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Agency Securities Finance - Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 4 days ago

No clicks

**Agency Securities Finance Associate in Bournemouth, UK:** Collaborate cross-functionally to onboard new lending clients, manage tax and regulatory changes, and maintain meticulous controls. Key responsibilities include reviewing client requests, communicating changes, and ensuring accurate settlement instructions. Core skills required are strong attention to detail, analytical prowess, effective communication, and the ability to meet tight deadlines. Previous financial industry or investment banking experience is a plus. Join our team-driven environment.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United Kingdom

Full Job Description

Location: BOURNEMOUTH, DORSET, United Kingdom

Join our collaborative team and bring clear communication, thoughtful prioritization, and teamwork. 

As an Associate in Agency Securities Finance team, you will collaborate with your team and stakeholders to on board incremental and new business into the Lending programme, and manage the tax and regulatory requirements of the accounts our clients lend from. Partnering with a wide network of internal and external stakeholders, you will cover multiple different process, in a controls orientated environment. Youll have opportunities to learn, manage processes, and see your impact across the team.

Job responsibilities

  • Review inbound requests from Relationship managers, implementations and our tax operations colleagues. 
  • Plan and communicate changes to clients safekeeping accounts within the guardrails controls and regulations set by the systems and client requirements. 
  • Manage each onboarding or change from end to end.
  • Perform standard settlement instruction changes, communicate clearly and transitions stock, reconciling at every step.
  • Collaborate closely with Relationship Managers, Implementations, Tax operations, and internal teams Globally.
  • Handle queries communicating clearly and constructively.
  • Build strong client relationships and partner with relationship managers to meet and manage client expectations.

 

Required qualifications, capabilities, and skills

  • Strong attention to detail with a commitment to accuracy.
  • Good analytical and problemsolving skills.
  • Clear, confident communication and strong interpersonal skills; a collaborative team player.
  • Ability to prioritize and organize work to meet timesensitive market deadlines.
  • Ability to work independently with appropriate support and to escalate issues proactively.
  • Proven diligence in a fastmoving environment, delivering high standards of service quality.

 

Preferred qualifications, capabilities, and skills

  • Capacity to think laterally and understand the big picture.
  • Experience in the financial industry.
  • Experience within an investment banking environment.
  • Technical understanding or securities products.
Onboard new lending clients, manage tax & regulatory change, and deliver precise, client-first controls.

Agency Securities Finance - Associate

Compensation

Not specified

City: Not specified

Country: United Kingdom

J.P. Morgan logo
Bulge Bracket Investment Banks

4 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Agency Securities Finance Associate in Bournemouth, UK:** Collaborate cross-functionally to onboard new lending clients, manage tax and regulatory changes, and maintain meticulous controls. Key responsibilities include reviewing client requests, communicating changes, and ensuring accurate settlement instructions. Core skills required are strong attention to detail, analytical prowess, effective communication, and the ability to meet tight deadlines. Previous financial industry or investment banking experience is a plus. Join our team-driven environment.

Full Job Description

Location: BOURNEMOUTH, DORSET, United Kingdom

Join our collaborative team and bring clear communication, thoughtful prioritization, and teamwork. 

As an Associate in Agency Securities Finance team, you will collaborate with your team and stakeholders to on board incremental and new business into the Lending programme, and manage the tax and regulatory requirements of the accounts our clients lend from. Partnering with a wide network of internal and external stakeholders, you will cover multiple different process, in a controls orientated environment. Youll have opportunities to learn, manage processes, and see your impact across the team.

Job responsibilities

  • Review inbound requests from Relationship managers, implementations and our tax operations colleagues. 
  • Plan and communicate changes to clients safekeeping accounts within the guardrails controls and regulations set by the systems and client requirements. 
  • Manage each onboarding or change from end to end.
  • Perform standard settlement instruction changes, communicate clearly and transitions stock, reconciling at every step.
  • Collaborate closely with Relationship Managers, Implementations, Tax operations, and internal teams Globally.
  • Handle queries communicating clearly and constructively.
  • Build strong client relationships and partner with relationship managers to meet and manage client expectations.

 

Required qualifications, capabilities, and skills

  • Strong attention to detail with a commitment to accuracy.
  • Good analytical and problemsolving skills.
  • Clear, confident communication and strong interpersonal skills; a collaborative team player.
  • Ability to prioritize and organize work to meet timesensitive market deadlines.
  • Ability to work independently with appropriate support and to escalate issues proactively.
  • Proven diligence in a fastmoving environment, delivering high standards of service quality.

 

Preferred qualifications, capabilities, and skills

  • Capacity to think laterally and understand the big picture.
  • Experience in the financial industry.
  • Experience within an investment banking environment.
  • Technical understanding or securities products.
Onboard new lending clients, manage tax & regulatory change, and deliver precise, client-first controls.