Portfolio Financing Middle Office Associate

JPMorganChase; Newark (DE); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorganChase is hiring a Trading Services Associate I within Wholesale Lending Services in Newark, DE. You will contribute to end-to-end trade activities from entry to settlement, while enhancing processes and leveraging automation to boost efficiency.

The role emphasizes stakeholder communication, data-driven insights, and ongoing professional growth. The ideal candidate has a solid foundation in trading services and strong analytical, collaborative, and problem-solving skills.

Qualifications

• Proven experience in trading or financial services operations.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to drive process improvements and change initiatives.
• Capable of collaborating with internal stakeholders and mentors.
• Detail-oriented with strong organizational skills.

Responsibilities

• Support daily trading operations ensuring timely, accurate trade entry and settlement.
• Monitor and reconcile trading accounts; drive process improvements for efficiency.
• Deliver high-quality service to clients and stay updated on market/regulatory changes.
• Prepare and analyze trading reports for management and ad-hoc projects.
• Assist in training and mentoring junior team members.

Skills

Trading operations

Analytical thinking

Communication

Change management

Team collaboration

Attention to detail

Tools

Microsoft Excel

Job description

Job Description

Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration. Join us and be part of a company that supports your professional journey and offers exciting challenges.

As a Trading Services Associate I within Wholesale Lending Services, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement. While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services. You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform. Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements. Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading services.

Job Responsibilities

• Support daily trading operations by ensuring timely execution and accuracy of trades, while collaborating with traders and team members to resolve discrepancies
• Monitor and reconcile trading accounts, driving the development and implementation of process improvements to enhance operational efficiency
• 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
• Prepare and analyze trading reports for management review, contributing to strategic discussions in team meetings and handling ad-hoc projects and tasks as needed
• Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment
• Utilize strong analytical and problem-solving skills to support strategic initiatives and drive continuous improvement

Required Qualifications, Capabilities, And Skills

• Proven experience in trading or financial services, demonstrating a strong foundation in industry practices and operations
• Strong analytical and problem-solving skills, enabling effective decision-making and issue resolution
• Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders
• Proficiency in Microsoft Office Suite, particularly Excel, complemented by advanced digital literacy for integrating innovative technologies in trade services
• Capability to work effectively in fast-paced environments, maintaining a detail-oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities
• Demonstrated ability to collaborate effectively in team settings, with a solid understanding of trading systems and financial markets.
• Strong commitment to delivering high-quality results, with a focus on continuous improvement and adaptability

Preferred Qualifications, Capabilities, And Skills

• Proficient in using trading platforms and software, with hands‑on experience in navigating and optimizing these tools
• Knowledgeable about regulatory requirements in the trading industry, ensuring compliance and adherence to industry standards
• Skilled in leveraging digital literacy to adopt and integrate innovative technologies, enhancing trade services and operational efficiency
• Capable of utilizing AI and machine learning to enhance trade service processes and improve decision‑making, driving data‑driven insights and outcomes

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.