The Associate I in Special Equities Trade Support will manage client accounts, handle trade monitoring, ensure DTC accuracy, and support settlements, while engaging in client communications and UAT.
Job Description
J.P. Morgan's Special Equity Business is a complex business, supporting clients' needs in private and public dealings.
As a Special Equity Associate within the Trade Support team, you will be responsible for all operational aspects of the trade life cycle. This includes account management, resolution of client inquiries, ensuring accurate DTC activity/data, trade monitoring, allocation, and reconciliation. The team ensures timely and accurate settlement of corporate trading programs, including Rule 144, DWACs, Corporate Buy Backs, Restricted Stock, Special Stock Programs and Private Investments. You will perform UAT, Controls, Trade Support and Client Service. There will be extensive client interaction & therefore communication and partnership skills are important.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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
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.
J.P. Morgan's Special Equity Business is a complex business, supporting clients' needs in private and public dealings.
As a Special Equity Associate within the Trade Support team, you will be responsible for all operational aspects of the trade life cycle. This includes account management, resolution of client inquiries, ensuring accurate DTC activity/data, trade monitoring, allocation, and reconciliation. The team ensures timely and accurate settlement of corporate trading programs, including Rule 144, DWACs, Corporate Buy Backs, Restricted Stock, Special Stock Programs and Private Investments. You will perform UAT, Controls, Trade Support and Client Service. There will be extensive client interaction & therefore communication and partnership skills are important.
Job responsibilities
- Provide Client Account management
- Request payments as needed and liaise closely with the Settlement Team
- Book & Allocate Trades and update Pricing , working closely with Front Office Sales' Teams
- Complete cash and share settlements - DWACS, DRS, FOP, DVP
- Provide fails reconciliation, Corporate Action Monitoring, Position Management
- Participate in Sales & Trading Calls to provide operational subject matter expertise for new deals
- Partner with Product Control on Pricing and New Deal Activity
- Participate in New Business Initiatives, collaborate with Technology and perform UAT
Required qualifications, capabilities, and skills
- Bachelor's Degree
- 4 years experience in Finance Industry
- Proficient in excel
Preferred qualifications, capabilities, and skills
- Equity Settlement Experience
- Middle Office Experience
- VBA, Python
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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
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
Excel
Python
VBA
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