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Brokerage Operations Analyst
Other
Advance your career as an Operations Analyst 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 experience to deliver measurable impact, supported by an environment that prioritizes your growth and recognizes achievement.
As a Brokerage Operations Analyst, 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 be part of a team that 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
Appetite in overseeing and optimizing complex operational processes from inception to execution.
Understanding of brokerage practices, strategies, and regulations.
Must-have understanding of corporate actions and mutual funds—including end-to-end event lifecycles, entitlement calculations, key dates and deadlines, and the downstream impacts to positions, cash, tax, and client reporting.
Demonstrated ability to interpret issuer/agent notifications, ensure timely and accurate processing across systems and counterparties, and apply relevant market practices, regulations, and controls to mitigate operational risk.
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.
Contributing to 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.
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