Wealth Management, JPMS Middle Office Managed Account Services Trade Support, Analyst
Req #: 190072717
Location: Brooklyn, NY, US
Job Category: Asset Management
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
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.
J.P. Morgan Securities brings together the strengths of the global J.P. Morgan family as well as best-in-class external resources to help meet the financial goals of our Clients. Our small size and broad scope allow us to customize solutions tailored to Clients' specific needs.
The JPMS Middle Office embraces a set 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 JPMS 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, and mutual funds and as well as an understanding of portfolio management and trading processes in support of the JPMS Advisor and Community.
The Trade Support analyst will be responsible for managing a team of Middle Office professions that serve as a liaison between the user community (including Financial Advisors/Sales teams), Business, Operations, and Technology. This team supports Financial Advisors that are Portfolio Managers on behalf of their clients; clients are enrolled in Managed Account Programs. The analyst's role is to support the Financial Advisor teams, middle office, and operations in support of key trading applications to trade managed accounts, as well as completion of all User Acceptance testing for managed account trading applications in preparation for enhancements and defect resolution.
Supporting users in the day-to-day aspects of Portfolio Management Middle Office functions and use of various trading applications.
Resolving phone and e-mail inquiries regarding trading, data quality issues, application usage, and operations trading items.
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 all new application users.
Working with the business, technology, and operations to determine priorities, schedule releases, and write specifications for enhancements.
Managing and leading a team of analysts.
Client Service, Brokerage Operations, or Technology background in Wealth Management support.
Experience in Operational Managed Account/Portfolio Management processes
Undergraduate degree preferred; concentration in Finance or Business Management a plus.
2 plus years of financial industry experience
Trading, managed and Investment product knowledge.
Strong client service skills
In-depth knowledge of Excel and PowerPoint.
Must be highly disciplined, a self-starter, and have the ability to execute on assignments independently.
A team player who demonstrates strong work ethic and a high level of professionalism.
Attention to detail with superb written, verbal, and problem solving skills.
Excellent organizational and time management skills.
Ability to communicate at all levels within the Line of Business.
Strong capacity for operating in a flexible, dynamic environment where creative and strategic thinking is required.
Strong leadership skills
Jpmorgan Chase & Co.