Trade Support Analyst

Aumni; Columbus (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Fixed Income Middle Office Analyst to support day-to-day operations from trade capture through settlement and reporting. You will monitor exceptions, coordinate issue resolution, and help strengthen controls across partnerships within Asset Management.

The role emphasizes process improvement, data accuracy, and timely insights for stakeholders. You will work with portfolio managers, fund accounting, custody, and performance teams to ensure accurate trade details

Qualifications

• 2 years of relevant experience in Operations, Product, Business Management, Data/Analytics, or a related role.
• Experience with exception processing and root-cause insights.
• Proficiency with Excel and learning new workflows.
• Strong analytical skills and attention to detail.
• Clear written and verbal communication across stakeholders.
• Ability to build relationships in a matrixed environment.
• Knowledge of the fixed income asset setup lifecycle.
• Understanding of accounting principles and performance attribution concepts.

Responsibilities

• Support the creation process for public and private assets across key operational workstreams
• Provide daily operational support to fixed income portfolio managers, including securitized and private products
• Serve as a central point of contact for operational support related to private securitized products across partners
• Ensure trade details are captured accurately and communicated to downstream partners (including fund accounting, custody, and performance teams)
• Assist with operational support for bank loans and debt restructuring activity, as needed
• Monitor exceptions and breaks, perform root-cause analysis, and implement preventive measures
• Drive process improvements that increase efficiency, accuracy, and operating platform resiliency
• Design, document, and maintain procedures that support a strong controls environment
• Maintain oversight of offshore processes and coordinate issue remediation and follow-through
• Prepare and present operational insights, trends, and risks to stakeholders as needed
• Support internal and external audits by providing documentation, data, and responses in a timely manner

Skills

Exception processing

Analytical thinking

Verbal communication

Relationship building

Multitasking

Education

Bachelor’s degree in Finance, Economics, Mathematics, Computer Science

Tools

Excel

Job description

Join our Fixed Income Middle Office team and support the investment process from trade capture through settlement and reporting.

Job summary

As a Fixed Income Middle Office Analyst in Asset Management, you will support the day-to-day operational needs of fixed income portfolios and help enable strong investment outcomes. You will monitor exceptions, investigate root causes, and coordinate timely resolution across cross-functional partners. You will strengthen the control environment by enhancing procedures, documentation, and issue management practices. You will contribute to continuous improvement by identifying opportunities to reduce cycle time, improve data quality, and increase process resiliency.

Job responsibilities

• Support the creation process for public and private assets across key operational workstreams
• Provide daily operational support to fixed income portfolio managers, including securitized and private products
• Serve as a central point of contact for operational support related to private securitized products across partners
• Ensure trade details are captured accurately and communicated to downstream partners (including fund accounting, custody, and performance teams)
• Assist with operational support for bank loans and debt restructuring activity, as needed
• Monitor exceptions and breaks, perform root-cause analysis, and implement preventive measures
• Drive process improvements that increase efficiency, accuracy, and operating platform resiliency
• Design, document, and maintain procedures that support a strong controls environment
• Maintain oversight of offshore processes and coordinate issue remediation and follow-through
• Prepare and present operational insights, trends, and risks to stakeholders as needed
• Support internal and external audits by providing documentation, data, and responses in a timely manner

Required qualifications, capabilities, and skills

• 2 years of relevant experience in Operations, Product, Business Management, Data/Analytics, or a related role
• Experience working with exception processing, identifying trends, and communicating root-cause insights
• Proficiency with common analysis and reporting tools (for example, Excel) and comfort learning new workflows
• Strong analytical and problem-solving skills with sound judgment and attention to detail
• Clear written and verbal communication skills across a range of stakeholder levels
• Demonstrated ability to build productive relationships in a matrixed environment
• Working knowledge of the fixed income asset setup lifecycle (from issue date to maturity)
• Understanding of accounting principles and performance and attribution concepts
• Strong quantitative capability and comfort working with formulas and risk/performance measures
• Ability to manage multiple priorities, meet deadlines, and stay organized in a fast-paced environment
• Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a related discipline from an accredited institution

Preferred qualifications, capabilities, and skills

• Hands-on experience with fixed income trading and/or market data vendors
• Experience supporting private or less liquid products (for example, private securitizations, bank loans)
• Experience partnering with performance, reference data, and technology teams to improve data quality
• Demonstrated continuous improvement mindset (process mapping, control enhancements, automation ideas)
• Strong digital literacy and ability to adopt new tools and workflows quickly
• Familiarity applying analytics, automation, and/or machine learning concepts to operational processes

No relocation assistance will be provided.

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.

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. Support fixed income portfolios end-to-end by resolving breaks, improving controls, and driving process and data excellence.