Corporate & Investment Banking - Trade Operations Associate jobs at Jpmorgan in China, Shanghai

Job Responsibilities:

1. Financial Planning & Analysis (FP&A):

• Lead the annual budgeting, quarterly forecasting, and long-term financial planning processes for the Technology organization.
• Perform in-depth variance analysis of actual financial performance vs. budget/forecast, identifying key drivers, risks, and opportunities.
• Prepare clear, concise, and insightful monthly/quarterly financial reports and analyses (P&L, CapEx, OpEx, Headcount costs) for Technology leadership.
• Develop and maintain key financial metrics (KPIs) to measure the financial health and efficiency of the Technology function (e.g., unit cost, cost savings rate, ROI).

2. Technology Cost Management & Optimization:

• Develop a deep understanding of technology cost structures (cloud costs, infrastructure, software licenses, labor, outsourcing) and conduct cost driver analysis.
• Identify cost savings and efficiency opportunities, and drive initiatives to realization (e.g., cloud resource optimization, vendor negotiations, process improvements).
• Implement and evangelize Cloud Financial Management (FinOps) best practices.
• Manage the Technology Capital Expenditure (CapEx) and Operational Expenditure (OpEx) processes.

3. Business Management & Operational Support:

• Partner closely with Technology leadership to understand business goals, strategic priorities, and operational challenges.
• Provide business management support, including resource planning (headcount & non-labor), project portfolio management assistance, and operational metrics tracking.
• Develop and maintain key business performance indicators (OKRs/KPIs) to measure the business value and outcomes of technology initiatives.
• Support Technology governance processes (e.g., Investment Review Boards, Budget Reviews).

4. Communication:

• Act as the primary liaison between Technology and Finance, Procurement, and other business units.
• Effectively communicate complex financial and business information to technical and non-technical stakeholders, including senior management.
• Build and maintain strong collaborative relationships with Technology team leads.

5. Process Improvement

• Continuously improve financial and business management processes, templates, and tools to enhance efficiency and accuracy.
• Utilize and potentially administer financial systems (e.g., ERP - SAP/Oracle, Hyperion, Anaplan), BI tools (e.g., Tableau, Power BI), and project management tools.

Required qualifications, capabilities, and skills:

• Full-time bachelor degree or above in computer-related majors, second major in Finance related will be strong plus
• 3 years of experience in Financial Planning & Analysis (FP&A), Business Management, Management Consulting, or a related field
• Experience working in large, complex organizations is highly desirable.
• Advanced proficiency in Excel; ability to build complex financial models and analyze large datasets.
• Deep understanding of technology cost drivers (cloud cost models, infrastructure, software licensing, labor).
• Business Acumen: Ability to understand business strategy, operating models, and link financial data to business outcomes.
• Excellent English Proficiency (Both Oral and Written) and good communication skills
• Strong analytical and critical thinking skills; ability to identify issues, analyze root causes, and propose actionable solutions.
• High degree of precision in handling financial data and reporting.
• Ability to effectively manage multiple priorities and deliver high-quality results on time.
• Excellent teamwork and cross-functional collaboration skills.
• Proficiency with financial systems (SAP, Oracle, Hyperion, Anaplan, etc.) and BI/Data Visualization tools (Tableau, Power BI, etc.).
• Knowledge of project management methodologies (Agile, Waterfall).
• Relevant professional certifications (CPA, CFA, PMP).
• SQL or other data manipulation skills.

The Middle Office will be responsible for managing the Front Office relationship for business requests in KYC Onboarding, Remediation and Renewals. The position will be required to facilitate the end to end client onboarding process, ensuring all due diligence documentation is sourced and delivered to the Wholesale Client Onboarding team to incorporate into the KYC platform.

