Investment Advisor Services Analyst

Location: Metro Manila, National Capital Region, Philippines

Job Family: Trading Services

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a strong presence in Asia-Pacific, including our operations hub in Metro Manila. As an Investment Advisor Services Analyst in our Trading Services category, you will play a pivotal role in supporting our investment advisory clients by ensuring seamless, compliant, and efficient service delivery. This position involves analyzing complex cases and tickets, upholding rigorous Standard Operating Procedures (SOPs), and contributing to process enhancements that drive customer satisfaction and operational excellence. Based in the vibrant National Capital Region of the Philippines, you will join a dynamic team dedicated to powering the world's leading financial institution through innovative trading solutions. Your core responsibilities will include reviewing and resolving advisor inquiries related to trading activities, ensuring all actions align with JPMorgan Chase's compliance frameworks and global regulatory standards. You will identify and escalate risks promptly to mitigate potential issues, while actively participating in initiatives to streamline workflows and improve service quality. Collaboration with internal stakeholders, such as compliance officers and trading desks, will be essential to foster a customer-centric environment. This role demands a keen eye for detail and a proactive approach to problem-solving in a fast-paced, high-volume setting typical of our financial services operations. We seek candidates passionate about the financial industry, with a solid foundation in trading services and a commitment to excellence. At JPMorgan Chase, you will have access to world-class resources, mentorship from industry experts, and opportunities for career advancement within our global network. Join us to make an impact on how investment advisors worldwide access cutting-edge trading support, all while growing your expertise in one of the most influential financial organizations.

Key Responsibilities

• Analyze incoming cases and tickets from investment advisors to ensure accurate resolution and customer satisfaction
• Verify compliance with Standard Operating Procedures (SOPs) and regulatory standards in all advisory services
• Escalate potential risks, discrepancies, or high-priority issues to senior management or compliance teams
• Drive process improvements by identifying inefficiencies and recommending enhancements to trading workflows
• Collaborate with cross-functional teams to support customer-focused service delivery in the investment advisory space
• Monitor and report on key performance indicators (KPIs) for trading services operations
• Provide timely responses and guidance to advisors on complex trading inquiries
• Maintain accurate documentation and records for all analyzed cases in accordance with JPMorgan Chase policies
• Participate in training sessions to stay updated on financial regulations and internal protocols

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2 years of experience in financial services, trading operations, or customer support roles
• Strong understanding of Standard Operating Procedures (SOPs) and compliance requirements in the financial industry
• Proficiency in analyzing complex cases and tickets related to investment advisory services
• Ability to identify and escalate risks in a fast-paced trading environment
• Excellent communication skills for customer-focused interactions
• Eligibility to work in the Philippines without sponsorship

Preferred Qualifications

• Experience in investment advisory or trading services at a major financial institution
• Knowledge of JPMorgan Chase's internal systems and processes
• Certification in financial services such as CFA Level 1 or Series 7 equivalent
• Prior exposure to process improvement initiatives in operations
• Fluency in English and Tagalog

Required Skills

• Analytical thinking for case and ticket analysis
• Attention to detail in SOP compliance checks
• Risk assessment and escalation expertise
• Process improvement and optimization skills
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
• Knowledge of financial trading platforms and tools
• Strong verbal and written communication
• Customer service orientation
• Problem-solving in high-pressure environments
• Team collaboration and interpersonal skills
• Time management and prioritization
• Basic understanding of financial regulations (e.g., SEC, FINRA equivalents)
• Data entry and record-keeping accuracy
• Adaptability to changing priorities in trading services
• Technical aptitude for learning proprietary JPMorgan systems

Benefits

• Competitive base salary and performance-based bonuses aligned with JPMorgan Chase standards
• Comprehensive health, dental, and vision insurance coverage for employees and dependents
• Retirement savings plan with company matching contributions
• Paid time off including vacation, sick leave, and public holidays
• Professional development opportunities through JPMorgan's internal training programs and tuition reimbursement
• Employee wellness programs including gym memberships and mental health support
• Flexible work arrangements and hybrid options for Metro Manila location
• Stock purchase plan and other financial perks for long-term career growth

JP Morgan Chase is an equal opportunity employer.