Investment Operations Analyst
IT, Operations
midlothian, uk
Are you ready to make a direct impact at the heart of the investment lifecycle? As an Investment Operations Analyst in Edinburgh at JPMorgan Chase’s International Private Bank, you will play a pivotal role in supporting the end-to-end transaction process and driving new initiatives. A core part of the role is embracing and leveraging new AI tools to improve how we work—making processes faster, more accurate, and more scalable, while strengthening risk and control. Join our inclusive and innovative team, where your ideas and contribution are valued, and you are empowered to grow professionally. This is your opportunity to thrive in a fast-paced environment, contribute to strategic projects, and build a rewarding career in investment operations.
As an Investment Operations Analyst within our operations team, you will be at the centre of the operating model that supports our investment activity—ensuring the seamless execution, settlement, and administration of a broad spectrum of financial products. We have multiple open roles across a number of different teams within Investment Operations, offering opportunities to align to areas covering Alternatives, Mutual Funds, Equities, Fixed Income, FX, Derivatives, and Regulatory Reporting. You will collaborate with cross-functional teams including investors, trading groups, client service teams, other operational groups as well as technology partners to deliver outcomes that have a real impact for our clients, support process improvements, and uphold the highest standards of accuracy and client service. In this role, you will develop your analytical skills, contribute to a culture of innovation and teamwork, and develop a broad understanding of the investment lifecycle with the opportunity of rotating through a variety of functions in your early career with us.
Job Responsibilities
- Provide operational support across product channels and lifecycle activities, which may include trade support, confirmations, settlements, cash processing, asset transfers, corporate actions, reconciliations and reporting
- Monitor daily workflows and identify changes, breaks, and gaps in operational processes to ensure timely and accurate completion of activities
- Drive continuous improvement initiatives, including process standardization, controls enhancement, and operational risk reduction across end-to-end touchpoints
- Ensure accurate and timely escalation and resolution of inquiries, exceptions, and client-impacting issues
- Address ad hoc queries from front office, technology, finance, custodians, brokers, fund administrators, and other internal/external stakeholders
- Assist with audits, compliance reviews, and regulatory or internal reporting requirements, maintaining strong governance and documentation standards
- Collaborate with business, technology, and operations partners to support requirements gathering, testing, and implementation for future enhancements, products, and control improvements
- Learn and adopt approved AI tools and new technologies to enhance operational services—improving efficiency, accuracy, and client outcomes while maintaining strong controls, governance, and data discipline
Required Qualifications, Capabilities, and Skills
- Entry-level role - no prior experience required
- Strong written and verbal communication skills with working proficiency in English
- Proficiency in Excel and comfort working with data (e.g., organizing, validating, reconciling, and reporting) with the ability to learn new systems quickly
- Highly disciplined self-starter with strong organizational skills
- Intellectually curious with an attention to detail
- Team player with a strong work ethic, professionalism, a continuous improvement mindset and an ability to collaborate across global teams
- Ability to prioritize tasks, take initiative, and meet deadlines in a fast-paced environment
- Naturally curious and passionate about learning new skills and enjoy continuously improving processes through initiative, experimentation, through partnership with others
Preferred Qualifications, Capabilities, and Skills
- Interest in financial markets and the investment lifecycle across products such as Alternatives, Mutual Funds, Equities, Fixed Income, FX, and Derivatives
- Exposure to data analytics, automation, and reporting tools (e.g., Alteryx, Tableau, Python)
- Demonstrated interest to AI-enabled tooling or automation approaches (e.g., prompt-based assistants, workflow orchestration)
- Experience in operations, finance, or a related environment
J.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.
J.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.
Promote strategic projects, grow professionally, and build a rewarding career in a dynamic investment operations environment.
