Trading Services Associate

JPMorgan Chase & Co. • New York, NY

1d

About The Position

Wealth Management’s Portfolio Solutions & Research Support (PSRS) team operates
as a middle office function supporting research and investment processes for
strategies managed by the Multi‑Asset Solutions team across fixed income,
equity, alternatives, index strategies, and currency. PSRS ensures the accuracy
of research inputs, investment decision making, and trade‑flow processes across
front and middle‑office systems.

As a Portfolio Solutions & Research Support Associate on the Wealth Management
team, you will oversee risk and control routines, business analysis, reporting,
and strategic projects, partnering closely with Advisors, Portfolio Managers,
Product Specialists, Compliance, Fund Administrators, and Technology.
You
will focus on automation of front office tools and processes that have been
developed by Portfolio Managers, Risk and Trade Implementation Teams. The role
requires a strong understanding of investment products, risk concepts, and
investment terminology, along with technical skills to drive process automation.

Requirements

• Excellent communication skills; ability to articulate complex issues.
• Process automation skills, intermediate to expert level coding skills including Python, SQL, VBA.
• Strong sense of prioritization, urgency and execution.
• Desire to drive process changes and efficiencies in a growing business area.
• Strong understanding of investment products.
• Ability to build partnerships with Business and Technology stakeholders.

Nice To Haves

• Scripting Languages (Python / SQL / MS Access).
• Experience with intelligent automation tools (e.g., Alteryx, Xceptor, Signavio).
• Data visualization experience (e.g., Tableau, Streamlit).
• CFA candidate or relevant progress in professional investment certifications.

Responsibilities

• Execute daily trading operations efficiently, ensuring timely and accurate trade execution while collaborating with traders and team members to resolve discrepancies.
• Monitor and reconcile trading accounts to maintain accuracy, driving the development and implementation of process improvements for enhanced operational efficiency.
• Prepare and analyze trading reports for management review, actively participating in team meetings and contributing to strategic discussions.
• Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.
• Manage ad-hoc projects and tasks as assigned, demonstrating adaptability and a proactive approach to addressing emerging needs.

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees