Responsible for supporting data management, client reporting, transaction processing, account maintenance, and problem resolution in a fast-paced environment.
Job Description
As a Margin & Collateral Analyst within the Commercial & Investment Bank, you will be responsible for supporting data management, client reporting, trade processes, and problem resolution. Your role will include performing product set-up, transaction processing, account maintenance, trade booking, and handling client inquiries. Inquiries are received via telephone, email, and CSX cases; while the volume of inquiries is relatively nominal, the complexity of the products requires a highly analytical team member.
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.
As a Margin & Collateral Analyst within the Commercial & Investment Bank, you will be responsible for supporting data management, client reporting, trade processes, and problem resolution. Your role will include performing product set-up, transaction processing, account maintenance, trade booking, and handling client inquiries. Inquiries are received via telephone, email, and CSX cases; while the volume of inquiries is relatively nominal, the complexity of the products requires a highly analytical team member.
Job Responsibilities
- Assist the Team Management in the oversight of the daily activities
- Support the Transaction Processing Manager through investigation, analysis, and provision of relevant data to resolve client queries as required
- Perform day-to-day operations of the Liquidity team which include trade booking, product set-up, client inquiries, adjustments, and reconciliations
- Identify issues, analyze problems, and provide viable solutions
- Possess ability to work under tight time constraints in a fast-paced environment
- Present to senior stakeholders when needed
- Learn complex products and functions across different regions
- Assist in preparing audit schedules, risk mitigation through uniform procedures covered by SAS70 or other reports
Required qualifications, capabilities, and skills
- Ability to communicate effectively and interact with individuals in and outside of the team
- Be a self-starter, with ability to work on own initiatives and to learn quickly
- Root cause analysis/problem resolution experience preferred.
- Ability to work under pressure in a volume driven environment
- Ability to be flexible, follow tight deadlines, organize, and prioritize work
- Ability to work quickly, with accuracy, and with minimum supervision
- Relevant financial industry experience
- Strong proficient in Microsoft Office products including Word, Excel and PowerPoint
Preferred qualifications, capabilities, and skills
- Bachelor's degree or equivalent
- Experience in root cause analysis and problem resolution
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
MS Office
PowerPoint
Word
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