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Trading Services Analyst

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Banking & Finance
  • Mumbai

AI generated summary

  • You should clearly communicate complex ideas, embrace data analytics, foster teamwork, have a logical mindset, improve processes, and preferably have Futures & Options experience and familiarity with innovation tools.
  • You will resolve client escalations, manage positions, solve trade breaks, engage with clients, analyze performance indicators, lead cross-team problem-solving, and liaise with various bank departments.

Requirements

  • Ability to articulate complex concepts clearly and concisely. Envisions and delivers strategic change
  • Brings stakeholders together to agree on a direction. Enjoys turning points of conflict or complaints into positive client experiences.
  • Embraces the use of data and analytics tools to deliver client solutions
  • Understands that Client Service is a team sport and has the emotional intelligence to thrive in a group setting. Builds relationships and trust through honesty, accountability and a high standard of execution
  • Strong logical/analytical mindset, with the ability to think outside the box and challenge status quo
  • Process flow understanding including ability to understand current flows and linkage between systems and think how the process can be improved/streamlined
  • Previous experience in Futures & Options is preferred and hands-on with Innovation tools such as Alteryx, Xceptor, Tableau etc. BA or BS degree preferred

Responsibilities

  • Resolving escalations from the team and their clients in a timely manner
  • Effectively engage with your clients earn their trust, build sustainable relationships, and provide ongoing engagement to deliver a memorable client experience.
  • Daily activity will include position and expiry management, solving trade breaks, and fielding product queries.
  • Use our client data platform to develop an in depth understanding of operational client experience performance indicators and present this back to clients to influence the behaviour of others.
  • Bring multiple internal teams together to problem solve client specific or broader operational issues. This involves chairing engaging meetings with global teams and holding individuals to account for their actions.
  • Represent Operations to other parts of the bank; including Sales, Execution, Account Management amongst others

FAQs

What is the primary responsibility of a Trading Services Analyst?

The primary responsibility of a Trading Services Analyst is to resolve escalations from clients and the team, engage with clients to build sustainable relationships, manage daily activities such as position and expiry management, and solve trade breaks.

What qualifications are required for this role?

The required qualifications include strong communication skills, the ability to articulate complex concepts, experience in Futures & Options, a logical/analytical mindset, and hands-on experience with innovation tools such as Alteryx, Xceptor, and Tableau. A BA or BS degree is preferred.

Is experience in the financial services industry necessary for this position?

Previous experience in Futures & Options is preferred, which suggests that experience in the financial services industry would be beneficial for this role.

What kind of team environment can I expect as a Trading Services Analyst?

You can expect a collaborative team environment where client service is viewed as a team sport, and emotional intelligence is valued for building trust and relationships within the team and with clients.

How does the role involve the use of data and analytics?

The role involves using client data platforms to develop an understanding of operational client experience performance indicators and presenting this data back to clients to influence their behavior.

Will I be required to engage with other internal teams?

Yes, the role requires engaging with multiple internal teams to problem-solve client-specific or broader operational issues, which includes chairing meetings and holding individuals accountable for their actions.

How does J.P. Morgan approach diversity and inclusion?

J.P. Morgan values diversity and inclusion highly and emphasizes that they are an equal opportunity employer. They do not discriminate based on any protected attributes and make reasonable accommodations for applicants and employees.

What is the significance of this role within J.P. Morgan's Commercial & Investment Bank?

The Trading Services Analyst plays a crucial role in managing client relationships, resolving operational issues, and enhancing the overall client experience, which are essential to the success of J.P. Morgan’s Commercial & Investment Bank.

Can I expect any training or support when starting in this role?

While the job description does not specify training, J.P. Morgan typically offers support and resources to help new employees acclimate to their roles and develop their skills.

Is there room for advancement in this position?

While the job description doesn't explicitly mention advancement opportunities, positions like Trading Services Analyst often serve as stepping stones to higher roles in operations, client management, or investment banking within the organization.

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.