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Trading Services Analyst

JP Morgan

5 - 10 years

Bengaluru

Posted: 06/09/2025

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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 Trading Services Associate 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 2 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 Company

JP Morgan Chase & Co. is one of the world's largest and most prestigious financial institutions, headquartered in New York City. It operates in over 100 countries, providing a wide range of financial services including investment banking, asset management, commercial banking, and wealth management.The company serves corporations, governments, institutions, and individual clients, offering expertise in areas such as mergers and acquisitions (M&A), securities trading, and credit management. Known for its global reach and financial strength, JP Morgan is a leader in innovation and sustainability within the banking industry.

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