Trade Advisor Salary in Mumbai - PayScale

As a part of Trade Analytics and Insights, you will be able to combine technical skills, interpersonal skills, and financial markets knowledge to autonomously drive projects forward. You will be expected to work with numerous teams including sales, trading, and controls partners. Projects include creation and proliferation of business insights via automated toolkits, data driven sales lead generation, development of new tools for sales people, development of dashboards for trading and business heads, and some education of the existing sales and trading organization. The key attributes for this candidate will include: Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm. Ability to parse complex tasks and juggle priorities in a highly dynamic professional environment. Strong initiative, energy and confidence completing assignments with limited / minimal supervision. Detail oriented when it comes to data and project tasks. Excellent communication skills (written & verbal) and relationship management skills. Job Responsibilities Leverage business/markets knowledge and data expertise to provide meaningful insights to business heads. Work with key stakeholders and partners to determine their ideal solution to a given problem. Define the roadmap and requirements to create that solution. Execute that roadmap through SQL, Alteryx, Python, and/or Tableau Leverage Alteryx/Python skills to do data deep-dives Leverage Tableau skills to create dynamic dashboards for senior management Partner effectively across several internal teams and external vendors Required qualifications, capabilities and skills BE/BTech in Comp Science, Information Technology, Data Science, Electronics, Electronics and Telecommunication OR Masters in Data Science, Business Intelligence, Data Analytics 4-6 years of relevant experience in data & analytics Demonstrated experience in Alteryx /SQL/Python (Numpy, Pandas, Matplotlib, Seaborn) Demonstrated experience in Tableau/PowerBI/Qliksense Possess hard programming and data modeling skills combined with the softer communication, analytical thinking and problem-solving skills needed to scope, develop, and deliver elegant solutions to complex problems Preferred qualifications, capabilities and skills: Bachelors/Masters in Data Science, Computer Science, Business Intelligence, Info Tech MBA/CFA is a plus Experience in an equity, fixed income, foreign exchange trading or analytics role is a plus About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 03/28/2024 10:25 PM

As a Global Derivate Solution Associate in the Global Derivative Solutions team, you will be responsible for creating and updating marketing materials, promoting efficiencies in sales management, and providing trade analytics. You will also provide coverage and risk management for our suite of derivative solutions products in the Global Private Bank. This role offers the opportunity to develop market knowledge in Equities, FX, Commodities and Fixed Income derivative solutions in the full product range, including derivatives and structured products. You will also have the chance to partner with our global team in New York, London, Hong Kong and Singapore, and interact with all global counterparts.Job Responsibilities Develop market knowledge in Equities, FX, Commodities and Fixed Income derivative solutions in the full product range, including derivatives and structured products. Manage various risk controls impacting the desk (XVA, Credit risk etc.) and follow risk & compliance policies and procedures. Provide education and assist creation of marketing materials (including pitch books) for sales force and clients.Handling any ACL needs (inbox management, questions, reporting needs, etc.). Assist the marketing effort of trade ideas and contribute to internal marketing forums (creating slides and content for the daily morning meeting) Prepare, monitor and communicate business metrics to management on a periodic basis. Prepare and maintain detailed metrics and identify key trends to proactively develop resources for the sales force. Partnering well across internal stakeholders (Asset Class Leaders (ACL's), Structuring, Business Management, Product Development, Middle Office, Investment Bank partners etc. as needed.).Required qualifications, capabilities and skills Minimum 4 years of work experience in wealth management, financial services, or a related field. CA/MBA/CFA (charter holder or pursuing)/CAIA. Knowledge and experience in the Derivatives (any asset class). Strong initiative, energy and confidence completing assignments with limited supervision. Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Tableau. Excellent communication skills (written & verbal) and relationship management skills. Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm.Preferred qualifications, capabilities, and skills Project management and follow-through skills. Sensitivity to discretely handle highly confidential and related client/manager information Comfort with organizing and interpreting large amounts of data.About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/09/2024 10:18 PM

