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Investment Analyst

1 month ago

Newark, United States ATR International Full time

Role Description:

The Managed Platform Services Associate within the MPS Team will support the cross line of business eco-system for Managed Accounts. This is a highly visible role that requires quick thinking, attention to detail, and thoughtful risk mitigation at all times. This is a fast paced environment. The candidate will also be responsible for maintaining a continuous improvement mindset by participating in the manual process inventory reduction goals of the team.

Key activities will include:

• Support the user community in all aspects of the platform ranging from trading to day-to-day issues/support

• Managing data such as: reconciliation, data quality issues, golden source data

• Support daily inquiries, integrate content to assist management maintain KPI’s

• Gather, analyze, synthesize, and interpret large data and information, drawing conclusions and making recommendations for process enhancements

• Assist management to identify key business risks on the platform and drive resolution of mitigating controls

• Ongoing procedure and process analysis to account for changes to the flow



• What does a “typical” day look like in this role? This person will be assisting with account opening data input activities due to high volumes for our offshore ops partners. Daily, this person will monitor an incoming queue for account opening requests. Processing involves review of paperwork and data input into downstream systems to effectively open the account on JPMorgan systems.


Experience and knowledge:

• At least 2-4 years of experience in the wealth management/asset management industry or in a supporting role

• Investment management expertise


Skills:

• Excellent analytical and logical thinking to understand and analyze complex business processes

• Ability to manage multiple deadlines / deliverables


• What are the top 3 things you look for in a candidate? (1) Attention to detail (2) Demonstration of adhering to high quality standards (3) Experience in operational processing involving data input


• What specific work experience (or skills) would stand out on a resume? Experience in operational processing involving data input.



BA or BS degree is required; Accounting or Finance a plus 2-3 years of experience in IB Operations including 1 year of Derivatives knowledge is required Prior experience or knowledge of the following products a plus; credit default swaps, credit spread

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