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JPMorgan Asset Analyst 
India, Karnataka, Bengaluru 
764390673

13.08.2024

The Wealth Management Analyst is responsible for various processes within the Asset Servicing life cycle of financial products. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations team. The successful candidate will be required to quickly learn, understand and support as needed the functions and services provided by the Asset Servicing team.

Job Responsibilities

  • Support multiple product types (e.g. equities, fixed income, foreign exchange, listed option, derivatives, private equity, hedge funds, mutual funds) for both Domestic and International markets
  • Review and action front to back reconciliation results to resolve breaks
  • Manage exceptions arising as events flow through multiple control checks
  • Timely and accurate execution and verification of all instructions received from internal partners and global teams. Respond promptly and accurately to Front Office requests
  • Ensure adherence to all service level commitments, process controls, and escalation policies
  • Work closely with teammates to maximize efficiency
  • Proactively focus on issues and adjust rapidly to changes in the team, the market, or Wealth management to deliver sound recommendations for process improvement

Required qualification, skills and capabilities:

  • 4 to 6 years of Banking / Cash Product / Securities / Processing experience in financial services environment. (Preferable Corporate Actions / Asset Servicing Experience)
  • Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills
  • Able to work independently with minimum supervision
  • Excellent verbal and written communication skills
  • Assume ownership and responsibility to accomplish goals
  • Strong intellectual capacity for process improvements
  • This role requires meticulous attention to detail.
  • Ability to manage operations in absence of Process Manager.
  • An acute awareness of the high risk, time critical and complex nature of the Asset & Wealth Management Ops environment, an ability to work under pressure and to meet tight deadlines is essential.
  • Knowledge of Microsoft Word, PowerPoint and Excel
  • Ability to work in a deadline driven environment
  • Uses initiative & readily questions
  • Must be very detailed oriented.
  • Knowledge of Investment products.
  • Knowledge of the operating and compliance standards and audit requirements of the department
  • Banking Operations experience required, Private Banking operations experience would be beneficial.
  • Ensuring documentation is updated at all times
  • Ensuring MIS are completed as per the deadlines
  • Risk awareness