Portfolio Financing Middle Office Associate

JPMorgan Chase JPMorgan Chase · Banking · Newark, DE +1 · Commercial & Investment Bank

This role supports daily trading operations, reconciles accounts, delivers client service, prepares trading reports, and assists in training junior members. It requires strong analytical, communication, and organizational skills, with experience in trading or financial services. Proficiency in Microsoft Office and digital literacy is expected, with preferred skills in trading platforms, regulatory knowledge, and leveraging AI/ML for trade services.

What you'd actually do

  1. Support daily trading operations by ensuring timely execution and accuracy of trades, while collaborating with traders and team members to resolve discrepancies.
  2. Monitor and reconcile trading accounts, driving the development and implementation of process improvements to enhance operational efficiency.
  3. Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards.
  4. Prepare and analyze trading reports for management review, contributing to strategic discussions in team meetings and handling ad-hoc projects and tasks as needed.
  5. Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.

Skills

Required

  • trading or financial services experience
  • analytical and problem-solving skills
  • communication and interpersonal abilities
  • Microsoft Office Suite (Excel)
  • digital literacy
  • collaboration in team settings
  • understanding of trading systems and financial markets
  • commitment to high-quality results
  • continuous improvement
  • adaptability

Nice to have

  • trading platforms and software proficiency
  • knowledge of regulatory requirements in the trading industry
  • leveraging digital literacy to adopt and integrate innovative technologies
  • utilizing AI and machine learning to enhance trade service processes