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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Cleared Margin Client Service and Treasury Operations Representative

职能财务/会计
级别应届/初级
地点BOURNEMOUTH, DORSET, United Kingdom
方式现场办公
类型全职
发布3个月前
立即申请

必备技能

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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关于JPMorgan Chase

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+

员工数

New York City

总部位置

$500B

企业估值

评价

10条评价

3.8

10条评价

工作生活平衡

3.5

薪酬

4.0

企业文化

3.8

职业发展

3.2

管理层

2.8

68%

推荐率

优点

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

薪资范围

44个数据点

Analyst

Junior/L3

Mid/L4

Senior/L5

Analyst · Analyst, Investment Banking

6份报告

$126,500

年薪总额

基本工资

$110,000

股票

-

奖金

-

$103,500

$201,250

面试评价

4条评价

难度

3.0

/ 5

时长

14-28周

录用率

50%

体验

正面 25%

中性 75%

负面 0%

面试流程

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

常见问题

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study