Equity Derivatives Client Support

JPMorgan Chase is a leading global financial services firm with assets of $2 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. The firm serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients.
 
Our Structured Products cover the full range of asset classes, including equities, credit, interest rates, currencies, commodities, funds and alternative investments.
These investments can provide different levels of principal protection, asset linked coupons, opportunities to hedge or diversify risk, access to markets that may be inaccessible and management of credit exposure. Our Notes, Certificates and Warrants are purchased by clients in locations across Europe and the Middle East including Switzerland, Austria, Germany, Italy, Luxembourg, UK and Scandinavia.
 
The role provides the opportunity to gain invaluable insights into Investment Bank Middle Office operations and related systems across a wide range of asset classes, with unique exposure to Front, Middle and Back Office teams and external agents. The successful candidate will be part of a team delivering Client support for the Equity Derivatives marketing business (Retail Derivative Products). The primary functions will focus on day to day interaction, facilitation and execution (pre/post) for client related activity.
 
The successful candidate will be employed as a Marketing Assistant. The role will have extensive client interaction as well as opportunity to develop a deep understanding of products, internal systems, processes and support teams. Candidates will need to have a clear understanding of trade flow management. Knowledge of the confirmation, settlement, P&L process would be advantageous.  Additionally, the marketing support/client service agenda is challenging and evolving as new products and systems develop. Candidates will be expected to play key roles in developing new process and opportunities.
 
Role & Responsibilities:
 
This role will involve daily interaction with clients, middle office & operations groups globally as well as frequent interaction with technology and project delivery teams.  Primary responsibility will be the day to day management coordinating all aspects of Operations Service delivery to the client including:
 
Responsible for managing and maintaining client BAU activity, (mainly T based)
Ensure and co-ordinate with down stream teams that all T+1 Client Exception Capture / Matching and trade input is captured
Fully own the relationship with counterparts/ exchanges etc
Trade event management (default, corporate action)
Liaise with operations teams for management of  Confirmation/Settlement Exceptions
Ensuring that all reconciliations and controls are cleared with no outstanding in a timely manner
Maintain key client facing support surrounding all outstanding activity
Acting as escalation point for any service issues
Fully understand and communicate with client surrounding client reporting/statements
Partner with client to understand business and service needs
Validate client requirements vs service offered and implement support processes.
Develop automation solutions that support the client
Ensure all operational and tech issues are logged, monitored and progressed, with responsibilities and ownership cross location and cross product
Roll out functionality that promotes STP in capture of client information
Manage maintenance of client service / reporting tools and UAT
Maximise client leverage of self-service tools
Work closely with the Business (Desk Heads, Global and Regional Business Managers) to understand new business requirements and work towards delivering sustainable solutions
Work closely with Middle office managers to coordinate control framework review and procedures resulting from new business & regulatory demandsMandatory Qualities
 

Degree Educated

Derivatives product experience specifically operations

Client or IB middle office experience preferred

Understand Derivative confirmations and settlements
 
Desirable Qualities/Competencies
 

Builds Customer Loyalty & Confidence:
 

Responsive and value adding

Delivery orientated and closes issues

Sound Judgement

Demonstrates Client Empathy:
 

Knowledgeable

Understands the business and the clients motivational drivers

Excellent communication skills

Able to use knowledge to influence client behaviour positively

Communicates Effectively:
 

Accurate

Excellent written and verbal skills

Networks to establish effective delivery

Demonstrates Stress Management Ability:
 

Has perspective and can see issues and goals from different angles and levels

Composure, listens and manages the conversation, offers support

Identifies the root causes and takes action

Demonstrates Excellent Team Working Skills and Personal Motivation:
 

Quick learner, open approach, respectful

Energetic, self motivated and can motivate others

Keen to initiate and try new smart working ideas

Reliable, Loyal and Professional:
 

Takes ownership and demonstrates commitment

Etiquette, integrity and understands diversity

Demonstrates Problem Solving and Organisational Skills
 

Attention to detail

Anticipates, analyses, decisive and closes problems

Continually learns, organisational and industry

Continually improves the process 

Tracks issues and organises

Escalates issues in a timely manner