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Associate I - Asset Services Income & Corporate Actions
entry · Asset Management
The Markets Asset Servicing Team is responsible for the processing of global income and Corporate Actions events across multiple securities types, including equities and fixed income products held by the firm and its Prime Brokerage clients. Team members work closely with trading desks, middle office, finance teams, and settlements, gaining insight into other operations and a high-level understanding of J.P. Morgan’s diverse product range.
As an Associate I - Team Lead within the Markets Asset Servicing Team, you will coordinate day-to-day operations, support junior team members, and act as a point of contact for operational queries. You will be able to expand your knowledge with leadership responsibilities and develop your management skills further. You will have the opportunity to collaborate with different lines of business, build comprehensive product knowledge, and develop valuable relationships across the organization.
Job Responsibilities
- Coordinate daily processing of Dividends, Coupons, and Corporate Action events (voluntary and mandatory) for assigned markets and securities types, ensuring accuracy and timeliness
- Act as a point of contact for junior team members, providing support and guidance on operational tasks
- Escalate complex issues to management and assist in resolving operational challenges
- Ensure accuracy in regulatory reporting and daily controls
- Assist in producing operational metrics and reports for management
- Support cash and stock break management, investigating and resolving discrepancies
- Contribute to process improvement initiatives and suggest more efficient methods
- Liaise with Front and Middle Offices, Depositories, Global Custodians, and market counterparties as needed
- Maintain awareness of risk policies and procedures, ensuring adherence to escalation protocols
- Foster a collaborative and supportive team environment
Required qualifications, capabilities and skills
- Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or equivalent work experience
- Understanding of the transaction/trade lifecycle
- Strong attention to detail and risk awareness
- Good problem-solving and communication skills
- Proficiency in Microsoft Office (especially Excel)
- Series 99 license required, you must acquire the Series 99 certification within the first 120 days
- Eagerness to learn, adapt, and develop leadership skills
Preferred qualifications, capabilities and skills
- 1–3 years of experience in asset servicing or securities operations preferred.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Please note this role is not eligible for employer immigration sponsorship.