As an Associate in Cash Equities Middle Office, manage operational support for client transactions, resolve issues, and ensure compliance, while enhancing client relationships.
Job Description
Welcome to JPMorgan Chase. Are you an analytical thinker, passionate about problem solving, loves interacting with different sets of people in your job? Then, You have found the right team.
As an Associate in our APAC Cash Equities Middle Office team, you will be a part of a process group that comprises of business-aligned support teams for the sales activities in Asia across Single Stocks, Program Trading, and Electronic Client Solutions. The business covers global flows for Asian clients. Trade Support team manage the market risk activity supporting Agency as well as Principal trading while the Client Services team is responsible for supporting client activity from an operational perspective and maintaining stringent controls in daily sales activities. You will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals. Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward. This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
About Us
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.
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 Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Welcome to JPMorgan Chase. Are you an analytical thinker, passionate about problem solving, loves interacting with different sets of people in your job? Then, You have found the right team.
As an Associate in our APAC Cash Equities Middle Office team, you will be a part of a process group that comprises of business-aligned support teams for the sales activities in Asia across Single Stocks, Program Trading, and Electronic Client Solutions. The business covers global flows for Asian clients. Trade Support team manage the market risk activity supporting Agency as well as Principal trading while the Client Services team is responsible for supporting client activity from an operational perspective and maintaining stringent controls in daily sales activities. You will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals. Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward. This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.
Job responsibilities
- Act as the first point of contact for clients & Front office on all operational issues including allocation, pre-match, settlement and post settlement events.
- Perform reconciliations between front office, middle office and back office systems to ensure data capture accuracy and completeness.
- Ensure all transactions are correctly captured in booking systems, risk management and downstream systems and escalate issues for any urgent matters or assistance
- Work closely with client, Settlements and other third party institutions to settle client trades.
- Produce time sensitive reports with actionable data to Front Office, Middle Office or Back Office for break resolutions and detailed business control metrics to management on a daily basis
- Liaise with client onboarding and reference data team to setup accounts internally
- Liaise with trade support team to identify and fix exceptions.
- Ensure the Sales and Trading are in compliance with rules and regulations in various local jurisdictions.
- Participate continuously in projects involving new product rollout, new system implementation, process improvements & perform root cause analyses on new issues or
control gaps - Take ownership of work, problems, clarify issues / objections, and ensure data integrity, accuracy and completeness
Required qualifications, capabilities, and skills
- Minimum 5 years of working experience in Middle office role in Client Service / Trade Support / Cash Equity / Derivatives Trade Support
- Excellent communication skills; fluency in English required. Individual should have been in a role that required daily and extensive communication directly with FO Sales & Marketing groups
- Knowledge of Equities, Bonds, and Equity Swap products and relevant process flows is necessary
- Understand the key elements of other infrastructure groups (i.e. Finance, Market risk, Credit risk, Operational risk, Legal, Collateral etc.) and recognize the impact of the actions of the Trade support team on these areas
- Must be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
- Strong leadership skills with the ability to take ownership and responsibility
- Great team player able to work in a pressurized and changing environment
- Ability to drive and manage global initiatives and projects driven by the business, industry or operations
- Strong analytical and problem-solving skills, including the ability to understand the external client's perspective when applying solutions
- Strong organizational and prioritization skills
- Strong technical skills, especially in Excel
Preferred qualifications, capabilities, and skills
- Familiarity with modern skills of the future tools such as Alteryx, Tableau, PowerBi
- Technical skills such as VBA is a plus
- In-depth experience with equity products and global markets, including rules and regulations familiarity preferred
- Derivatives Regulatory knowledge is a plus, i.e. Dodd Frank, EMIR
About Us
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.
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 Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Alteryx
Excel
Power BI
Tableau
VBA
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