Job Description
You are a strategic thinker passionate about execution of Account Transitions in Private Bank Operations for supporting all asset transfers of all the securities/cash internally and externally along with closure of the accounts in Private Banks. You have found the right team.
Job Responsibilities
Accurate verification and execution of all Trades, Cash and FX instructions received by internal partners within established service level agreements.
Review, monitor and action against daily break, fail and control reports
Timely completion of cancellation and correction requests.
Respond promptly and accurately requests & inquiries from the Front Office, Client Service, Custodian and external brokers.
Follow up with the Custodian / Counterparty for the Failed Trades
To check Pre matched report and settled deals report
Following up with internal / external counterparty for unconfirmed trades
Coordinate with the cash management team and the Middle Office team
Ensure accurate and timely completion of operational procedures.
Understand, follow and demonstrate compliance with all Risk and Control regulations.
Monitor and chase queries to ensure timely completion based on deadlines/urgency/escalations.
Required Qualifications, Skills and Capabilities
Graduate / Post Graduate (Preferably MBA in Finance)
1 -3 years of relevant work experience
North American shift
Strong analytical skills with high accuracy and attention to details.
Strong Client Focus: adhering to response time to client and maintaining high client satisfaction.
Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
Adaptability: effectively organize and prioritize work to meet stringent deadlines.
Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
Assertiveness Skills: willingness and ability to challenge the status quo and express opinions.
ABOUT US
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
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.
Job Responsibilities
Accurate verification and execution of all Trades, Cash and FX instructions received by internal partners within established service level agreements.
Review, monitor and action against daily break, fail and control reports
Timely completion of cancellation and correction requests.
Respond promptly and accurately requests & inquiries from the Front Office, Client Service, Custodian and external brokers.
Follow up with the Custodian / Counterparty for the Failed Trades
To check Pre matched report and settled deals report
Following up with internal / external counterparty for unconfirmed trades
Coordinate with the cash management team and the Middle Office team
Ensure accurate and timely completion of operational procedures.
Understand, follow and demonstrate compliance with all Risk and Control regulations.
Monitor and chase queries to ensure timely completion based on deadlines/urgency/escalations.
Required Qualifications, Skills and Capabilities
Graduate / Post Graduate (Preferably MBA in Finance)
1 -3 years of relevant work experience
North American shift
Strong analytical skills with high accuracy and attention to details.
Strong Client Focus: adhering to response time to client and maintaining high client satisfaction.
Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
Adaptability: effectively organize and prioritize work to meet stringent deadlines.
Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
Assertiveness Skills: willingness and ability to challenge the status quo and express opinions.
ABOUT US
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Operations Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
