JPMorgan Chase Wealth Management Operations, Investments Middle Office Analyst in Newark, Delaware

Firm Introduction

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.

Position Description:

The Investments Middle Office embraces a set of core values that underlie the foundation of a high performance culture, guiding how we act as individuals and how we interact with others inside and outside the organization. These core values are: Courage, Honesty & Integrity, Accountability, Respect & Openness, and Trust.

The organization sustains an excellent reputation with our clients and treats associates as individuals, valuing diversity and rewarding their merits. Through a process of engagement and empowerment, associates take pride in the quality of service delivered to internal and external clients. Candidates interested in joining the Investments Middle Office will be selected, in part, based on their own personal alignment with these values and aspirations.

Candidates must have knowledge/experience in the securities marketplace including equity, fixed income, mutual funds and alternative assets as well as an understanding of portfolio management and trading processes in support of the Investor / Portfolio Manager community

Job Summary

The Trade Support Analyst serves as a vital resource for the WM Investor, Portfolio Management Group (PMG), and Global Portfolio Implementation (GPI) community, acting as the liaison between the business, technology, control partners, and operations. The analyst role includes the investigation of inquiries, monitoring trade execution flows, trade reconciliations, fundamental understanding trading systems, and the testing/implementation of new trading infrastructures/platforms. You must be able to provide and communicate solutions (in person, by phone, and by email) in a fast-paced, high pressure environment.

Responsibilities Include:

  • Serve as the central point of contact for Front Office and Implementation teams globally.

  • Provide end to end trade flow support across all product channels globally.

  • Monitor ongoing support needs to address changes and gaps

  • Driving continuous improvement efforts, while reducing risk across all touch-points in the trade path.

  • Ensuring the accurate and timely escalation and resolution of all inquiries.

  • Addressing ad hoc queries from operations, technology, and the front office.

  • Participating in User Acceptance Testing (UAT) phases for defect fixes, enhancements, and other strategic initiatives.

  • Facilitating training for new application users.

  • Working with the business, technology, and operations to determine priorities, schedule of releases, and requirements gathering.

  • Private Bank, Private Wealth Management or Chase Wealth Management experience preferred.

  • Undergraduate degree preferred; concentration in Finance or Business Management a plus.

  • 2 - 3 years of financial industry experience; Investment product knowledge a plus.

  • In-depth knowledge of Excel, PowerPoint and Internet technologies.

  • Must be highly disciplined, a self-starter, and have the ability to execute on assignments independently.

  • A team player who demonstrates work ethic and consistently demonstrates a high level of professionalism.

  • Attention to detail with superior written, verbal, and problem solving skills.

  • Excellent organizational and time management skills.

  • Ability to communicate with all levels within the Line of Business.

  • Strong capacity for operating in a flexible, dynamic environment where creative and strategic thinking is required

  • Client Service, Brokerage/Trade Operations or Technology background is a nice to have.

  • Obtaining the Series 99 within 120 days of employment

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