Client Service Lead

Company	JPMorgan Chase & CoSee more
Address	New York, NY
Form of work	Full-Time
Category	Information Technology

Job description

DESCRIPTION:

Duties: Responsible for all operational aspects of North American clients trading in the EMEA, LATAM, and NA Synthetic Prime Equity Markets. Respond to sales and trading requests, book ad hoc crosses from external brokers, adjust spreads and margin, manage FX exposure on bookings, process dividend amendments and review withholding tax rates for each client. Responsible for EMEA, LATAM, and NA swaps for account management, trade support, prematching, settlements, cash processing, corporate actions, and front office trading, including equity finance, delta one, margin trading, dividend enhancement, and sales. Monitor outstanding swap cash flows. Advise on outstanding settlements and add value by providing detailed breakdowns and reset expertise. Partner with technology, including on the testing of releases, while working to enhance swap OMS to meet middle office needs and in turn provide clients with the highest level of service. Monitor terminating swaps and notify clients of upcoming terminating swaps. Partner with trade support teams in EMEA to ensure that trades are booked accurately for clients and in a timely manner. Monitor trends and partner internally to fix non-STP flow.

QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Business Administration, Finance, or a related field of study plus 7 years of experience in the job offered or as Client Service Manager, Funds Trade Support Analyst, Business Management Analyst, or related occupation.

Skills Required: Requires experience in the following: Equity Swap products, including EMEA, LATAM, and NA; Index & custom baskets; Mitigating risk of profit & loss; Bespoke swap preferences; Cross currency corporate actions and dividends; FX flow in EMEA and Latin American markets; Bespoke EMEA equity swap give up flow; Navigating and troubleshooting with Traiana Harmony; Analyzing financing spreads and benchmarks related trade discrepancies between trading desk and external clients; Reconciling equity swap lifecycle cash flows; Managing risks and controls of the team; Interacting and supporting large institutional and hedge fund clients; IRS regulation 871(m) for single stocks and index positions; Interpreting and explaining financial reports to clients; Multiple trading exchanges in EMEA for cross-listed securities, including London Stock Exchange, Xetra Trading Exchange, and Six Swiss Exchange; Risk awareness and requirements for settling EMEA trades; Bloomberg; and Markitwire.

Job Location: 383 Madison Avenue, New York, NY 10179. Telecommuting permitted up to 40% of the week.

Full-Time. Salary: $153,144 - $182,000 per year.

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.

JPMorgan Chase & Co., 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 and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

Refer code: 7779419. JPMorgan Chase & Co - The previous day - 2024-01-09 04:48