Are you ready to make an impact in a dynamic, global environment? Join our Markets Asset Services team and help shape the future of asset servicing. Here, you will have the opportunity to grow your career, develop your skills, and work alongside talented professionals who are passionate about delivering first-class client experiences. Your expertise will contribute to our commitment to risk management, process efficiency, and operational excellence.
As an Trading Services Associate in Securities Operations within Markets Asset Services, you play a vital role in managing and processing corporate action events that affect both client and firm securities holdings. You will collaborate with internal teams, custodians, and clients to minimize risk and ensure compliance with firm standards. In this role, you will ensure accurate and timely communication, instruction, and settlement for a variety of voluntary and mandatory events, such as dividends, mergers, tender offers, and rights issues. You will be part of a global team that values innovation, efficiency, and a client-centric approach.
Markets Asset Services operates across nine global locations, supporting both Markets and Wealth Management businesses. The team specializes in asset servicing, including corporate actions, income processing, dividend reinvestments, proxy voting, and class actions. We emphasize risk control, process efficiency, and delivering exceptional service to our clients.
Job responsibilities:
- Monitor, interpret, and process a wide range of corporate action events for client portfolios, ensuring accuracy and timeliness
- Review and validate event details from custodians, agents, and market sources
- Communicate event information and available options to clients clearly and promptly
- Capture and process client instructions for voluntary events, ensuring all deadlines and requirements are met
- Reconcile entitlements and payments, investigating and resolving any discrepancies
- Collaborate with internal teams, including trading, middle office, and settlements, to ensure seamless event processing
- Maintain comprehensive records and documentation to support audit and compliance requirements
- Identify opportunities for process improvement and contribute to automation and efficiency initiatives
- Ensure strict adherence to regulatory requirements and internal policies
- Support risk management by escalating issues and exceptions as appropriate
Required qualifications, capabilities, and skills:
- Demonstrated experience in asset servicing, securities operations, or a related financial services role
- Strong attention to detail and ability to interpret complex corporate action events
- Excellent communication skills, with the ability to convey information clearly to clients and colleagues
- Proven ability to manage multiple tasks and meet tight deadlines in a fast-paced environment
- Solid analytical and problem-solving skills, with a focus on resolving discrepancies and ensuring accuracy
- Proficiency in using relevant financial systems and tools for event processing and reconciliation
- Commitment to maintaining compliance with regulatory requirements and internal standards
- Ability to work collaboratively within a global team and build effective relationships across functions with high level of integrity and professionalism in handling sensitive information
- Experience supporting risk management and escalation processes
- Bachelor’s degree in finance, business, or a related field
Preferred qualifications, capabilities, and skills:
- Experience with process automation or efficiency initiatives in asset servicing
- Familiarity with global markets and cross-border corporate action events
- Advanced proficiency in data analysis and reconciliation tools
- Strong organizational skills and ability to adapt to changing priorities
- Experience working directly with clients in a service-oriented environment
- Knowledge of regulatory requirements related to securities operations
- Professional certification in securities or financial operations is a plus (Series 99)
About Us
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
- Demonstrated experience in asset servicing, securities operations, or a related financial services role
- Strong attention to detail and ability to interpret complex corporate action events
- Excellent communication skills for conveying event information to clients and colleagues
- Proven ability to manage multiple tasks and meet tight deadlines in a fast-paced environment
- Solid analytical and problem-solving skills for resolving discrepancies and ensuring accuracy
- Proficiency in using relevant financial systems and tools for event processing and reconciliation
- Commitment to maintaining compliance with regulatory requirements and internal standards
- Ability to work collaboratively within a global team and handle sensitive information professionally
- Experience supporting risk management and escalation processes
- Bachelor's degree in finance, business, or a related field
- Experience with process automation or efficiency initiatives in asset servicing
- Familiarity with global markets and cross-border corporate action events
- Advanced proficiency in data analysis and reconciliation tools
- Experience working directly with clients in a service-oriented environment
- Knowledge of regulatory requirements related to securities operations
- Professional certification in securities or financial operations (Series 99)
- Strong organizational skills and adaptability to changing priorities
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 — 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.
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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.
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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
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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