As a Stock Borrow/Loan Middle Office Analyst within JPMorganChase, you will be play a pivotal role in facilitating and controlling the end-to-end lifecycle of Equity Borrow/Loan activity in North America. You will partner closely with Front Office, clients, and external counterparties to ensure timely trade processing, accurate collateral management, effective exception resolution, and adherence to regulatory and internal control requirements. Your core responsibilities include regulatory reporting support, client onboarding coordination, collateral (cash and securities) management, reconciliations, and oversight of trade lifecycle-related cash flows and breaks.
- Perform daily collateral and exposure monitoring, ensuring appropriate margining and timely calls/returns.
- Support end-to-end processing for equity borrow/loan transactions, including settlements, rate changes, corporate action impacts, and lifecycle events.
- Investigate and resolve trade exceptions, breaks, and cash/stock discrepancies; maintain strong ownership of key reconciliations and controls.
- Act as a day-to-day point of contact for Front Office, clients, and external counterparties; escalate issues appropriately and proactively.
- Support regulatory reporting and ongoing control obligations, ensuring accurate, complete, and timely deliverables.
- Partner with KYC, Legal, Credit, and internal stakeholders to support new and incremental client onboarding and maintenance activities.
- Produce daily/weekly metrics for key risk indicators (KRIs) and performance measures; provide clear updates to management.
- Identify opportunities to improve controls, reduce operational risk, and increase efficiency through standardization and use of digital/automation tools.
- Strong attention to detail with a high degree of accuracy in numeric and process-driven work
- Clear, professional communication skills with the ability to build effective relationships across diverse internal and external partners
- Ability to prioritize and deliver under tight deadlines in a fast-paced environment
- Strong analytical and problem-solving skills, including root-cause analysis for breaks/exceptions
- Collaborative, team-oriented mindset with accountability and a proactive approach to issue ownership
- An understanding of how Operations/Middle Office partners with trading, risk, legal, credit, and controls functions
- Demonstrated commitment to operating within policies, controls, regulatory requirements, and escalation protocols
- Proficiency in Microsoft Excel, comfort with data analytics and operational tooling (or strong willingness to learn)
- Previous experience in Finance industry (operations roles) is preferred
Availability to work from 8am to 6pm, with certain days going until 7pm based on daily volumes.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Strong attention to detail and accuracy in numeric and process-driven work
- Clear, professional communication skills and ability to build relationships with internal and external partners
- Ability to prioritize and deliver under tight deadlines in a fast-paced environment
- Strong analytical and problem-solving skills, including root-cause analysis for breaks and exceptions
- Collaborative, team-oriented mindset with accountability and proactive issue ownership
- Understanding of how Operations and Middle Office partner with trading, risk, legal, credit, and controls functions
- Commitment to operating within policies, controls, regulatory requirements, and escalation protocols
- Proficiency in Microsoft Excel and comfort with data analytics and operational tooling
- Previous experience in finance industry operations roles
- Availability to work from 8 a.m. to 6 p.m., with some days extending to 7 p.m.
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.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
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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