Support the implementation of new business for the TPC support team, coordinating client setups and acting as SME for TPC accounts, resolving issues.
Job Description
This is an exciting opportunity to join the Third Party Custody (TPC) Support team within Operations Service & Solutions (OSS), for experienced and high-performing candidates looking to further develop their career within the Private Banking Operations space.
As a Trade Support Analyst within the Third Party Custody (TPC) Support team you will support the implementation of new business and provide ongoing support and oversight to the business and operations for trading, settlements, asset servicing, reconciliations and fees for the Platform, as well as acting as SME for any strategic initiatives impacting TPC accounts. In this role you will act as a first point of contact for internal and external stakeholders of all levels, including Bankers, Investors, Management Companies, Custodians and all Operations teams supporting the TPC platform, to provide subject matter expertise platform capabilities and requirements for new client or product onboardings, owning the coordination and implementation of new TPC accounts and Custodian relationships, and help to resolve or escalate any issues.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
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.
This is an exciting opportunity to join the Third Party Custody (TPC) Support team within Operations Service & Solutions (OSS), for experienced and high-performing candidates looking to further develop their career within the Private Banking Operations space.
As a Trade Support Analyst within the Third Party Custody (TPC) Support team you will support the implementation of new business and provide ongoing support and oversight to the business and operations for trading, settlements, asset servicing, reconciliations and fees for the Platform, as well as acting as SME for any strategic initiatives impacting TPC accounts. In this role you will act as a first point of contact for internal and external stakeholders of all levels, including Bankers, Investors, Management Companies, Custodians and all Operations teams supporting the TPC platform, to provide subject matter expertise platform capabilities and requirements for new client or product onboardings, owning the coordination and implementation of new TPC accounts and Custodian relationships, and help to resolve or escalate any issues.
Job responsibilities
- Prepares operational compatibility analysis and is ongoing point of contact for external custodian banks
- Coordinates new client implementation setups and existing client portfolio expansions
- Acts as escalation contact for internal and external stakeholders
- Leads and advises on tactical upgrades to the TPC platform's operational flows
- Acts as product SME to the strategic growth initiative of the TPC offering
- Presents key business metrics to internal senior stakeholders
Required qualifications, capabilities, and skills
- Experience in a Middle Office/Trade Support/Client Service function with relevant experience with a reputable bank, fund administrator or financial Institution
- Highly motivated and proactive self-starter
- Team player with excellent communication skills, ability to work in collaboration with and build strong rapport with senior stakeholders both internally and externally
- Shows strong ownership with ability to operate in flexible, dynamic environment where creative and strategic thinking are required in driving solutions, initiatives and projects
- Possesses strong organisational skills, ability to work under pressure, ability to prioritise and adhere to deadlines to meet stakeholder expectations
- Has a strong risk and controls focus, ability to analyse processes and ensure suitable level of controls are in place
- Data analysis skills with strong knowledge of MS Excel and PowerPoint
Preferred qualifications, capabilities, and skills
- Experience with Python, Signavio, Alteryx, Tableau
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.
Top Skills
Alteryx
Excel
PowerPoint
Python
Signavio
Tableau
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