, supports technology implementations, and promotes AI and automation to improve operational efficiency, accuracy, and risk management.
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 own end-to-end operational delivery across our Core Operations functions while driving 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 Associate within our Core Operations team, you will help ensure the seamless servicing, settlement, and administration of a broad range of client assets and investment products. Core Operations sits at the heart of the International Private Bank, spanning Custody Operations Support, Asset Servicing, Fees, Cash, Document Servicing & Controls, and Asset Transfers. You will take ownership of complex processes, guide junior colleagues, and be expected to adapt and contribute across functions as business needs evolve. You will partner closely with custodians, brokers, fund administrators, Front Office, clients, technology, and finance partners to deliver outcomes for clients and continuously improve how we work.

Job responsibilities

  • Own operational delivery across Core Operations functions, including custody support, asset servicing (corporate actions, income payments, proxy voting), cash monitoring and booking, fees, reconciliations, client’s documents processing, and asset transfers
  • Manage daily workflows end-to-end, oversee exception handling, and ensure timely, accurate completion of activities across client and bank accounts
  • Take accountability for operating to and within firm and team control standards, including issue identification, remediation planning, and governance
  • Produce timely, complete, and accurate internal reporting associated with team processes
  • Act as a point of escalation for internal and external stakeholders, including custodians, brokers, fund administrators, Front Office, technology, and finance
  • Support and mentor Analysts and junior colleagues, providing guidance, work allocation, and review of work for quality and completeness
  • Lead process improvement initiatives — including standardization, control enhancements, and operational risk reduction — and recommend risk mitigation strategies
  • Foster a positive team culture that supports collaboration, innovation, and continuous improvement, and contribute to the firm's inclusive culture
  • Partner with business and technology teams to gather requirements, lead testing, and drive implementation of process and control enhancements
  • Champion the adoption of 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

  • A proven track record working in operations, ideally within a custody, asset servicing, or settlement environment
  • Ability to manage processes independently and take accountability and ownership of issues, driving them tenaciously to closure
  • Strong written and verbal communication skills with professional proficiency in English
  • Proficiency in Excel and comfort working with data (for example, organizing, validating, reconciling, and reporting)
  • Sound judgment and the ability to investigate and resolve complex issues
  • Strong attention to detail and a commitment to accuracy and quality
  • Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment
  • A self-starter who collaborates effectively across global partners and adapts to a changing environment
  • A continuous improvement mindset and a professional, client-focused approach

 

Preferred qualifications, capabilities, and skills

  • Experience across client-asset products such as bonds, equities, ETFs, investment trusts, structured products, mutual funds, derivatives, precious metals, and physical certificates
  • Prior experience owning processes, controls, or risk/issue management within an operations environment
  • Experience supervising, mentoring, or allocating work to others
  • Exposure to data analytics, automation, or reporting tools (for example, Alteryx, Tableau, Python)
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

 

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

  • Proven experience working in operations, ideally in custody, asset servicing, or settlement
  • Ability to independently manage processes and drive issues through resolution
  • Professional proficiency in English with strong written and verbal communication skills
  • Proficiency in Excel and comfort organizing, validating, reconciling, and reporting data
  • Sound judgment and ability to investigate and resolve complex issues
  • Strong attention to detail and commitment to accuracy and quality
  • Strong organizational skills and ability to manage multiple priorities and deadlines
  • Ability to collaborate across global partners and adapt to changing environments
  • Continuous improvement mindset and professional, client-focused approach
  • Experience with client-asset products including bonds, equities, ETFs, investment trusts, structured products, mutual funds, derivatives, precious metals, or physical certificates
  • Experience owning processes, controls, or risk and issue management in an operations environment
  • Experience supervising, mentoring, or allocating work to others
  • Exposure to data analytics, automation, or reporting tools such as Alteryx, Tableau, or Python
  • Experience using AI-powered analytics, workflow automation, or intelligent process tools

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 coverage and wellness resources, including mental-health support and wellness incentives, are described as comprehensive and accessible; feedback suggests income-based contributions help keep care affordable.
  • Retirement Support — A dollar-for-dollar 401(k) match up to 5% of eligible pay, plus additional employer contributions in some cases, is highlighted as a strong pillar of financial security. Feedback suggests this structure is a notable advantage of the total rewards package.
  • Parental & Family Support — Up to 16 weeks of paid parental leave for all parents, along with fertility, adoption, surrogacy, childcare, and family-support resources, signals a family-forward approach. Feedback suggests these programs are a standout feature of the package.

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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