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.As an Associate in Client Services team, you will engage with key stakeholders across the Asset Management business to deliver tactical and strategic projects to identify and address areas of opportunity/improvement, reduce risk, enhance controls and develop reporting to improve our service to both internal and external Clients.Job Responsibilities Work as an individual contributor for various funds and client mandates to create operational readiness Engage key stakeholders, manage project work streams and all associated activities to support implementation of initiatives from initiation phase through to post implementation review. Chair regular Front Office, Operational and relevant work stream meetings documenting actions and tracking progress to completion. Understand and translate business requirements into project plans, onboarding checklists, process flows and runbooks. Provide effective communication and regular status reporting to key stakeholders. Proactively identify risk and control issues to prevent and mitigate risks. Collaborate to resolve challenges and escalate to stakeholders / the Management team as appropriate. Review the effectiveness of implementation and endeavor to identify ways to improve the way we work. Ensure the development of end-to-end operating models that are strategic and scalable where possible. Develop, review and maintain functional procedures and project management tools. Support the global team to develop best practice standards and consistency.Required qualifications, capabilities and skills Professionally qualified CA / CFA or Post Graduate finance professional, MBA with 5 years of experience in Financial Services industry or Graduate with at least 7 years of experience Asset Management or relevant Investment Banking, Wealth Management experience desired but not mandatory. A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment. Trade flow knowledge from event inception, trade execution through to operational settlement. Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. Project Management experience with the ability to manage initiatives concurrently end to end. Excellent time management skills. Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively. Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required. Ability to identify process improvements and implement appropriate changes. Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients.About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/11/2024 10:22 PM

55ip is looking for a hands-on Trade Ops Associate, to help and manage its Business Operations and Advisor/Enterprise relations.Responsibilities:• Manages all functions related to SMA operations and serves as a primary liaison and client service team.• Supports the manager in the daily management of the business.• Onboard new SMA/RIA Advisors in collaboration with client servicing team in US.• Complete daily and month end related tasks. -• Provide feedback for process improvements.• Develop and implement trade generation procedures. - SOP'• Help design and implement quality control measures to mitigate risks.• Manage and track custom request by client• Handling ad-hoc request for reporting and trade request.• Manage issue logs for all technical issues faced during trade generation and track for timely resolutions.Skills & Experience:• More than 5-8 years of experience in Hedge Fund Operation, Wealth Management or SMA Financial Operations. Good understanding of financial products and their market relevance.• Bachelor's Degree or Master's in Finance. CFA/CPA degree would be an addon advantage.• Knowledge of P&L Reconciliation and accounting.• Understanding of the front to end execution of Trade cycle.• Ability to interact with offshore offices independently.• Interface with Operations on trade booking, fail management, exception processing, and ad hoc queries.• Contribute to/create material to be used for discussions, presentations, and training.• Excellent Communication Skills and Good excel proficiency.Analytical skills: The candidate must be highly analytical with experience in using objective data to drive strategic recommendations. Experience of collecting, analysing, and synthesizing large data and complex data sets using commonly available tools (e.g., Excel, Access) is essential. Flexibility - the scope of the role is limited only by the capacity of the individual to add value. Flexibility of thought and a willingness to engage in a wide range of issues at all levels of detail will be vital.• Strong communication & interpersonal skills and ability to explain protocol and processes to the team.Compensation: Competitive and commensurate to experience + discretionary annual bonus.About 55ip: 55ip, a fully owned subsidiary of J.P Morgan Chase & Co., is an investment strategy engine that provides partner firms (financial advisors and wealth managers) the capabilities to build intelligent, custom models for their clients on white labeled software. 55ip's proprietary investment science addresses the three most common frictions that get in the way of client outcomes - taxes, high fees, extreme losses, while automating the entire investment management process so advisors save time to focus on growing and scaling their practices. 55ip's offices are in Boston, and Mumbai. More information is available at https://www.55-ip.comAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/15/2024 10:20 PM

