Wealth Management Operations - Middle Office Support - Associate
Job Description
Are you looking for an exciting opportunity to join a dynamic team in a fast paced and challenging area? This is a unique opportunity for you to join the Wealth Management Operations Middle Office team!
As a Middle Office Support Associate within Wealth Management Operations, you will represent Operations and collaborate with our front office partners in meeting the needs of our clients. You are also required to continuously improve the processes and controls through effective partnership with front office, control partners and other operation teams to enable the bank to scale in a controlled manner.
Job responsibilities:
- Support the business on all operational matters and resolve it by partnering with the right
- Take ownership of the issues and exceptions and bring them to a logical conclusion.
- Ensure controls are executed in a timely and accurate manner.
- Use metrics to measure the performance of service providers.
- Analyze data and trends to identify process weakness and gaps in controls.
- Drive process improvement / automation initiatives and efficiency opportunities with the respective Ops teams.
- Identify opportunities to automate process via Intelligent Automation tools.
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Required qualifications, capabilities, and skills:
- At least 5 years of working experience and 2 years of operations experience with knowledge across product and process within Private Bank
- Minimum of a Bachelor's degree in Banking and Finance or other relevant disciplines
- Must be highly disciplined, a self-starter, and can execute on assignments independently
- Strong ownership with ability to operate in a flexible, dynamic environment where creative and strategic thinking are also required in driving solution, initiatives, and projects
- Excellent analytical and problem-solving skills, with the ability to identify and resolve complex operational issues
- Strong interpersonal and communication skills, with the ability to build and maintain relationships with internal and external stakeholders (partnership mindset)
- Ability to work in a fast-paced environment and manage multiple priorities simultaneously
Preferred qualifications, capabilities, and skills
- Knowledge of Temenos will be an added advantage.
- Knowledge of Tableau and Alteryx CORE certification is a plus.
- Client facing experience is desirable.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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Date Posted
02/08/2025
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