Structured Investments Distribution and Marketing Middle Office - Vice President

📌 Core Information

🔹 Job Title: Structured Investments Distribution and Marketing Middle Office - Vice President

🔹 Company: JPMorgan Chase & Co.

🔹 Location: New York, New York, United States

🔹 Job Type: Full time

🔹 Category: Financial Services

🔹 Date Posted: May 14, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Supporting Equity Derivative Structured Products Desks in North America
• Facilitating trade bookings, validating economic integrity, and ensuring settlement
• Providing pre-trade approvals and onboarding clients correctly
• Preparing calculations for expiries, coupons, physical pay-offs, and drafting fixing notices
• Driving down manual work per trade, reducing costs, and improving daily processes

ASSUMPTION: This role requires a strong understanding of structured products and their trading processes. Candidates should be comfortable working in a fast-paced, dynamic environment and have a keen eye for detail.

📋 Key Responsibilities

✅ Supporting the Equity Derivative Structured Products Desks in North America, covering sales and trading for exotic business lines

✅ Facilitating trade bookings, validating economic integrity, ensuring settlement, and completing client setup

✅ Providing pre-trade approvals, onboarding clients correctly, and completing pre-trade formalities

✅ Preparing calculations for expiries, coupons, physical pay-offs, and drafting fixing notices using term sheets and models

✅ Capturing trades into various front office systems and working on projects to reduce manual labor and increase controls

✅ Identifying and implementing efforts to drive down manual work per trade and reduce costs within the middle office

✅ Driving the future state of the Structured Products business by improving daily processes and assisting in new business activities

ASSUMPTION: This role involves a mix of operational tasks, process improvement, and project work. Strong organizational skills and the ability to multitask are essential.

🎯 Required Qualifications

Education: Bachelor's degree in Finance, Economics, Mathematics, or a related field

Experience: 5-10 years of experience in structured products, with a focus on equity derivatives

Required Skills:

• Excellent product knowledge on Structured Products across various asset classes
• Experience in structured trade calculations and familiarity with Bloomberg and Excel models
• Understanding of booking flows from FO risk systems to full product lifecycle management and settlement
• Exceptional attention to detail and a control mindset
• Strong time management skills and ability to prioritize effectively under pressure
• Team player capable of building effective business relationships across the organization
• Proactive approach to problem-solving with root cause analysis and ownership of resolutions
• Flexibility for early start times and late finishing times as needed

Preferred Skills:

• Background in reducing manual tasks and increasing operational efficiency
• Knowledge of JPMorganChase low-cost centers and cost-reduction strategies
• Experience in driving new business activities and process improvements

ASSUMPTION: Candidates should have a solid foundation in structured products and be comfortable working with complex financial instruments. Previous experience in a middle office role within an investment bank is highly desirable.

💰 Compensation & Benefits

Salary Range: $150,000 - $250,000 per year (Based on industry standards for a Vice President level role in New York City)

Benefits:

• Competitive health, dental, and vision insurance
• 401(k) plan with company match
• Generous paid time off and holiday schedule
• Tuition assistance and professional development opportunities
• Employee discounts on various products and services

Working Hours: Full-time position with core hours of 9:00 AM - 5:00 PM EST. Occasional early starts and late finishes may be required to support global trading activities.

ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and skills. Benefits are subject to change and may vary based on the candidate's employment status and location.

📌 Applicant Insights

🔍 Company Context

Industry: JPMorgan Chase is a global leader in financial services, offering a wide range of products and services to consumers, corporations, institutions, governments, and governments worldwide.

Company Size: JPMorgan Chase is a large corporation with over 10,000 employees globally. This size offers opportunities for career growth and exposure to diverse teams and projects.

Founded: JPMorgan Chase was founded in 1799 and has a rich history in the financial services industry.

Company Description:

• JPMorgan Chase is a global leader in structuring, trading, and marketing securitized derivatives
• The company offers a wide range of asset classes, including equities, credit, interest rates, currencies, commodities, funds, and alternative investments
• JPMorgan Chase is known for its innovative, expert, and client-focused approach to financial services

Company Specialties:

• Consumer & Community Banking
• Corporate and Investment Bank
• Asset Management
• Private Banking
• Commercial Banking

Company Website: http://www.jpmorganchase.com

ASSUMPTION: JPMorgan Chase is a well-established and respected financial institution with a strong global presence. Candidates can expect a challenging and rewarding work environment with opportunities for professional growth and development.

📊 Role Analysis

Career Level: This role is at the Vice President level, indicating significant experience and responsibility within the organization.

Reporting Structure: The role reports directly to the Head of Trading Services within the Structured Investments group.

Work Arrangement: This is an on-site role based in New York, New York. Occasional remote work may be possible, but the role requires regular on-site presence.

Growth Opportunities:

• Exposure to various asset classes and trading desks within the Structured Investments group
• Potential to take on more responsibility and advance to a Director or Managing Director level
• Opportunities to work on high-profile projects and transactions

ASSUMPTION: This role offers a unique opportunity to gain valuable insights into investment bank operations across a wide range of asset classes. Candidates can expect to work closely with various teams and stakeholders, both internally and externally.

🌍 Location & Work Environment

Office Type: JPMorgan Chase's New York office is a modern, collaborative workspace with state-of-the-art technology and amenities.

