Job added in hotlist
Applied job
Contract job
Recruiter job
Employer job
Expanded search
Apply online not available
View more jobs in New York City, NY
View more jobs in New York

Job Details

Wealth Management Investment Product Middle Office NY Equity Trade Support VP - Military veterans preferred

Company name
JPMorgan Chase & Co,

New York City, NY

Apply for this job

15 hit(s)  


Firm Introduction: 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.
Description: The Equity (\u201cEQ\u201d) Trade Support Associate is responsible for a variety of functions, overseeing the Equity Derivative, Equity Structuring, and Cash Equity trading businesses. This covers multiple markets and products including OTC equity derivatives, structured notes, cash equities, and exchange traded derivatives. \u00a0This role will focus on new product implementation, trade flow management, platform support, T 0 trade support, street / client side settlement, and resolution of complex ad hoc issues. The individual will also be responsible for ensuring proper controls are in place across daily tasks and functions and potential or new risks are identified and documented within the Investment Products Middle Office risk and control framework. In addition, the individual will be expected to drive efficiency initiatives in daily operations, and define the operational model for new business initiatives and strategic business / regulatory agendas. These responsibilities entail working closely with the Front Office, Core Operations, Technology, Legal, Risk, Compliance, and other areas of the firm, both regionally and globally. \u00a0Responsibilities

Coordinate with different functional areas \u00a0including Technology, Front Office Product Desks, Supervisory Management, Compliance, and Settlements to implement process, system, and product changes

Act as middle office stakeholder for business, control, and regulatory implementation agendas

Provide Investor, Financial Advisor, and Client Service support to resolve ad hoc queries pertaining to order submission, order routing, order execution management

Monitor order/trade break and fail management reconciliation\u00a0 reports to reduce business risk

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

Coordinate with investment technology to escalate daily defect management and support of strategic trading application enhancements

Consistent focus on improving functional efficiency and control of daily tasks

Compile and assist with developing MIS data for \u00a0regular management reporting

Document procedures and process flows, and ensure they are kept accurate

Assist in developing and reviewing documented test plans, and coordination of test scenarios

Assist in the development of training materials


Analytical Skills: must be highly analytical with experience using objective data to drive strategic recommendations

Problem Solving Skills: candidate must be able to identify, understand, and address operational and technical issues

Strong communication and presentation skills, both written and verbal. A key aspect of this is the ability to clearly articulate issues and influence resolution

Ability to multitask and to work under pressure, prioritizing duties according to risk

Ability to face off to demanding stakeholders, managing their expectations while developing strong working relationships with them

A self-motivated individual who is able to deliver with minimal supervision while working effectively as part of a team

Previous experience in the Financial Services industry, ideally with specialization in Equity Derivative and/ or Cash Equities products or trade support

Previous experience with regulatory influences (e.g. FINRA and SEC)

Knowledge of clearing, settlements, asset services, and transaction lifecycles

Bachelor degree required (Degree in Finance or Economics preferred)

Work Experience: 4-8 years broker dealer or wealth management experience

Series 99 (Series 7 / 63 a plus)

Strong Excel skills; VBA macros a plus

See Job Description

Company info

JPMorgan Chase & Co,
Website :

Company Profile
JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today: JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today:

Similar Jobs:
Underwriter- Verification Specialist
location New York City, NY
Liberty Lending is an unsecured consumer lending platform that provides amortizing fixed-rate loans to deserving borrowers. Liberty Lending is a partner of National Debt Relief (“NDR”), one of the largest debt settlement companies...
Manager, Finance
location Allendale, NJ
Job Title Manager, Finance Group Orthopaedics Division Spine Business Unit FIN Business Function Finance Country United States State/Province NJ City Allendale Employment Category Full Time Percent Travel Required Up to 10% Shift ...
Sr. FP&A Analyst
location Montvale, NJ
\n\nJob Description\nCompany SummaryBenjamin Moore is proud to be a part of Berkshire Hathaway, which was recognized by Fortune magazine as the world's third most admired company. And for more than 130 years we've been a respected...
EmploymentCrossing provides an excellent service. I have recommended the website to many people..
Laurie H - Dallas, TX
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
TradingCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
TradingCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2018 TradingCrossing - All rights reserved. 169