New York, NY, USA
9 days ago
Associate I - Special Equities Trade Support

J.P. Morgan’s Special Equity Business is a complex business, supporting clients' needs in  private and public dealings.  

As a Special Equity Associate within the Trade Support team, you will be responsible for all operational aspects of the trade life cycle.  This includes account management, resolution of client inquiries, ensuring accurate DTC activity/data, trade monitoring, allocation, and reconciliation. The team ensures timely and accurate settlement of corporate trading programs, including  Rule 144, DWACs, Corporate Buy Backs, Restricted Stock, Special Stock Programs and Private Investments.   You will perform UAT, Controls, Trade Support and Client Service.  There will be extensive client interaction & therefore communication and partnership skills are important.

Job responsibilities 

Provide Client Account managementRequest payments as needed and liaise closely with the Settlement Team Book & Allocate Trades and update Pricing , working closely with Front Office Sales' TeamsComplete cash and share settlements – DWACS, DRS, FOP, DVPProvide fails reconciliation, Corporate Action Monitoring, Position ManagementParticipate in Sales & Trading Calls to provide operational subject matter expertise for new dealsPartner with Product Control on Pricing and New Deal ActivityParticipate in New Business Initiatives, collaborate with Technology and perform UAT

Required qualifications, capabilities, and skills

Bachelor's Degree 4 years experience in Finance IndustryProficient in excel

Preferred qualifications, capabilities, and skills

Equity Settlement ExperienceMiddle Office ExperienceVBA, Python

 

 

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