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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Cleared Margin Client Service and Treasury Operations Representative

직무재무/회계
경력신입/주니어
위치BOURNEMOUTH, DORSET, United Kingdom
근무오피스 출근
고용정규직
게시3개월 전
지원하기

필수 스킬

Excel

Join a dynamic team at J.P. Morgan, where you’ll play a key role in supporting global clients and optimizing margin and treasury operations in Futures & Derivatives Clearing – Global Equity Operations. Make an impact by driving process improvements and collaborating across international teams.

As a Cleared Margin Client Service and Treasury Operations Representative within Global Equity Operations, you will manage a range of tasks including settling margin values (Cash, Securities, Letters of Credit) with clients, cash funding, global non-cash collateral settlements, FX trade processing, reconciliation and break resolution, settling margin obligations at Central Counterparties and owning the full life cycle of the underlying securities trades of expired options and futures.

Job responsibilities

  • Manage and optimize client collateral and monitor its movement.
  • Answering of incoming margin settlement requests sent by clients, comparing them to JP Morgan's exposure and agreeing on the amount and type of asset to be moved.
  • Continue development of the Clearing Client Service offering.
  • Ensure timely settlement of trades with exchanges and clients. Timely follow up on any failed settlements.
  • Accurately fund exchange cash accounts and process client FX transactions.
  • Prevent client payments from resulting in deficits and follow up on counterparty issues.
  • Maintain a controlled environment by adhering to and updating operational procedures.
  • Report significant issues to management and respond quickly to internal inquiries. Support reconciliations, resolve discrepancies, and assist with reporting and root cause analysis.
  • Handle ad hoc management requests, operational investigations, and audit requirements.
  • Regularly review processes, suggest improvements, and implement enhancements. Participate in strategic STP initiatives and manage complex change requests.
  • Ensure full compliance with all control and educational requirements.

Required qualifications, capabilities and skills

  • Previous Operations experience of Futures and Options (Cleared & OTC) or similar background.
  • Working knowledge of client service, cash funding, global settlements & reconciliations.
  • Strong problem-solving & strategic thinking and should be able to develop solutions for clients and drive process improvements.
  • Should possess high accuracy & attention to detail, maintain precision and highly numerate, with strong proficiency in Excel and core systems.
  • Must possess strong communication skills, as the role involves detailed interactions across multiple lines of business and core processing areas.
  • Should be able to work methodically, adhering to strict deadlines and perform well under pressure.
  • Ability to proactively identify risks and confidently challenge stakeholders when controls may be compromised.
  • Should collaborate efficiently, support team goals, and foster a positive team environment.
  • Eager to learn, asks the right questions, and adapts to new challenges.
  • Take responsibility for mistakes, shares lessons learned, and embrace feedback for growth.
  • Strong analytical abilities and enthusiasm for digital automation tools.

Preferred qualifications, capabilities and skills

  • Experience with global margin settlements and multi-currency operations.
  • Familiarity with regulatory reporting and compliance requirements.
  • Exposure to process improvement and strategic project initiatives.
  • Ability to manage complex change requests within derivatives operations.
  • Experience supporting audit and operational investigations.
  • Knowledge of digital automation tools such as Alteryx.
  • Experience working with global teams across multiple locations.

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JPMorgan Chase 소개

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

직원 수

New York City

본사 위치

$500B

기업 가치

리뷰

10개 리뷰

3.8

10개 리뷰

워라밸

3.5

보상

4.0

문화

3.8

커리어

3.2

경영진

2.8

68%

지인 추천률

장점

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

단점

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

연봉 정보

44개 데이터

Analyst

Junior/L3

Mid/L4

Senior/L5

Analyst · Analyst, Investment Banking

6개 리포트

$126,500

총 연봉

기본급

$110,000

주식

-

보너스

-

$103,500

$201,250

면접 후기

후기 4개

난이도

3.0

/ 5

소요 기간

14-28주

합격률

50%

경험

긍정 25%

보통 75%

부정 0%

면접 과정

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

자주 나오는 질문

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study