Brokerage Operations Associate

Advance your career as an Operations Associate with JPMorgan Personal Investing, where your expertise will strengthen operational efficiency and support the continued advancement of our business. You will join a high-performing team that values innovation and collaboration and offers meaningful opportunities for professional development and progression. In this role, you will apply your operations management capabilities to deliver measurable impact, supported by an environment that prioritizes your growth and recognizes achievement. 

As a Brokerage Operations Associate, you will be responsible for optimizing and overseeing critical operational processes and initiatives end-to-end. Your work will influence multiple functions, ensuring operational execution remains aligned with our business strategy and long-term vision. You will leverage a strong foundation in operations management, along with data-driven analysis, digital fluency, and cross-functional partnership, to drive continuous improvement and successful outcomes. You will also lead and develop a team by delegating effectively, setting clear expectations, and fostering an inclusive culture that promotes collaboration and professional growth. 

 
Job responsibilities   

• Oversee and optimize daily operational processes to ensure efficiency and alignment with organizational goals. 

• Apply your strategic brokerage thinking skills to identify potential scenarios, evaluate their impact and risk, and make informed decisions that directly affect departmental outcomes.  

• Develop and implement strategies to improve operational workflows and enhance productivity across departments. 

• Collaborate with cross-functional teams to ensure seamless integration of operations with business objectives. 

• Manage and mentor the operations team, fostering a culture of continuous improvement and professional growth. 

Required qualifications, capabilities, and skills    

• Demonstrated expertise in overseeing and optimizing complex operational processes from inception to execution. 

• Extensive understanding of brokerage practices, strategies, and regulations. 

• Demonstrated expertise in corporate actions processing. 

• In-depth knowledge of corporate actions and mutual funds, including their processes, regulations, and industry standards. 

• Proven ability to apply advanced analytical, technical, and problem-solving skills in an operations management context. 

• Strong analytical skills to evaluate complex information, including legal regulations, market trends & financial data. 

• Proficiency in test planning, execution, and reporting. 

Preferred qualifications, capabilities, and skills   

• Implement automation to streamline project workflows and increase operational efficiency.   

• Foster a culture of innovation by encouraging creative problem-solving and the adoption of new technologies. 

• Solid Understanding of financial markets and investment products. 

• Experience in managing a diverse team, with a focus on delegation, team building, and fostering an inclusive environment.  

• Proficiency in Alteryx, with experience in designing and implementing complex workflows for data preparation, blending, and analysis.