Portfolio Management - Trading Services Associate

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in Wealth Management and partner with the Business to provide a comprehensive service for Trading.

As a Trading Services Associate in the Asset & Wealth Management line of business, you will be responsible for understanding trading structures to accurately capture all transactions, complete reconciliation checks, and ensure controls are performed. As a Trading Services Associate you will also solicit and champion the "voice of the user" in planning and design discussions with vendors and internal partners. While strategic thinking and coordination are important elements of this role, this individual will be required to take a tactical role with requirements, design, testing, and roll out and training with users.

Job responsibilities

• Develop a deep understanding of the portfolio management and trading processes and needs of the Financial Advisors and Trading Desks. Actively solicit and represent the "voice of the user."

• Become proficient in all portfolio management and trading tools and train new Financial Advisor Teams and current employees on how to use the tools to be most efficient in managing client portfolios.

• Identify knowledge gaps in the field and help develop training materials to address those gaps.

• Contribute to the definition and development of the short/medium/long term roadmap for portfolio management and trading platforms.

• As a Trading Services Associate, create sound business requirements, act as liaison with cross functional teams and vendors, provide oversight of deliverables, conduct usability testing, and manage product and deployments in partnership with the technology team and vendors.

• Partner with Technology and vendors to execute against the roadmap including implementation of new platforms and enhancements to existing tools to meet evolving business needs.

Required qualifications, capabilities, and skills

• An understanding and experience with portfolio management and trading processes and tools

• Familiarity with Linedata - Longview, Advent - Moxy, Envestnet - FolioDynamix, Tamarac, State Street - Charles River Development (CRD) Bloomberg and other such Portfolio Management applications.

• Knowledge of the front to back Operations process (including the key elements such as confirmations, settlements, regulatory reporting) and facilitate issue resolution across teams

• Understand the key elements of other infrastructure groups (i.e. Finance, Market risk, Credit risk, Operational risk, Legal, Collateral etc.) and recognize the impact of the actions of the Trade support team on these areas

• Must have clear communication skills and an ability to use these to work collaboratively, explain, and challenge, as appropriate

• Attention to details and sense of ownership

• Great team player able to work in a pressurized and changing environment

• Possess strong analytical and numerical skills

• Strong problem-solving, control, and project management skills

Work schedule

• This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change

This position is not eligible for H1B or Sponsorship

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans