About The Role

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