JPMorgan Chase Wealth Management, Investment Product Middle Office Trade Support Analyst, Analyst in Chicago, Illinois

Wealth Management, Investment Product Middle Office Trade Support Analyst, Analyst

Description

Wealth Management Ops Investment Products Middle Office Brokerage Support Analyst

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, 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.

The Trade Support Analyst will be responsible for numerous functions including trade support and order entry, Donor Advised Funds, reconciliation, preparation of various reports, client inbound and outbound calls along with ad hoc issues. In this role, the candidate will develop an in-depth understanding of products and trade flows (Equities, Mutual Funds and Options) for the US Private Bank and J.P. Morgan Securities. Candidate will be required to partner with immediate teammates, as well as front and middle offices relating to daily operations.

The role requires a willingness to take on a challenging and complex suite of products, and learn quickly in a high volume and constantly changing environment. Strong communication and attention to detail are necessary skills, as this role includes interaction with Front Office, Middle Office and the trading desks.

Responsibilities:

  • Work with Front Office Product Desks, Middle Office, Financial Advisors, and Client Service on trades in respective asset classes

  • Support Donor Advised Funds process for PB and CMW

  • Respond to inquiries as requires

  • Review daily reconciliation reports

  • Document procedures and process flows, and ensure they are kept accurate

  • Assist in developing and reviewing documented test plans, and coordination of UAT

  • Assist in the development of training materials

  • Work on various projects related to Middle Office, Administration, Risk, Compliance, and Operations

  • Coordinate with various areas of Operations, Middle Office, Finance, IT, Risk, Compliance, and Senior Management on business requirements, procedures and processes

  • Assist with day to day Front Office, Client and Broker inquiries

  • Assist with monthly management reporting

Required:

  • Strong interpersonal and communication skills

  • 1-2 years industry related experience preferred

  • Bachelor’s degree or higher

  • Self-starter, extremely organized with strong commitment to accuracy and detail

  • General knowledge of securities industry with high aptitude of learning

  • Process driven, and at ease with responding to high pressure deadlines

  • Good judgment and problem solving skills

  • Demonstrated proficiency in Excel, PowerPoint, Word and SharePoint a plus

  • Ability to multi-task, manage priorities effectively, work independently

  • Must be a team player and be able to follow-through on key tasks

  • Series 7 and 63 or 66

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.

Job

Operations

Primary Location

US-IL-Chicago-Citadel Center / 52735

Organization

WM OPERATIONS

Schedule

Full-time

Job Type

Standard

Shift

Day Job

Recruiter

Robert E. Lee II

Required:

  • Strong interpersonal and communication skills

  • 1-2 years industry related experience preferred

  • Bachelor’s degree or higher

  • Self-starter, extremely organized with strong commitment to accuracy and detail

  • General knowledge of securities industry with high aptitude of learning

  • Process driven, and at ease with responding to high pressure deadlines

  • Good judgment and problem solving skills

  • Demonstrated proficiency in Excel, PowerPoint, Word and SharePoint a plus

  • Ability to multi-task, manage priorities effectively, work independently

  • Must be a team player and be able to follow-through on key tasks

  • Series 7 and 63 or 66

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.