Key Responsibilities

• Manage new business requests received from the Front Office and facilitate the KYC process end to end

• Act as an SME and Due Diligence expert to guide clients through the KYC requirements and variation of documents which may fulfil due diligence requirements

• Conduct in-depth analysis on the ownership structure of the client on publicly available sources (not limited to company registries) or client documentation, and seek additional confirmation or approvals as required

• Work closely with the Front Oce and potentially direct with clients as required, to obtain all necessary supporting evidence to full KYC due diligence

• Follow up with Client Onboarding teams to ensure onboarding is completed within agreed timeframes

• Liaise regularly with the business to conduct workload planning, review status of key onboardings and prioritize open requests

• Frequently interact with key stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information flow across the groups

• Assist Relationship Managers with overnight screening, client exits and any other KYC related tasks as required

• Manage personal workload and priority items and ensure timely escalation of key risks/issues to management

• Keep informed of any changes to processes and procedures, regulatory change and ensure open verbal dialogue with colleagues across the region

• Identify and execute process improvements, provide guidance and support on key process and technology initiatives to the business

Skills Required

• A working knowledge of KYC/Compliance/AML procedures and standards

• Knowledge of multiple client types (i.e. Corporates, SPV, Trust, F.I.’s. etc.)

• Knowledge of financial industry with in-depth expertise in various lines of business (Corporate Investment Bank and heritage lines of business)

• Strong verbal and written communication skills

• Strong time management, organizational, relationship building skills

• Quality client focus, strong controls mind-set and strong customer service skills(e.g. oral and written communication skills)

• Prior experience of adhering to controls and compliance standards

• Ability to grasp/learn concepts and procedures quickly

Qualification & Experience

• Knowledge of KYC & Client onboarding is preferred with at least 2-4 years experience (Audit, Control, Risk, AML, and Research may also be areas of experience)

• B.S. Degree or equivalent

• AWS Practitioner and Google Cloud certifications are highly desirable
• Knowledge of federated trust models for identity and security with hybrid + public cloud infrastructure (AWS, Azure, GCP)
• Knowledge of the financial services industry and their IT systems

Job Summary

As an Associate in Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and commitment to success.

Roles and responsibilities

• Responsible for the assessment and control of deal execution quality throughout deal life cycle
• Advise deal execution teams on technical and execution issues
• Review working papers to ensure completeness and compliance with the regulatory requirements before submission
• Support the development and maintenance of investment banking policies and procedures

Qualification:

• Fluency in written and spoken Chinese and English
• Attainment of all necessary CSRC licenses (or any other licenses / qualifications as required) for carrying out securities and other regulated activities
• Bachelor degree or above
• At least 5 years working experience in a reputational investment banking company or an accounting firm
• At least 3 years of experience in a quality control function with diverse product review exposure
• Sponsor principal qualified/CPA (or equivalent certificate) /legal background a plus

Job Responsibilities:

Security Operation

• Protect the company's assets relative to theft, assault, and other safety issues and prevent losses and damage by reporting irregularities, informing violators of policy and procedures; restraining trespassers
• Security system management including regular check, maintenance and trouble shooting
• Provide excellent security assistance/support to stakeholders
• Adhere to all company operating standards and implement
• Remain in compliance with local regulations
• Assist country security manager on project management, daily security operation, regulatory inspection, guarding management, emergency response and incident investigations etc.

Pre-Employment Screening

• Research and analyze the background of potential and existing hires. Communicate and explain any discrepancies that are found in the course of verification to the respective requestors.
• Prepare reports concerning investigations, security needs and recommendations.
• To assist in invoice processing and submission, generating monthly metrics or whenever required.
• To be actively involved in vendor management and working with vendors to expedite screening results.
• Handle time sensitive queries from different Line of Businesses and resolve issues.

Required qualifications, capabilities, and skills

• Bachelor’s degree, or equivalent job experience
• Requires at least 5-8 years of experience in security operation (Financial Industry preferred). Familiar with physical and technical security standard concepts, practices and procedures.
• Strong oral and written communication skills (English) to deal with internal client’s requests, questions and issues.
• Capability to work under pressure and following complex instructions
• Fund of knowledge of security system (Access control, CCTV) and local police bureau security requirement
• Strong interpersonal skills
• Capability to manage multiple tasks
• Computer skills–Microsoft Suite (Excel, Word, PowerPoint, Teams).
• Able to co-ordinate with external vendors on the verification of background checks on all potential & existing hires and able to liaise with internal clients (HR, LOBs) in obtaining information, and resolving discrepancies found from these background checks.
• Experience 4 years and above. OR Candidates with 2-3 years of previous work experience in Background Screening will be highly preferred.

