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Alternative Middle Office - Transaction Processing Associate

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Business, Operations & Strategy
    Banking & Finance
  • Mumbai

AI generated summary

  • You must have exposure to complex products, strong organizational and analytical skills, a focus on client satisfaction, and outstanding communication. Be proactive and able to work independently.
  • You will validate trade instructions, report fund performance, review legal documents, respond to requests, drive process improvement, and participate in Wealth Management initiatives.

Requirements

  • Exposure to complex products like private equity, hedge funds, real estate funds, derivatives and structured products
  • Exceptional organizational and prioritization abilities, with keen attention to detail and excellent interpersonal skills.
  • Strong controls mindset with a focus on client satisfaction.
  • Capable of working independently with minimal supervision.
  • Outstanding verbal and written communication skills.
  • Proactive in taking ownership and responsibility to achieve goals.
  • Strong analytical skills for driving process improvements.

Responsibilities

  • Execute, validate, and verify trade instructions for alternative products accurately.
  • Share fund performance reporting with clients timely.
  • Perform legal document review on trade order instructions from clients.
  • Respond swiftly to requests from Investor Support, Structuring, Fund Admins, Operations, and Client Service.
  • Drive continuous improvement and reduce risk across manual processes.
  • Adhere to service level commitments, process controls, and escalation policies.
  • Participate in Wealth Management initiatives, such as system conversions and automations.

FAQs

What are the primary responsibilities of the Alternative Middle Office - Transaction Processing Associate?

The primary responsibilities include executing, validating, and verifying trade instructions for alternative products, sharing fund performance reporting with clients, performing legal document review, responding to requests from various teams, driving continuous improvement, adhering to service level commitments, and participating in Wealth Management initiatives.

What qualifications are required for this position?

Required qualifications include exposure to complex products such as private equity, hedge funds, and real estate funds, exceptional organizational and prioritization abilities, a strong control mindset, excellent communication skills, the ability to work independently, and strong analytical skills for driving process improvements.

Are there any preferred qualifications for candidates?

Yes, preferred qualifications include experience with modern automation tools such as Alteryx, Python, and Unqork.

What is the focus of the Alternative Middle Office team?

The focus of the Alternative Middle Office team is to support the JPMorgan Wealth Management Investor Community, including Bankers, Investors, and Financial Advisors for Alternative Investments, with a strong emphasis on client service and risk controls.

Does the company offer training for new hires?

Yes, the company provides training for new hires to help them quickly master key processes in Alternative Investments.

What is the work environment like for this position?

The work environment is dynamic and fast-paced, requiring collaboration with diverse teams.

Is there room for growth within the firm?

Yes, JPMorgan Chase values employee growth and offers opportunities for career advancement within the company.

How does the company prioritize diversity and inclusion?

JPMorgan Chase places a high value on diversity and inclusion, ensuring that it is an equal opportunity employer and does not discriminate on the basis of any protected attributes.

Do we support flexible working hours?

Yes, flexible working hours can be accommodated as part of the hybrid working model.

What tools or technologies will I be expected to use in this role?

You will be expected to use modern automation tools, and familiarity with programs like Alteryx, Python, and Unqork is preferred.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.