Investment Advisor Services Analyst
1 week ago
Join to apply for the Investment Advisor Services Analyst role at JPMorganChase . Shape 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. Job Responsibilities Analyze cases and tickets from Advisors, Fund Managers, and Carriers in accordance with established SOPs Identify and resolve discrepancies or issues in a timely manner Maintain comprehensive understanding of SOPs and ensure strict compliance Document and report any deviations from SOPs Escalate potential business risk incidents promptly and collaborate with stakeholders to mitigate risks Maintain accurate records of risk incidents and actions taken Evaluate and identify opportunities for process improvement Participate in initiatives to enhance scalability and efficiency Implement best practices for robust controls management Communicate effectively with team members and stakeholders Deliver a customer‑centric approach in all aspects of the role Required Qualifications, Capabilities and Skills Two years of experience in trading services or a related role Strong analytical and problem‑solving skills Excellent attention to detail and accuracy Proficiency in financial analysis tools and software Effective communication and interpersonal skills Ability to work independently and collaboratively within a team Demonstrated ability to elevate and manage business risk incidents Experience in process improvement and transformation Commitment to strict SOP adherence and controls management Customer‑focused mindset Strong organizational and documentation skills Preferred Qualifications, Capabilities and Skills Experience with trading platforms Knowledge of Wealth Management Advanced proficiency in financial analysis software Experience participating in process transformation initiatives Strong stakeholder management skills Ability to adapt to changing procedures and environments Demonstrated leadership in risk management About Us JPMorganChase, 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. Referrals increase your chances of interviewing at JPMorganChase by 2x. #J-18808-Ljbffr
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Investment Advisor Services Analyst
2 weeks ago
, Metro Manila, Philippines JPMorgan Chase Full timeShape 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...
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Investment Advisor Services Analyst
1 week ago
, Metro Manila, Philippines JPMorgan Chase & Co. Full timeOverview Shape 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...
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Investment Advisor Services Analyst
2 days ago
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