USPB Client Operations Vice President - The Wealth Management VP is responsible for various processes within the life cycle of financial products. The individual will be expected to work in a large team environment supporting a variety of other areas within the firm such as Front Office, Product, Client Service, Transformation and other global operations teams. The successful candidate will be required to quickly learn, understand and support as needed the functions and services provided by Wealth Management to its clients. JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing and asset management. J.P. Morgan Asset & Wealth Management, with client assets of $2.5 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Core Responsibilities Manage exceptions arising as trades flow through multiple control checks Timely and accurate execution and verification of all instructions received from internal partners and global teams Process and assure completeness of all requests Respond promptly and accurately to Front Office requests Produce high quality performance and accuracy to best meet our client's needs and expectations Partner closely with other operations teams to ensure no downstream or upstream impact and all key stakeholders are in loop. Ensure adherence to all service level commitments, process controls, and escalation policies Work closely with teammates to maximize efficiency Proactively focus on issues and adjust rapidly to changes in the team, the market, or Wealth management to deliver sound recommendations for process improvement Engage with Business and Project teams on a regular basis to agree on Book of work and timelines. Chair regular senior level governance forums and ensure timely communication on all aspects including but not limited to Project Timelines, Capacity, up coming Tasks, etc Groom talent and provide career guidance and other support as needed. Key Skill Sets 12 - 15 years of relevant operations experience, including minimum of 5 years of people and team management experience. Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills Able to work independently with minimum supervision Strong Change mindset and ability to challenge the status quo Should have experience working on transformation project including Tactical and Strategic Experience in managing large teams and also Manager to people Manager Excellent verbal and written communication skills Strong Stakeholder Management Proficient in making presentations, scorecards and presenting data to senior stakeholders Volume analysis, capacity planning and HC assessment are an added advantage. Assume ownership and responsibility to accomplish goals Strong intellectual capacity for process improvements About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/15/2024 10:20 PM

This is a great opportunity to join the growing Exchange Traded Funds team with global exposures as a Capital Markets Specialist. This role is designed for individuals with a strong interest in financial markets, exchange-traded funds (ETFs), and capital market operations. You will be an integral part of the Capital Markets team and work closely with team members to support the execution and optimization of ETF trading strategies and contribute to the overall success of the ETF Capital Markets function spread across US, London and Hongkong.Job Responsibilities: Monitor daily trading activities like liquidity conditions, trading volumes and address any operational issues that may arise. Generate and distribute daily, weekly, and monthly reports on trade activity, settlements, and operational metrics. Work closely with tech partners on the automation projects to optimize the existing deliverables and new projects. Assist in the testing and implementation of new trading systems or enhancements to existing systems. Contribute to the preparation of materials for internal and external stakeholders. Assist in research of market microstructure, competitor ETFs, and relevant market trends. Generate reports on ETF trading performance, including execution metrics, tracking error, and other relevant key performance indicators. Participate in cross-functional projects to drive innovation and efficiency within the ETF Division. Work with broader product teams internally and assist in ETF registrations across different regions.Required qualifications, capabilities, and skills: More than 4 years of experience in Asset Management and Investment banking support Strong quantitative and analytical skills (including data analysis and ability to understand data flows) Basic knowledge of ETF mechanics, including the factors that drive ETF pricing, creation/redemption, liquidity and spreads, premiums and discounts, tax efficiency, etc. Proficient in MS Office (Excel, PowerPoint) Strong automation skills using VBA, SQL and Python Multi-asset knowledge including, equities, fixed income, derivatives (futures, swaps, etc.) and FX. Good Verbal and Written Communication skills Time management skills & ability to multi-taskPreferred qualifications, capabilities, and skills: B. Tech degree required. MBA, CFA or equivalent desirable Delivery focus and detail-orientation with strong commitment to accuracy Strong analytical skills with the ability and desire to break down complex problems and create effective solution. Experience on ETF Product Development and ETF Product StrategyAbout usJ.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. 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. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/19/2024 10:27 PM