Job Description
Join our US Private Bank Account Transfers Team to manage asset transfers and account closures. Leverage your expertise in banking operations to ensure precision and compliance. Be part of a team where your skills in communication and analysis drive success.
Job Summary
As a Trade Lifecycle - Operations Analyst in our US Private Bank Account Transfers Team, you will leverage your expertise in banking operations to manage asset transfers and account closures. Your strong analytical skills, attention to detail, and effective communication will be key in supporting asset transfers, managing pre-execution risks, and coordinating with custodians. This role provides an opportunity to be part of a team where your skills in communication and analysis promote success
Job Responsibilities
- Verify and execute trades and cash instructions.
- Review and action daily break and control reports.
- Complete cancellation and correction requests promptly.
- Respond to inquiries from Front Office and brokers.
- Follow up on failed trades with custodians.
- Check pre-matched and settled deals reports.
- Coordinate with cash management and Middle Office.
- Review business metrics like KPI and error logs.
- Ensure compliance with risk and control regulations.
- Monitor and chase queries for timely completion.
- Deliver solutions aligned with firm priorities.
Required Qualifications, Capabilities, and Skills:
- Hold a graduate degree - BCom
- Demonstrate knowledge of asset transfers and ACATS.
- Exhibit proficiency in Microsoft Office.
- Possess investment banking operations experience.
- Communicate effectively with stakeholders.
- Analyze and prioritize tasks under pressure.
- Collaborate effectively within a team.
Preferred Qualifications, Capabilities, and Skills:
- Hold a postgraduate degree (MBA in Finance desired).
- Demonstrate private banking operations experience.
- Adapt to and manage change effectively.
- Build relationships with diverse groups.
- Exhibit strong leadership and decision-making skills.
- Communicate effectively in English.
- Work effectively across geographies.
About Us
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 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.
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.
