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Wealth Management, Investment Products Middle Office, Fixed Income Trade Support

Req #: 180013123
Location: Newark, DE, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
Firm Introduction: J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Investment Products Middle Office – Fixed Income Trade Support

The Investment Products Middle Office team supports the JPM Wealth Management Investor Community - Bankers, Investors, Financial Advisors, Client Service, and Marketing teams by servicing the brokerage product trade flows and operations their clients invest in.  The team also provides support for various functions across the Wealth Management Middle Office, JPMS and to operations teams as well as the International Private Bank.  


The successful candidate/s will be required to quickly learn, understand and support as needed, the functions and services provided by the middle office team.




  • Work with Front office teams and clients on inquiries, documentation and call backs.
  • Interface with operations on account set up, security set up and other functional aspects of the CMO team as required.  
  • Respond to inquiries as required.   
  • Review daily reconciliation reports.
  • Compile MIS data for management.
  • Document procedures and process flows, and ensure they are kept accurate
  • Assist in developing and reviewing documented test plans, and coordination of UAT.
  • Assist in the development of training materials.
  • Work on various projects related to Middle Office, administration and operations
  • Coordinate with various areas of Operations, Middle Office, Finance, IT and Senior Management on business requirements, procedures and processes.
  • Assist with day to day Front Office, Client and Broker inquiries
  • Assist with monthly management reporting



·         Strong interpersonal, communication and presentation skills

·         Knowledge of securities industry and applicable regulatory requirements

·         Process driven, and at ease with technology and client account / security reference data

·         Experience in workflow analysis and documentation

·         Strong Excel and PowerPoint skills

·         Ability to multi-task and be detail oriented

·         Ability to work in a high paced environment with tight deadlines

·         Must have a control-oriented mindset

·         Must be a team player


·         Operational and/or Client service experience

·         Experience in Asset/Wealth Management

·         Understanding of Private banking operations and /or JPMS operations

·         Experience working with various product groups

·         Exposure to international offices and procedures

·         Microsoft Suite of applications proficiency

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