Associate I-Markets Asset Servicing Team Lead– Income & Corporate Actions jobs in United States
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Chase · 3 weeks ago

Associate I-Markets Asset Servicing Team Lead– Income & Corporate Actions

Chase is a financial services firm, and they are seeking an Associate I-Markets Asset Servicing Team Lead. The role involves coordinating daily operations in the Markets Asset Servicing Team, supporting junior team members, and ensuring accurate processing of income and corporate actions across various securities.

BankingFinancial Services
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Responsibilities

Coordinate daily processing of Dividends, Coupons, and Corporate Action events (voluntary and mandatory) for assigned markets and securities types, ensuring accuracy and timeliness
Act as a point of contact for junior team members, providing support and guidance on operational tasks
Escalate complex issues to management and assist in resolving operational challenges
Ensure accuracy in regulatory reporting and daily controls
Assist in producing operational metrics and reports for management
Support cash and stock break management, investigating and resolving discrepancies
Contribute to process improvement initiatives and suggest more efficient methods
Liaise with Front and Middle Offices, Depositories, Global Custodians, and market counterparties as needed
Maintain awareness of risk policies and procedures, ensuring adherence to escalation protocols
Foster a collaborative and supportive team environment

Qualification

Asset servicing experienceTransaction/trade lifecycleSeries 99 certificationMicrosoft ExcelRisk awarenessEagerness to learnProblem-solving skillsCommunication skillsAttention to detailLeadership skills

Required

Bachelor's degree in Accounting, Business Administration, Economics, Finance, or equivalent work experience
Understanding of the transaction/trade lifecycle
Strong attention to detail and risk awareness
Good problem-solving and communication skills
Proficiency in Microsoft Office (especially Excel)
Series 99 license required, you must acquire the Series 99 certification within the first 120 days
Eagerness to learn, adapt, and develop leadership skills

Preferred

1–3 years of experience in asset servicing or securities operations preferred

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase