Asset Analyst

JPMorgan ChaseNewark, DE
77d

About The Position

Are you ready to advance your career in a global, fast-paced environment? Join our Markets Asset Services team and help shape the future of asset servicing. You will have the opportunity to develop your skills, work with talented colleagues, and make a meaningful impact for our clients. We value innovation, efficiency, and a commitment to first-class service. As an Asset Servicing Analyst in Securities Operations, you play a key role in managing and processing corporate action events that affect client and firm securities holdings. You will collaborate with internal teams, custodians, and clients to minimize risk and maintain compliance. Your focus will be on ensuring accurate and timely communication, instruction, and settlement for a variety of voluntary and mandatory events, including dividends, mergers, tender offers, and rights issues. You will be part of a global team dedicated to process efficiency, risk control, and delivering outstanding client experiences. Markets Asset Services is a global team operating in nine cities, providing asset servicing support for Markets and Wealth Management. The team covers corporate actions, income processing, dividend reinvestments, proxy voting, and class actions, with a strong emphasis on risk control, process efficiency, and first-class client service.

Requirements

  • Bachelor’s degree in finance, business, or a related field.
  • Experience in securities operations, with a focus on corporate actions.
  • Strong work ethic and a proactive, solution-oriented approach.
  • Excellent attention to detail and organizational skills.
  • Effective communication and client service abilities.
  • Strong analytical and problem-solving skills.
  • Ability to adapt to changing priorities in a fast-paced environment.

Nice To Haves

  • Experience with process automation or efficiency initiatives in asset servicing.
  • Familiarity with global markets and cross-border corporate action events.
  • Advanced proficiency in data analysis and reconciliation tools.
  • Experience working directly with clients in a service-oriented environment.
  • Professional certification in securities or financial operations is a plus.

Responsibilities

  • Monitor, interpret, and process a wide range of corporate action events for client portfolios, ensuring accuracy and timeliness.
  • Review and validate event details from custodians, agents, and market sources.
  • Communicate event information and available options to clients clearly and promptly.
  • Capture and process client instructions for voluntary events, ensuring all deadlines and requirements are met.
  • Reconcile entitlements and payments, investigating and resolving discrepancies.
  • Collaborate with internal teams, including trading, middle office, and settlements, to ensure seamless event processing.
  • Maintain comprehensive records and documentation to support audit and compliance requirements.
  • Identify opportunities for process improvement and contribute to automation and efficiency initiatives.
  • Ensure strict adherence to regulatory requirements and internal policies.
  • Support risk management by escalating issues and exceptions as appropriate.
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