Agency Securities Finance - Associate

Posted 6 Hours Ago
Be an Early Applicant
Bournemouth, Dorset, England, GBR
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage onboarding and account changes for agency securities finance clients, including tax and regulatory requirements, settlement instruction updates, stock transitions, reconciliations, and issue resolution. The role coordinates with relationship managers, implementation teams, tax operations, clients, and global internal stakeholders. Responsibilities include managing processes end to end, maintaining controls, meeting time-sensitive market deadlines, communicating clearly, and building strong client relationships.
Summary Generated by Built In

Join our collaborative team and bring clear communication, thoughtful prioritization, and teamwork. 

As an Associate in Agency Securities Finance team, you will collaborate with your team and stakeholders to on board incremental and new business into the Lending programme, and manage the tax and regulatory requirements of the accounts our clients lend from. Partnering with a wide network of internal and external stakeholders, you will cover multiple different process, in a controls orientated environment. You’ll have opportunities to learn, manage processes, and see your impact across the team.

Job responsibilities

  • Review inbound requests from Relationship managers, implementations and our tax operations colleagues. 
  • Plan and communicate changes to clients safekeeping accounts within the guardrails controls and regulations set by the systems and client requirements. 
  • Manage each onboarding or change from end to end.
  • Perform standard settlement instruction changes, communicate clearly and transitions stock, reconciling at every step.
  • Collaborate closely with Relationship Managers, Implementations, Tax operations, and internal teams Globally.
  • Handle queries communicating clearly and constructively.
  • Build strong client relationships and partner with relationship managers to meet and manage client expectations.

Required qualifications, capabilities, and skills

  • Strong attention to detail with a commitment to accuracy.
  • Good analytical and problem‑solving skills.
  • Clear, confident communication and strong interpersonal skills; a collaborative team player.
  • Ability to prioritize and organize work to meet time‑sensitive market deadlines.
  • Ability to work independently with appropriate support and to escalate issues proactively.
  • Proven diligence in a fast‑moving environment, delivering high standards of service quality.

Preferred qualifications, capabilities, and skills

  • Capacity to think laterally and understand the big picture.
  • Experience in the financial industry.
  • Experience within an investment banking environment.
  • Technical understanding or securities products.
About 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’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. 

Skills Required

  • Strong attention to detail and commitment to accuracy
  • Good analytical and problem-solving skills
  • Clear, confident communication and strong interpersonal skills
  • Collaborative team-player approach
  • Ability to prioritize and organize work to meet time-sensitive market deadlines
  • Ability to work independently, obtain appropriate support, and escalate issues proactively
  • Proven diligence in a fast-moving environment while delivering high service quality
  • Ability to think laterally and understand the big picture
  • Experience in the financial industry
  • Experience within an investment banking environment
  • Technical understanding of securities products

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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