Asset Servicing Analyst
Job Responsibilities
- Support the Corporate Actions function within the Asset Servicing lifecycle, with primary focus on Tax Smart Long/Short margin corporate action workflows.
- Support multiple product types (e.g., Equities, ETFs, Fixed Income, Foreign Exchange, Closed-end Funds) across U.S. and international markets.
- Review and action live elective events (e.g., Exchanges, Bid-Tender Offers, Rights) and ensure accurate elections and execution prior to market deadlines.
- Review and reconcile elections; resolve discrepancies and manage/escalate exceptions resulting from workflows.
- Execute instructions from Advisors, Client Service, Portfolio Managers, internal partners, and global teams with timely and accurate delivery.
- Respond promptly and accurately to Front Office inquiries and communicate clearly on risks, deadlines, and outcomes.
- Ensure adherence to service level commitments, process controls, and escalation policies; maintain strong risk awareness and a key-controls mindset.
- Maintain documentation and ensure required metrics/MIS are completed by deadlines and kept current.
- Drive continuous improvement—identify root causes, recommend enhancements, and adapt rapidly to changing market conditions and shifting business priorities.
Required Qualifications, Skills, And Capabilities
- 2+ years of Operations Banking and securities/investment products experience
- Strong organizational, prioritization, and time management skills; ability to work on a team in a deadline driven environment.
- Ability to work independently with minimal supervision; takes ownership to accomplish goals.
- Excellent verbal and written communication skills; strong interpersonal skills and ability to work effectively across multiple teams.
- Meticulous attention to detail; strong intellectual capacity for process improvements.
- Knowledge of Microsoft Office (Word, PowerPoint, Excel).
- Knowledge of operating/compliance standards and audit requirements; acute awareness of high-risk areas and key controls.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Team Information
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.