At a Glance
- Tasks: Drive live trades, streamline processes, and partner with Sales for client success.
- Company: Join a dynamic new Structured Investments team in a leading financial services firm.
- Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
- Other info: Collaborative culture with excellent career advancement opportunities.
- Why this job: Be at the forefront of structured investments and make a real impact in a start-up environment.
- Qualifications: Experience in trading or financial services with strong analytical skills.
The predicted salary is between 45000 - 55000 £ per year.
Join our new Structured Investments team—drive live trades, streamline processes, and partner with Sales for client success!
Turn structured products and funds into live trades.
Join the new Structured Investments Operations team, partnering with Sales and Structuring to operate as the desk’s central hub—standardizing data and reporting, accelerating onboarding, working with legal and credit, coordinate bookings and settlements, managing confirmations and fund lifecycle events, and resolving issues fast.
We’re looking for proactive candidates who thrive in a new team start-up environment, and build scalable, control‑sound processes.
Structured Products or fund experience is highly valued.
- Job Responsibilities
- Execute, monitor, and reconcile daily trading operations end-to-end—timely, accurate trade capture; break resolution with traders; high-quality client service—while staying current on market/regulatory changes and ensuring strict compliance.
- Prepare and synthesize management reports and insights; drive process improvements; contribute to strategy in team forums; mentor junior colleagues; and lead ad‑hoc projects with a proactive, adaptable approach.
- Origination support, data & reporting: Prepare recurring client activity reports and market research for Sales; build clear presentation/summary outputs.
- Client onboarding & documentation: Act as key POC with the Onboarding Transition team; coordinate “good‑to‑trade” counterparty set‑ups across cross‑asset systems.
- Subscription period & pre‑hedging: Monitor daily subscription bookings; ensure terms match approvals; coordinate booking amendments and update economics after restructurings.
- Trade execution, settlement & reconciliation: Help prepare delivery instructions; oversee cross‑asset settlements with Operations partners; drive timely booking and reconciliation.
- Confirmations & Deal Review: Coordinate economic and non‑economic amendments with Sales/Structuring sign‑off; verify Deal Review outputs and execute/route changes with TAs/MOs.
- Post‑trade & secondary support: Draft/maintain pricing spreadsheets; manage daily indicative pricing and client queries; prepare trade recaps for TA booking.
- Lifecycle events & fees: Verify expiries/resets, coupons and fees; confirm lifecycle events (dividends, cash flows, tax, brokerage); manage distribution/redemption/CDSC fees, instruct TAs and track payments; support P&L reconciliation.
- Queries, escalations, collateral & pricing: Serve as SPOC for breaks; liaise with Collateral on overrides; own and resolve operational issues with clear, early escalation.
- Standards, controls & improvement: Write and maintain SOPs; drive standardization and desk tooling; automate reporting where feasible; maintain strong control discipline and audit‑ready documentation.
- Required qualifications, capabilities, and skills
- Extensive experience in trading or financial services, showcasing a deep understanding of industry practices and operations.
- Strong analytical and problem‑solving skills, enabling effective decision‑making and innovative solutions.
- Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.
- Proficiency in Microsoft Office Suite, particularly Excel, along with advanced digital literacy for integrating innovative technologies in trade services.
- Ability to thrive in fast‑paced environments, maintaining a detail‑oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities.
- Demonstrated capability to work collaboratively in team settings, with a solid knowledge of trading systems and financial markets, and a strong commitment to delivering high‑quality results.
- Proactive, ownership‑driven mindset; comfortable working on‑desk with Sales/Structuring and driving outcomes across Legal, Credit, Confirmations, Trading Assistants, Settlements and Collateral.
- Advanced Excel (formulas, pivots, data cleaning); ability to build and maintain tracking/reporting tools; high attention to detail.
- Preferred qualifications, capabilities, and skills
- Experience with Structured Finance / Structured Products (fund life cycle, subscriptions, distribution fee frameworks).
- Familiarity with counterparty on-boarding, affirmation workflows, and cross‑asset settlement processes.
- Exposure to Deal Review, P&L drivers and economic vs. non‑economic amendments.
- Automation skills (VBA/Python/SQL) to streamline reporting and reconciliations
- Excellent Power Point and data visualisation skills
- Experience creating SOPs/standards and onboarding/training new team members in a founding‑team environment.
- #J-18808-Ljbffr
Structured Investments Operations – Trading Services Senior Associate employer: JP Morgan Chase Bank
JP Morgan Chase Bank is known for its strong emphasis on professional development and a supportive work culture. Employees enjoy access to cutting-edge technology and the chance to work on significant financial projects that shape the industry.
StudySmarter Expert Advice🤫
We think this is how you could land Structured Investments Operations – Trading Services Senior Associate
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like JP Morgan Chase Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Structured Investments Operations – Trading Services Senior Associate
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JP Morgan Chase Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JP Morgan Chase Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JP Morgan Chase Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JP Morgan Chase Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JP Morgan Chase Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JP Morgan Chase Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
