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AM, JPMS Middle Office - NY Branch Operations Specialist (New York, NY)

Job Description

About JP Morgan Asset Management
J.P. Morgan Asset 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.

Our Business
J.P. Morgan Securities brings together the strengths of the global J.P. Morgan family as well as best-in-class external resources to help meet the financial goals of our Clients. Our small size and broad scope allow us to customize solutions tailored to Clients’ specific needs.

Job Description

The New York Branch Operations Specialist assists in all middle office operations as it relates to the Financial Advisor (FA) teams in the New York Office. This role, reporting into and supporting the NY Branch Operations Manager, includes responsibility for the following:
• Support Financial Advisor and new client on-boarding processes
• Assist with issue resolution for any complications/problems that may arise
• Coordination of client data and account information between clients and brokers
• Assist with Operational processing functions (ie. Trade ticket review, cashiering responsibilities)
• Participate in and take ownership for projects
• Be able to work independently, but keep manager informed of progress / issues. 

Qualifications:
• 3+ years of Operations experience
• Experience working with various product groups
• Understanding of Brokerage Business
• Experience interfacing with Trading desks, operational teams and Financial Advisors
• Experience with trading operations and/or systems
• Ability to work in a high-pressure environment with tight deadlines
• Must have a control-oriented mindset
• Ability to multi-task and strong attention to detail
• Excellent interpersonal and communication skills
• Must be a team player.
• Must have strong excel skills
• Undergraduate degree required
• Series 7 preferred
Req #: 160047321
Location: New York, NY US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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