Trading Services Associate

JOB DESCRIPTION

Join a dynamic team at the forefront of Wealth Management’s investment process. Collaborate with experts across asset classes, technology, and operations and Drive operational excellence and innovation in a fast-paced, high-impact environment.

Job Summary

As an Operations Analyst within the Portfolio Solutions & Research Support Team, you ensure the accuracy of investment decision-making and trade-flow processes.
You oversee data integrity, system readiness, and reconciliation across middle office systems. You partner with key stakeholders to resolve issues, manage deliverables, and support strategic initiatives.

Job Responsibilities:

• Oversee middle office data environment and system readiness
• Ensure data integrity through ongoing validation tests
• Reconcile positions, transactions, and indicative data
• Enter client portfolio requests into workflow tools
• Escalate operational incidents early and ensure root cause analysis
• Deliver consistent results while managing multiple tasks
• Adapt to changing environments and implement new processes
• Prepare and distribute MIS reports on business and operations
• Partner with Middle Office, Operations, and Technology teams
• Manage deliverables and service ad hoc queries
• Document and improve operational processes

Required qualifications, capabilities and skills

• Demonstrate strong academic background and minimum 2 years industry experience
• Apply process automation skills with Python, Alteryx, SQL, and VBA
• Communicate complex issues clearly and effectively
• Prioritize tasks with urgency and execute efficiently
• Drive process changes and efficiencies in business operations
• Understand investment products and maintain a control-oriented mindset
• Interpret results and proactively prevent operational issues

Preferred qualifications, capabilities and skills

• Exhibit advanced analytical and problem-solving abilities
• Collaborate effectively within cross-functional teams
• Adapt quickly to new systems and technologies
• Lead process improvement initiatives
• Manage competing priorities in a deadline-driven environment
• Utilize strong organizational and documentation skills
• Support strategic projects and business analysis

ABOUT US
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.