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Investment Support Specialist - Edinburgh

Job Description

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Commercial Banking, Consumer and Community Banking, Corporate and Investment Banking.


The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.  JPMorgan Private Bank was recognized in 2015 by Euromoney as the world’s best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.


J.P. Morgan International Bank Limited (JPMIB) is the primary entity which is used to provide private banking services to ultra high net worth (UHNW) and high net worth (HNW) individuals in the EMEA region, excluding Switzerland. It is also the entity which provides banking, trading, and brokerage and custody services to clients of the Global Wealth Management (GWM) in Asia. JPMIB is a UK bank and is regulated by the PRA and FCA; it operates out of its UK head office with branches in Brussels, Frankfurt, Madrid and Milan. 


Operations Overview


Operations are uniquely positioned at the heart of what we do. We impact the business we undertake from end to end - involved in almost all major steps of the transaction lifecycle as well as new initiatives (products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is about maintaining the efficient processes our people rely on every day to do first-class business. We constantly strive to achieve the improvement that makes the firm one of the most respected financial institutions in the world.


Operations teams are aligned to either products (Bonds, Equities, Foreign Exchange, Loans & Deposits, Alternatives, Derivatives and Mutual Funds) or processes (Income, Corporate Actions, Asset Transfers, Tax, Client Reporting and Data Management).


Edinburgh has been targeted to become a new strategic operating centre to help support our global business in partnership with existing locations and grow our footprint in the UK.


We are offering you an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area working on complex products and processes.


Key Responsibilities:

The Investments Support team is responsible for managing the day to day operations and functions to support the Portfolio Managers (PM) and Investment Advisors. They will refer to this team to understand product flows and seek resolution of any issues related to trades on the following asset classes: Mutual Funds, Hedge Funds, Private Equity, Fixed Income, Equity, FX, Listed Options, Securitised Derivatives and OTC Derivatives. The team is also responsible for the review and testing of any technical changes to applications used by Investment teams.

In addition to the variety of tasks performed to support each product strong emphasis is also placed on the ability to prioritize tasks and communicate efficiently with key partners.

Day to day activities may include:

  • Supervise daily PM support activities from post-portfolio trading to settlement activities such as trade booking, trade confirmation, cash and position reconciliation
  • On-board all approved new underlying investments across the platform e.g. Mutual Funds, Alternative UCITS and Structured Products; monitor and alert the PM of all upcoming portfolio investment related events such as underlying investment deadline notifications, hedging contract maturities, etc.
  • Proactively identify and implement changes required to the PM function
  • Monitor and oversee the execution of tasks carried out by internal or external support groups through Key Performance Indicators and Management Information Systems

What do we look for?

The candidate should have relevant trade support experience in one or several of the above mentioned products, in a reputable bank, fund administrator or financial institution and now looking to take on a new challenge in a growing, fast paced and ever changing environment. Candidates should in addition have the following attributes:

  • Leadership skills and strategic thinking
  • Must be highly disciplined, a self starter, and have the ability to execute on assignments independently
  • Adaptability to learn new tasks and demonstrate a willingness to understand the details of a process
  • Strong capacity for operating in a flexible, dynamic environment where creative and strategic thinking is required
  • Ability to multi-task and work well under pressure to meet deadlines
  • Strong organizational and prioritization skills
  • High level of integrity


Req #: 160014519
Location: Edinburgh, SCT GB
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: Pound Sterling (GBP)

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