Job Description

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

J.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.