Job Description
JD for Team Leader:
Incumbent will be part of Trade Services team of IMOS (Investment Middle Office Services) and will be responsible for clearing the trade exceptions for Securities, flawless delivery of process, completion of change management process & suggest process improvements. The candidate must have sound knowledge and experience in trade life cycle of securities transactions (Equities, Fixed Income, etc). Knowledge of trade-life cycle for ETD and/or OTC instruments would be beneficial.
Job Responsibilities:
- Managing all trade exceptions and handholding to closure
- BAU Execution to be best in class. Publishing of weekly KPI's & KRI's and to identify and track reasons for deviation from agreed levels. Ensure follow up for all ageing items
- Work with associates to ensure regular communication is maintained with partner locations
- Play a key role in Audit reviews and checks
- Assist in preparing and implementing Business Continuity Plans
- Processes research/investigations on appropriate systems to operations
- Explain product features and benefits
- The role/ position would require the candidate to work in North America (NA) / US shift
Qualifications/Experience:
- Must be able to work under pressure and make accurate decisions in stressful situations
- Client focused
- Good time management skills
- An appreciation of risk and quality issues
- Control Oriented
- Proactive, positive approach
- Able to grasp/learn concepts and procedures quickly
- Ability to work independently
- Problem solving skills
- Attention to detail
JD for Associate:
- End to End process responsibility and to be in control of End of day reports and critical intraday reports
- BAU Execution to be best in class. Publishing of weekly KPI's & KRI's
- Managing all Exceptions and handholding to closure
- Play a key role in Audit reviews and checks
- Assist in preparing and implementing Business Continuity Plans
- Review and improve on productivity benchmarks on ongoing basis
- Work with Senior Associate/VP to ensure regular communication with partner locations
- Processes research/investigations on appropriate systems to operations
- Explains product features and benefits
- Understands how products can solve customer problems
- Create strong resiliency & backups within the team
- Regular reviews of procedures assuring new processes are documented
- Identify business knowledge gaps and ensure everyone has ownership of deliverables
Main Duties and Responsibilities: -
The primary responsibility of this position is to manage the day to day Operations. The role/ position would require the candidate to work in North America (NA) / US shift and also assume the responsibilities of shift manager. The role involves close coordination and working with other client operations sites to ensure business goals and objectives are met.
Qualifictaions:
- Bachelor's degree
- Up to 8+ years of experience in a trade processing/fund accounting/custody environment
- Practical knowledge of the securities processing industry with basic knowledge of trade life cycle is essential
- Knowledge of trade-life cycle for ETD and/or OTC instruments would be beneficial
- Working knowledge of Excel is essential
- Good verbal and written communication skills
- Ability to prioritize multiple tasks and work under pressure in a deadline-oriented environment
- Client focused with ability to work in tight deadlines
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 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.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
