Investment Advisor Services Analyst

Job DescriptionShape the future of trading services by joining a team dedicated to operational excellence and risk management. Unlock your potential as you collaborate with industry professionals and drive process improvements. Be at the heart of scalable solutions and effective controls management. Make your mark by ensuring a customer-centric approach in every interaction. Join our team and grow your career in a dynamic, fast-paced environment.As a Trading Services Analyst in the Trading Services team, you will perform detailed analysis on cases and tickets received from Financial Advisors, Fund Managers, and Carriers. You will ensure all processes strictly adhere to Standard Operating Procedures, escalate business risk incidents promptly, and contribute to process transformation initiatives. You will work collaboratively to maintain effective controls and deliver a customer-focused experience. This role offers opportunities to develop your analytical skills and drive operational improvements.Job ResponsibilitiesAnalyze cases and tickets from Advisors, Fund Managers, and Carriers in accordance with established SOPsIdentify and resolve discrepancies or issues in a timely mannerMaintain comprehensive understanding of SOPs and ensure strict complianceDocument and report any deviations from SOPsEscalate potential business risk incidents promptly and collaborate with stakeholders to mitigate risksMaintain accurate records of risk incidents and actions takenEvaluate and identify opportunities for process improvementParticipate in initiatives to enhance scalability and efficiencyImplement best practices for robust controls managementCommunicate effectively with team members and stakeholdersDeliver a customer-centric approach in all aspects of the roleRequired Qualifications, Capabilities And SkillsTwo years of experience in trading services or a related roleStrong analytical and problem-solving skillsExcellent attention to detail and accuracyProficiency in financial analysis tools and softwareEffective communication and interpersonal skillsAbility to work independently and collaboratively within a teamDemonstrated ability to escalate and manage business risk incidentsExperience in process improvement and transformationCommitment to strict SOP adherence and controls managementCustomer-focused mindsetStrong organizational and documentation skillsPreferred Qualifications, Capabilities And SkillsExperience with trading platformsKnowledge of Wealth ManagementAdvanced proficiency in financial analysis softwareExperience participating in process transformation initiativesStrong stakeholder management skillsAbility to adapt to changing procedures and environmentsDemonstrated leadership in risk management About UsJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.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 TeamJ.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.