BOURNEMOUTH, DORSET, United Kingdom
4 hours ago
Cleared Margin Client Service & Treasury Operations Representative

Join a dynamic team at J.P. Morgan, where you’ll play a key role in supporting global clients and optimizing margin and treasury operations in Futures & Derivatives Clearing – Global Equity Operations. Make an impact by driving process improvements and collaborating across international teams.

As a Cleared Margin Client Service and Treasury Operations Representative within Global Equity Operations, you will manage range of tasks including settling margin values (Cash, Securities, Letters of Credit) with clients, cash funding, global non-cash collateral settlements, FX trade processing, reconciliation and break resolution, settling margin obligations at Central Counterparties and owning the full life cycle of the underlying securities trades of expired options and futures. You will work closely with global teams, ensuring timely settlements and maintaining a controlled environment that supports business growth and regulatory compliance for Futures & Options and OTC Cleared Derivatives.

Job responsibilities

 

Manage and optimize client collateral and monitor its movement.Answering of incoming margin settlement requests sent by clients, comparing them to JP Morgan's exposure and agreeing on the amount and type of asset to be moved.Continued development of the Clearing Client Service offering.Ensure timely settlement of trades with exchanges and clients. Timely follow up on any failed settlements.Accurately fund exchange cash accounts and process client FX transactions.Prevent client payments from resulting in deficits and follow up on counterparty issues.Maintain a controlled environment by adhering to and updating operational procedures.Report significant issues to management and respond quickly to internal inquiries. Support reconciliations, resolve discrepancies, and assist with reporting and root cause analysis.Handle ad hoc management requests, operational investigations, and audit requirements.Regularly review processes, suggest improvements, and implement enhancements. Participate in strategic STP initiatives and manage complex change requests.

Ensure full compliance with all control and educational requirements.

 

Required qualifications, capabilities and skills

Previous Operations experience of Futures and Options (Cleared & OTC) or similar background.Working knowledge of client service, cash funding, global settlements & reconciliations.Strong problem-solving & strategic thinking and should be able to develop solutions for clients and drive process improvements.Should possess high accuracy & attention to detail, maintain precision and highly numerate, with strong proficiency in Excel and core systems.Must possess strong communication skills, as the role involves detailed interactions across multiple lines of business and core processing areas.Should be able to work methodically, adhering to strict deadlines and perform well under pressure.Ability to proactively identify risks and confidently challenge stakeholders when controls may be compromised.Should collaborate efficiently, support team goals, and foster a positive team environment.Eager to learn, asks the right questions, and adapts to new challenges.Take responsibility for mistakes, shares lessons learned, and embrace feedback for growth.Strong analytical abilities and enthusiasm for digital automation tools

 

Preferred qualifications, capabilities and skills

Experience with global margin settlements and multi-currency operations.Familiarity with regulatory reporting and compliance requirements.Exposure to process improvement and strategic project initiatives.Ability to manage complex change requests within derivatives operations.Experience supporting audit and operational investigations.Knowledge of digital automation tools such as Alteryx.Experience working with global teams across multiple locations.

 

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