Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
As a Middle Office Associate within the Asset Management team, you will collaborate with internal business and tech partners, global/regional functions, and external vendors/counterparties. Your role will encompass end-to-end middle office operations, including trade management, Investment Book of Record (IBOR), and vendor oversight. You will support the Front Office with Start of Day checks and Cash Management, ensuring close coordination with PMs, dealers, brokers, operations teams, custodians, and service vendors for updates, issue follow-ups, and escalations. Additionally, you will lead and coordinate projects and changes to support business growth and process enhancements.
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Job responsibilities
- Perform end-to-end middle office operations including but not limited to front office support, trade management, asset servicing management, and investment accounting data accuracy.
- Manage projects and initiatives, such as process improvement, business model changes, system implementation, new product or new market initiatives rollouts, and other ad hoc projects
- Establish areas of improvement and implement new procedures and change existing process flows to ensure tight controls front to back
- Establish strong relationships across the Business, Risk, Technology and other support groups
- Collaborate with various stakeholders (portfolio managers, compliance, controls, risk, client service, operations, internal and external service providers) to design and drive comprehensive solutions that meet business requirements
Required qualifications, capabilities, and skills
- Effective written and verbal communication skills in Mandarin and English
- Flexibility in approach and the ability to show initiative and respond quickly to changing situations
- Strong experience and proven track record that can be demonstrated in delivering complex business and IT system related changes
- Excellent client facing skills, with experience of managing client relationship either external clients or in a Front office environment
- Ability to work in a high-pressure environment and deliver results to a high standard, escalating where required
- Positive "can do" attitude in all aspects of performing job duties
- With Senior Securities Broker license or Securities Investment Trust and Consulting license is a must
Preferred qualifications, capabilities, and skills
- Knowledge of markets products (Equities/ Fixed Income/ FX/ Fund of fund/ Money Market) and associated pre/post trade operational processes with specific functional expertise in one of Middle office, settlements or asset services for cash equities is highly desirable.
- Bachelor degree and 5+ years of relevant work experience; Middle Office experience within the asset management industry preferred
- Fluency in Mandarin and English will be an advantage
- Hold CFA is an advantage
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.