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Wealth Management - Investment Middle Office - Investor Support - Associate

Req #: 170111808
Location: London, ENG, UK
Job Category: Operations
Job Description:

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries.  It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.


The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment.  It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.


Our Team


The Investments Support Group is part of our broader Operations Department. It is the main point of contact for Investors and Managed Solutions teams for operational activities across all products for the International Private Bank. This team is responsible for supporting the business in various locations for EMEA, ASIA and LATAM. A close coordination with the US Private Bank team is also required to make the support global. The team is located in Geneva, London, Edinburgh, Mumbai, Singapore and Hong Kong


The group has five primary functions.

  • Supporting the investment teams and resolving all trading issues that occur.
  • Project management, requirement review and prioritization, operating model definition, testing and production release of any technical changes to applications used by investment teams.
  • Manage the implementation of technical changes through investor training and expedient resolution of any post release issues.
  • Centralized management of entitlements, which can be modified resulting from business changes, or require access gatekeeping for audit and control reasons.
  • Business analytics function to support investment teams with data analytics.


The Role


The principal objective of the team is to provide dedicated and centralized support to the investment teams encompassing the below but not restricted to:


  • Understanding product flows and resolving any issues related to trades on mutual funds, hedge funds, private equity, core products (FX, loans, deposits, equities, fixed income), listed options, securitised derivatives and OTC derivatives.

  • Daily contact with investment professionals, technology, internal clients, and other support functions throughout the world.

  • Analysis of Investor queries to improve the support model

  • Investor training coordination and delivery

  • Review and testing of any technical changes to applications used by investment teams

  • Participation/Lead in strategic projects


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.


The teams’ role is very broad and will change significantly in the coming years. The candidate must have the ability to drive the strategic objective and communicate appropriately. In addition they must demonstrate an exceptional capacity to exercise good judgement under pressure.




The candidate should have relevant middle office / trade support experience in one or several of the above mentioned products within a 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
  • Develop and maintain strong relationships
  • Operational mindset with good analytical skills and understanding of process flows.
  • Capable of analyzing processes to find opportunities for improvement to avoid trading risk and improve efficiency.
  • Highly disciplined, a self starter, and have the ability to execute on assignments independently.
  • Ability to multi-task and work well under pressure to meet deadlines.
  • Strong capacity for operating in a flexible, dynamic environment where creative and strategic thinking is required.
  • Good communication skills and ability to manage various stakeholders.

  • Strong organizational and prioritization skills

  • Maintain strong relationships
  • High level of integrity.


Previous experience in middle office, operating model development, process re-engineering and data analysis and/or consulting.



JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package.


JPMorgan Chase & Co. is an Equal Opportunity Employer.



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