Trading Services Analyst

Account Specialist

Join JPMorganChase and be at the forefront of optimizing our trading operations. This role offers a unique opportunity for career growth and skill enhancement, as you support the success of our trading and portfolio management businesses. Be part of a dynamic team where your expertise and development will drive impactful change and innovation.

As a Trading Services Analyst within JPMorganChase, you will play a pivotal role in the execution and processing of trade orders, ensuring the smooth operation of our trading and portfolio management businesses. Your work will have a significant impact within your team, contributing to the overall performance of our trading services. Your responsibilities span from supporting order execution to settlement, ensuring accuracy and efficiency in all trade activities. You will leverage your developing knowledge of market products and automation technologies to optimize our operating platform. Your ability to manage change and drive continuous improvement will be developed in this role, as you work to enhance our processes and systems. With a focus on collaboration, you will build strong relationships with internal stakeholders, while developing your influence and presentation skills to communicate data-driven insights and collaborate in impactful decisions. Your work will have a direct impact on our team's performance and the achievement of our short-term operational goals.

Job responsibilities

• Execute start-of-day process checks and coordinate reporting and escalations.
• Validate and approve trades in accordance with policies and controls.
• Monitor and resolve exceptions promptly.
• Manage reconciliation breaks by investigating, coordinating fixes, and clearing items.
• Conduct independent process reviews and implement updates and control enhancements.
• Demonstrate strong understanding of bank loan and private placements trade processing, settlements, and administrative functions, including reconciliation of cash and positions.
• Apply knowledge of private credit or direct lending to support accurate processing and risk management.
• Prepare and deliver stakeholder reports across functions and regions.
• Manage shared mailbox communications, triage inquiries, and ensure timely responses.
• Produce and analyze daily KPI and metrics reports to track performance and drive improvements.
• Work flexible US business hours to support stakeholders and critical processing windows.

Required qualifications, capabilities, and skills

• Hold a bachelor’s degree in any discipline.
• Build strong, collaborative relationships across cross‑functional and global teams, partnering effectively with peers, managers, and LOB/functional stakeholders.
• Work independently with a proactive mindset, seeking guidance when appropriate; demonstrate initiative and a positive, growth‑oriented outlook.
• Manage escalations end‑to‑end by liaising with internal and external stakeholders to drive timely, effective resolution.
• Deliver client‑centric outcomes while maintaining strong risk awareness, exceptional attention to detail, and a high degree of professionalism.
• Demonstrate working knowledge of investment and securities products, financial markets, and market data providers.
• Communicate fluently in English (verbal and written) and leverage advanced Microsoft Office skills—especially Excel, including macros.

Preferred qualifications, capabilities, and skills

• Strong analytical and problem-solving skills, with a background in Economics or Industrial Engineering enhancing understanding of complex financial operations.
• Experience in finance industry operations, demonstrating capability in managing and optimizing financial processes.
• Worked and desire to work in an automated Processing environment

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. Visit our FAQs for more information about requesting an accommodation.

Experience Level

Mid Level