Office Location(s): 270 Park Avenue, New York, NY 10017-2014, US

Geographic Context:

• New York City is a major global financial hub with a vibrant and dynamic business environment
• The office is located in Midtown Manhattan, close to public transportation and various amenities
• The city offers a wide range of cultural, entertainment, and dining options

Work Schedule: The work schedule is typically Monday through Friday, with core hours of 9:00 AM - 5:00 PM EST. Occasional early starts and late finishes may be required to support global trading activities.

ASSUMPTION: The work environment at JPMorgan Chase is fast-paced, collaborative, and data-driven. Candidates should be comfortable working in a high-pressure environment and be able to manage multiple priorities effectively.

💼 Interview & Application Insights

Typical Process:

• Online application and resume screening
• Phone or video screen with a member of the HR team
• On-site interview with the hiring manager and team members
• Final round interview with senior leadership

Key Assessment Areas:

• Technical knowledge of structured products and trading processes
• Problem-solving skills and ability to work under pressure
• Communication and interpersonal skills
• Cultural fit and alignment with JPMorgan Chase's values

Application Tips:

• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Demonstrate your understanding of structured products and trading processes in your application materials
• Prepare for behavioral and technical interview questions that focus on your problem-solving skills and experience

ATS Keywords: Structured Products, Equity Derivatives, Trade Calculations, Bloomberg, Excel Models, Booking Flows, Attention to Detail, Time Management, Team Player, Problem-Solving, Operational Efficiency, Cost-Reduction Strategies, Process Improvements

ASSUMPTION: The interview process at JPMorgan Chase is comprehensive and designed to assess the candidate's technical skills, problem-solving abilities, and cultural fit. Candidates should be prepared to discuss their experience and accomplishments in detail and provide specific examples of their work.

🛠️ Tools & Technologies

• Bloomberg Terminal
• Excel
• Various front office systems (e.g., Tradeweb, Traiana, etc.)

ASSUMPTION: Candidates should be comfortable working with financial modeling software, such as Bloomberg and Excel, and have experience using various front office systems for trade capture and management.

👔 Cultural Fit Considerations

Company Values:

• Putting Clients First
• Living Our Values
• Commitment to Diversity, Equity, and Inclusion
• Acting with Integrity
• Fostering a Collaborative Environment

Work Style:

• Data-driven and analytical approach to problem-solving
• Strong attention to detail and focus on accuracy
• Ability to work independently and in a team environment
• Adaptability and flexibility in a fast-paced, dynamic work environment

Self-Assessment Questions:

• Do you have a strong understanding of structured products and trading processes?
• Are you comfortable working in a high-pressure environment and managing multiple priorities effectively?
• Do you have a collaborative work style and the ability to build effective business relationships?

ASSUMPTION: JPMorgan Chase values candidates who are passionate about driving programmatic media solutions for talent attraction and have a strategic mindset. Candidates should be comfortable working in a dynamic, fast-paced environment and be able to manage multiple priorities effectively.

⚠️ Potential Challenges

• The role requires a strong understanding of structured products and trading processes, which may have a steep learning curve for candidates new to the industry
• The work environment is fast-paced and high-pressure, which may be challenging for candidates who prefer a more laid-back work environment
• The role may require occasional early starts and late finishes to support global trading activities, which may impact work-life balance
• The role is based in New York City, which has a high cost of living compared to other cities in the United States

ASSUMPTION: Candidates should carefully consider their personal and professional goals before applying for this role. While the position offers unique opportunities for career growth and development, it also presents challenges that may not be suitable for all candidates.

📈 Similar Roles Comparison

• This role is unique in its focus on the middle office within the Structured Investments group at JPMorgan Chase. Similar roles may be found in other investment banks or financial services firms, but the specific responsibilities and work environment may vary
• Structured products are a specialized area within the financial services industry, and candidates should have a strong understanding of the asset classes and trading processes involved
• Career progression in this role may lead to opportunities in other areas of the Structured Investments group or within the broader investment bank

ASSUMPTION: Candidates should research similar roles in the industry to gain a better understanding of the unique aspects of this position and how it compares to other opportunities in the financial services sector.

📝 Sample Projects

• Developing and implementing a new trade capture system to reduce manual labor and increase controls
• Streamlining the client onboarding process to improve efficiency and reduce errors
• Analyzing trade data to identify trends and opportunities for cost savings and process improvement

ASSUMPTION: These sample projects are intended to illustrate the types of initiatives candidates may work on in this role. The specific projects and responsibilities may vary depending on the candidate's experience and the organization's priorities.

❓ Key Questions to Ask During Interview

• Can you describe the team structure and dynamics within the Structured Investments group?
• How does this role contribute to the overall success of the Structured Products business, and what are the key priorities for the first 90 days?
• What are the most challenging aspects of this role, and how can I best prepare to succeed in this environment?
• What opportunities are there for career growth and development within the Structured Investments group and the broader investment bank?
• How does JPMorgan Chase support work-life balance for employees in this role?

ASSUMPTION: These key questions are designed to help candidates better understand the role, the team, and the organization. Candidates should tailor their questions to their specific interests and concerns, and be prepared to ask thoughtful and insightful questions throughout the interview process.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant experience and skills for this role
• Prepare for behavioral and technical interview questions that focus on your problem-solving skills and experience
• Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.