As an Operations Specialist, monitor outsourced functions, identify trading discrepancies, respond to queries, manage KPIs, and collaborate across teams to ensure operational integrity.
Job Description
Join J.P. Morgan, a global leader in financial services, and be part of a dynamic team driving operational excellence.
Work with top-tier professionals in a collaborative environment supporting asset management operations.
Advance your career while contributing to critical business processes and client success.
Job Summary:
As an Operations Specialist within Asset Management Middle Office Operations, you ensure seamless monitoring of outsourced functions.
You proactively identify and resolve issues impacting trading balances and support key operational processes.
You collaborate across teams to deliver high-quality service and maintain operational integrity.
Job Responsibilities:
Required Qualifications, Capabilities and Skills:
Preferred Qualifications, Capabilities and Skills:
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.
Join J.P. Morgan, a global leader in financial services, and be part of a dynamic team driving operational excellence.
Work with top-tier professionals in a collaborative environment supporting asset management operations.
Advance your career while contributing to critical business processes and client success.
Job Summary:
As an Operations Specialist within Asset Management Middle Office Operations, you ensure seamless monitoring of outsourced functions.
You proactively identify and resolve issues impacting trading balances and support key operational processes.
You collaborate across teams to deliver high-quality service and maintain operational integrity.
Job Responsibilities:
- Monitor outsourced middle office and operations functions.
- Identify and escalate issues affecting front office positions.
- Notify Portfolio Managers of trading balance discrepancies.
- Respond promptly to queries on account transitions and onboarding.
- Input proxy votes on vendor portals per Portfolio Manager direction.
- Understand and process various financial products.
- Manage mailbox and address operational requests efficiently.
- Report daily KPIs and metrics with accuracy.
- Collaborate with cross-functional and geographical teams.
- Ensure compliance with asset management and accounting principles.
- Adapt to US/EMEA working hours as required.
Required Qualifications, Capabilities and Skills:
- Demonstrate strong academic background with minimum 4 years of relevant experience.
- Communicate fluently in English, both verbal and written.
- Exhibit high attention to detail and professionalism.
- Work independently and proactively seek guidance when needed.
- Build effective relationships with peers and managers.
- Organize tasks efficiently and meet tight deadlines.
- Report KPIs and metrics with precision.
Preferred Qualifications, Capabilities and Skills:
- Apply knowledge of investment products and securities markets.
- Utilize advanced MS Office skills, ideally to macro level.
- Manage risk awareness in client-focused operations.
- Handle reconciliation, trades, corporate actions, and proxy voting.
- Partner effectively with LOB and functional teams.
- Demonstrate initiative and positive outlook in challenging situations.
- Leverage experience with market data providers.
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.
Top Skills
MS Office
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