As a Technical Project Manager II in CIB, you will play a pivotal role in leading complex technology projects and programs that drive business goals and enhance the firm's technological capabilities. You will leverage your broad knowledge of technical principles and practices to develop innovative solutions, while effectively managing resources, budgets, and cross-functional teams. Your analytical reasoning and adaptability skills will enable you to navigate through ambiguity and embrace change. By fostering productive relationships with stakeholders and clients, you will contribute to the firm's overall growth and success. Your excellent communication skills and ability to influence others will be crucial in driving mutually beneficial outcomes and managing risks in line with the firm's policies and practices.

Job responsibilities

• Analyze and breakdown complex business, technical, and operational objectives into manageable tasks and activities, applying critical thinking and problem-solving skills
• Contribute to the development and implementation of technical solutions, including identifying key technologies or platforms that can solve business goals and managing vendor relations
• Support the optimization of allocated resources, including people, budget, and technology, to effectively plan, schedule, and progress project and/or program initiatives
• Participate in stakeholder management, fostering productive working relationships with cross-functional teams and clients to drive mutually beneficial outcomes
• Assist in risk management by making informed decisions in line with the firm's risk management practices and policies, ensuring project success and compliance

Required qualifications, capabilities, and skills

• 3+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs
• Understand Software Development Life Cycle (SDLC)
• Proven ability to utilize analytical reasoning and problem-solving techniques to break down objectives into manageable tasks
• Demonstrated technical proficiency and experience with relevant platforms and software tools/technologies
• Experience in resource optimization and/or resource planning
• Prior experience managing diverse sets of stakeholders, establishing productive working relationships with cross-functional teams, clients, and managing project governance

Preferred qualifications, capabilities, and skills

• Experience in regulatory-driven technology projects will be a plus
• Experience in software development or data analysis will be a plus
• Professional and Excellent at Microsoft Office (Excel, PowerPoint, Visio, Project) and Business Intelligence (Alteryx, Tableau, etc.) tools

As a Summer Analyst in the Global Markets Program, you will monitor markets, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products we offer for clients to manage any market conditions. Across all tracks, you will support senior colleagues with important research, analysis and preparatory work. Your work and contributions will be valuable to the team from the start. Expert instructors and J.P. Morgan professionals will teach you about our history, the scale and scope of our organization today and our ambitious plans for tomorrow. We will teach you technical and practical skills that will help you hit the ground running.

Job responsibilities

In the Sales Track:

• Helps corporate and institutional clients navigate the breadth of J.P. Morgan product offerings across Markets and Platform Services.
• Learn how we build relationships with clients and package tailor-made solutions that meet the needs of a wide array of clients. A salesperson typically has excellent communication skills, an analytical mind, is a capable multi-tasker, and team oriented.

In the Trading Track:

• a unique insight into global markets.
• Provide liquidity to clients in all major asset classes and pride ourselves on our fast execution, market share and e-trading platforms. A trader’s role is to respond to and encourage client enquiries, manage the resulting risk, and respond to market-moving events. Trading is detail-focused, intellectually stimulating and requires logical and quick decision-making.

Required qualifications, capabilities and skills:

• Expected graduation date of September 2026 – July 2027 from a Bachelor’s or Master’s program
  • If you are pursuing a Master’s Degree, it must be completed within 2 years of your Bachelor’s Degree
• Proven analytical skills (e.g., algebra, statistics, probability), experience with quantitative and data analysis
• Exceptional writing skills
• Genuine interest in financial markets and economic data and trends
• Ability to multi-task and collaborate within a team environment
• Strong organizational skills and ability to meet deadlines in a dynamic environment
• Confidence and initiative to take on responsibility and manage your own projects
• Excellent verbal and written communication skills
• We’re a global company whose primary business language is English and so fluency in English is required.
• Fluency in Mandarin is required as you will focus on client engagement and business development for the Sales desk covering the Chinese market
• To be eligible for this program, you must be authorized to work in China. We do not offer any type of employment-based immigration sponsorship for this program.

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it’s important to complete all relevant application questions so we have as much information about you as possible.

After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you’ll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled.

Please email us atfor any enquiries, and visit