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Wealth Management, Investment Products Middle Office, Trade Support, Associate

Company: Collegiate Funding Services
Location: Newark
Posted on: March 25, 2020

Job Description:



Wealth Management, Investment Products Middle Office, Trade Support, Associate
Req #: 200018818

Location: Newark , DE, US

Job Category: Operations

Job Description:

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.

The Trade Support Associate within the Investment Products Middle Office is responsible for numerous functions. In this role, they will need to develop a keen understanding of product flows, including FX, Over the Counter Derivatives, and Structured Products. They will also cross over into Equity, Fixed Income, Syndicates, and Listed Options as needed.

The Trade Support Associate will support the end to end lifecycle of FX, Over the Counter Derivatives, and Structured Products from Dodd Frank and ISDA onboarding, to establishing eligibility, to trade execution and all the way through maturity/expiration. The team is responsible for monitoring and helping with trade booking, book building, settlements, fails, one offs, regulatory requests, reference data, etc. Within the context of the team they will work independently to prioritize the daily work and to ensure all requisite procedures and controls are adhered to. Additionally, the Trade Support Associate will work with internal partners throughout the Private Bank, JPMS, Corporate & Investment Bank, and external 3rd parties to ensure accurate transaction processing, timely response to inquiries, and to resolve issues as they arise. There will be a heightened level of project management responsibilities to keep pace with an aggressive agenda.

The role of the Middle Office Trade Support Associate requires a willingness to take on a challenging and complex suite of products and an ability to learn quickly in a high volume and constantly changing environment. Strong communication skills are a necessity due to heavy interaction with front office and product desk personnel and to keep management apprised of key developments or ideas to improve upon existing processes.

Responsibilities:

  • Work with Front Office Product Desks, Investors, Financial Advisors, and Client Service on trades in respective asset classes
  • Interface with Operations on trade booking, fail management, exception processing, and ad hoc queries
  • Respond to inquiries as requires
  • Review daily reconciliation reports
  • Compile MIS data for management
  • Document procedures and process flows, and ensure they are kept accurate
  • Assist in developing and reviewing documented test plans, and coordination of UAT
  • Assist in the development of training materials
  • Work on various projects related to Middle Office, administration and operations
  • Coordinate with various areas of Operations, Middle Office, Finance, IT and Senior Management on business requirements, procedures and processes
  • Assist with day to day Front Office, Client and Broker inquiries
  • Assist with monthly management reporting


    Required:
    • Strong interpersonal, communication and presentation skills
    • Knowledge of securities industry and applicable regulatory requirements
    • Process driven, and at ease with technology and client account / security reference data
    • Experience in workflow analysis and documentation
    • Strong Excel and PowerPoint skills
    • Ability to multi-task and be detail oriented
    • Ability to work in a high paced environment with tight deadlines
    • Must have a control-oriented mindset
    • Must be a team player


      Preferred:
      • Operational and/or Client service experience
      • Experience in Asset/Wealth Management
      • Understanding of Private banking operations and /or JPMS operations
      • Experience working with various product groups
      • Exposure to international offices and procedures
      • Microsoft Suite of applications proficiency



Keywords: Collegiate Funding Services, Newark , Wealth Management, Investment Products Middle Office, Trade Support, Associate, Executive , Newark, Delaware

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