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About the Role

Join the new Structured Investments Operations team as a Trading Services Senior Associate. Partner with Sales and Structuring to operate as the desk’s central hub, standardizing data and reporting, accelerating onboarding, working with legal and credit, coordinating bookings and settlements, managing confirmations and fund lifecycle events, and resolving issues quickly. We seek 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.

Responsibilities

Execute, monitor, and reconcile daily trading operations end-to-end, ensuring timely and accurate trade capture, break resolution, and 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.
Provide origination support, including preparing recurring client activity reports and market research for Sales, and building clear presentation/summary outputs.
Act as key POC with the Onboarding Transition team for client onboarding and documentation, coordinating counterparty set-ups across cross-asset systems.
Monitor daily subscription bookings during the subscription period, ensure terms match approvals, and coordinate booking amendments and update economics after restructurings.
Assist with trade execution, settlement, and reconciliation by preparing delivery instructions, overseeing settlements with Operations partners, and driving timely booking and reconciliation.
Coordinate economic and non-economic amendments with Sales/Structuring sign-off for confirmations and deal review, and verify Deal Review outputs and execute/route changes with TAs/MOs.
Draft and maintain pricing spreadsheets, manage daily indicative pricing and client queries, and prepare trade recaps for TA booking for post-trade and secondary support.
Verify lifecycle events such as expiries, resets, coupons, and fees; confirm lifecycle events including dividends, cash flows, tax, and brokerage; manage distribution, redemption, and CDSC fees, instruct TAs, and track payments; support P&L reconciliation.
Serve as SPOC for breaks, liaise with Collateral on overrides, and own and resolve operational issues with clear, early escalation.
Write and maintain SOPs, drive standardization and desk tooling, automate reporting where feasible, and maintain strong control discipline and audit-ready documentation.

Requirements

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.

Skills

Structured Finance / Structured Products (fund life cycle, subscriptions, distribution fee frameworks)
Counterparty on-boarding, affirmation workflows, and cross-asset settlement processes
Deal Review, P&L drivers and economic vs. non-economic amendments
Automation skills (VBA/Python/SQL) to streamline reporting and reconciliations
PowerPoint and data visualisation skills
Creating SOPs/standards and onboarding/training new team members in a founding-team environment

Location

New York, NY

Work Type

Full-time

Experience Level

Senior Associate

About the Company

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do.
We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
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.

Equal Opportunity

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.