Trading Services Associate

Job Description
Join our dynamic Portfolio Solutions & Research Support Team and play a key role in supporting the investment process for Wealth Management. Collaborate with top professionals across asset classes and drive operational excellence in a fast-paced environment. Be part of a team that values accuracy, innovation, and strategic impact.
Job Summary
As an Operations Analyst within the Portfolio Solutions & Research Support Team, you ensure the accuracy and integrity of investment data and systems. You oversee operational processes, reconcile positions, and support portfolio requests to facilitate seamless investment management. Your role involves partnering with cross-functional teams to resolve issues and deliver high-quality results.
Job Responsibilities

• Oversee data environment and system readiness of middle office systems.
• Ensure data integrity through ongoing validation tests.
• Reconcile positions, transactions, and indicative data across systems.
• Enter client portfolio requests into workflow tools.
• Escalate operational incidents early and conduct root cause analysis.
• Deliver consistent results while managing multiple tasks independently.
• Adapt to changing environments and implement new processes efficiently.
• Run, prepare, and distribute MIS reports of business and operational data.
• Partner with middle office, operations, and technology teams to resolve issues.
• Manage deliverables while servicing ad hoc queries and requests.
• Document and improve operational processes for enhanced efficiency

Required qualifications, capabilities, and skills

• Demonstrate strong academic background with minimum 4 years of relevant industry experience.
• Apply process automation skills using Python, Alteryx, SQL, and VBA.
• Communicate complex issues clearly and effectively.
• Prioritize tasks with a strong sense of urgency and execution.
• Drive process changes and efficiencies in a growing business area.
• Understand investment products with a control-oriented mindset.
• Interpret results from internal clients and proactively prevent issues

Preferred qualifications, capabilities, and skills

• Exhibit ability to work independently and seek guidance when needed.
• Deliver high-quality results under pressure and strict deadlines.
• Collaborate effectively with cross-functional teams.
• Adapt quickly to new processes and changing environments.
• Manage multiple tasks as part of a small, high-impact team.
• Produce and analyze MIS reports for business insights.
• Escalate and resolve operational incidents with thorough follow-through.

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.