Wealth Management - Investment Product Middle Office - Associate

- JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing and asset management.

- It began operations in the Philippines in 1961 with a representative office. Since then, the firm has expanded its presence into a fully integrated franchise, comprising Investment Banking, Treasury and Securities Services, Equity Sales and Research as well as foreign exchange and fixed income trading operations. JPMorgan Chase & Co. has a number of legal entities operating in the country, including the Manila Branch of the bank, which has a commercial banking license as well as a derivatives license, and a securities company with a seat on the Philippine Stock Exchange.

- JPMorgan Chase & Co. launched its Global Service Center in Manila in 2005 and in Cebu in 2010, to provide a wide variety of strategic support including analytics, finance and accounting voice-based services, transaction processing and other functions to its affiliates around the world .

- Information about JPMorgan Chase & Co. is available at http://www.jpmorganchase.com/

- J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, 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 Investment Products Middle Office team supports the JPM GWM Investor Community - Bankers, Investors, Financial Advisors, Client Service, and Marketing teams by servicing the brokerage product trade flows and operations their clients invest in. The team also provides support for various functions across the GWM Middle Office, JPMS and to operations teams as well as the International Private Bank.

- The Trade Support Associate is responsible for various processes within the life cycle of a securities trade. The Trade Support Associate will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Supervisory Management, Trading Desks, Client Service, and Operations. 

- The space has a high degree of complexity and risk with market presence in over 40 countries with varying rules/requirements that make every transaction critical due to the potential financial exposure. The successful candidate will be required to quickly learn, understand and support as needed, the functions and services provided by the middle office team.

Core Responsibilities:

- Timely and accurate execution, validation, and verification of all trade instructions received by internal partners

- Support of multiple security types (e.g. equities, fixed income, listed options, foreign exchange) for both Domestic and International markets

- Review, Monitor and Action against daily fail reports and daily break items

- Process and assure completeness of cancellation and correction requests

- Prioritize workloads with daily and hourly deadlines

- Respond promptly and accurately to front office, trade desk, operations and client service requests

- Produce high quality performance and accuracy to best meet our client's needs and expectations

- Ensure adherence to all service level commitments, process controls, and escalation policies

- Work closely with teammates to maximize efficiency

- Proactively focus on issues and adjust rapidly to changes in the team, the market, or Wealth Mgmt to deliver sound recommendations for process improvement

- Assist and or lead projects within the team

- Participate in Wealth Mgmt initiatives (e.g. systems conversions)

JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/Disability/Veteran

Internal Qualifications :

All application requirements (including updated resume) should be posted, submitted and completed in the JobConnect tool. Must meet the following minimum IJP Requirements:

TENURE : At least 12 months in current job and process.

PERFORMANCE : Satisfactory or a rating of "Meets Expectations" or higher on most recent annual performance review

CORRECTIVE ACTION : Not within or under the prescriptive period for suspension.

PERFORMANCE IMPROVEMENT PLAN : Not in any Performance Improvement Plan (PIP).

Required Experience/Skills:

- Ability to work in, and manage work loads in high pressure and deadline driven situations

- Strong analytical and problem solving skills to assist in resolving issues and complex inquiries

- Outstanding professional communication and interpersonal skills

- Strong attention to detail, quality, and accuracy

- College degree or equivalent financial services/banking industry experience

- Experience in workflow analysis and documentation

Preferred Experience/Skills:

- Series 7 and 63 licenses

- Knowledge of securities industry and back office operations (e.g. options, equities, fixed income, physicals, custody services, etc.)

- Microsoft Suite of applications proficiency

- Ability to analyze a process and recommend ways to improve quality, control, and efficiency

If you are interested in this opportunity, please discuss with your immediate manager before applying. Please be certain that you meet the requirements and qualifications described above. As with any job posting, eligibility also requires that you do not have any active corrective action.

JPMorgan Chase & Co., 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.

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