JPMorgan Chase Wealth Management Operations, Investments Middle Office Analyst in Westerville, Ohio
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 PWM / PB Investor and the Portfolio Management Group (PMG).
The Trade Support Analyst serves as a vital resource for the Private Bank Investor community, acting as the liaison between them and the middle office, back office, and technology teams. The analyst role includes the investigation of Investor inquiries, monitoring trade execution flows, trade reconciliations, understanding internal trading systems, and the testing/implementation of new trading infrastructures. You must be able to provide and communicate solutions (in person, by phone, and by email) in a fast-paced, high pressure environment.
Support of users by resolving their phone and e-mails inquiries about trading, data quality issues, application usage, and other miscellaneous 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 new application users.
Working with the business, technology, and operations to determine priorities, schedule of releases, and writing specifications.
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.