JP Morgan Chase - Associate - Trading Services

55ip is looking for a hands-on Trade Ops Associate, to help and manage its Business Operations and Advisor/Enterprise relations.

Responsibilities:

- Manages all functions related to SMA operations and serves as a primary liaison and client service team.

- Supports the manager in the daily management of the business.

- Onboard new SMA/RIA Advisors in collaboration with client servicing team in US.

- Complete daily and month end related tasks. -

- Provide feedback for process improvements.

- Develop and implement trade generation procedures. - SOP's

- Help design and implement quality control measures to mitigate risks.

- Manage and track custom request by clients

- Handling ad-hoc request for reporting and trade request.

- Manage issue logs for all technical issues faced during trade generation and track for timely resolutions.

Skills & Experience:

- More than 7-10 years of experience in Hedge Fund Operation, Wealth Management or SMA Financial Operations. Good understanding of financial products and their market relevance.

- Bachelor's Degree or Master's in Finance. CFA/CPA degree would be an addon advantage.

- Knowledge of P&L Reconciliation and accounting.

- Understanding of the front to end execution of Trade cycle.

- Ability to interact with offshore offices independently.

- Interface with Operations on trade booking, fail management, exception processing, and ad hoc queries.

- Contribute to/create material to be used for discussions, presentations, and training.

- Excellent Communication Skills and Good excel proficiency.

Analytical skills: The candidate must be highly analytical with experience in using objective data to drive strategic recommendations. Experience of collecting, analysing, and synthesizing large data and complex data sets using commonly available tools (e.g., Excel, Access) is essential.

Flexibility - The scope of the role is limited only by the capacity of the individual to add value. Flexibility of thought and a willingness to engage in a wide range of issues at all levels of detail will be vital.

- Strong communication & interpersonal skills and ability to explain protocol and processes to the team.

Compensation: Competitive and commensurate to experience + discretionary annual bonus.

About 55ip: 55ip, a fully owned subsidiary of J.P Morgan Chase & Co., is an investment strategy engine that provides partner firms (financial advisors and wealth managers) the capabilities to build intelligent, custom models for their clients on white labeled software. 55ip's proprietary investment science addresses the three most common frictions that get in the way of client outcomes - taxes, high fees, extreme losses, while automating the entire investment management process so advisors save time to focus on growing and scaling their practices. 55ip's offices are in Boston, and Mumbai. More information is available at https://www.55-ip.com

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.

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.

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