Associate II-Markets Asset Servicing – Income & Corporate Actions jobs in United States
cer-icon
Apply on Employer Site
company-logo

Chase · 3 weeks ago

Associate II-Markets Asset Servicing – Income & Corporate Actions

Chase is a leading financial services firm, and they are seeking an Associate II for their Markets Asset Servicing Team. The role involves managing the end-to-end processing of global income and corporate actions, mentoring junior staff, and contributing to process improvements.

BankingFinancial Services
badNo H1Bnote

Responsibilities

Lead and oversee daily operations for Dividends, Coupons, and Corporate Action events across multiple markets and securities types, ensuring accuracy and timeliness
Serve as the primary escalation contact, working with the team to investigate and resolve complex dividend-related queries
Act as a subject matter expert for asset servicing processes, providing guidance and support to junior team members
Manage high-volume workflows and prioritize tasks to meet critical deadlines
Ensure all regulatory reporting and daily controls are completed accurately and on time
Produce and analyze operational metrics, identifying trends and areas for improvement
Proactively identify and escalate issues, collaborating with team members to resolve complex problems
Support cash and stock break management, investigating and resolving discrepancies
Contribute to process improvement initiatives, recommending and implementing more efficient and cost-effective methods
Participate in projects driven by industry mandates, process enhancements, or client requirements
Maintain up-to-date awareness of risk policies and procedures, ensuring adherence to escalation protocols

Qualification

Asset servicing experienceCorporate actions expertiseSecurities operations knowledgeMicrosoft Excel proficiencyRiskControl awarenessAnalytical skillsProblem-solving skillsCommunication skillsMentoring abilityAttention to detail

Required

Bachelor's degree in Accounting, Business Administration, Economics, Finance, or equivalent work experience
3 years of experience in asset servicing or securities operations, with demonstrated expertise in corporate actions and income processing
Strong understanding of the transaction/trade lifecycle and global securities products
Advanced risk and control awareness, with experience implementing mitigating controls
Proven ability to manage high-volume, deadline-driven workflows with accuracy and quality
Excellent problem-solving, analytical, and issue resolution skills
Strong relationship-building and communication skills, with the ability to collaborate across teams and with external counterparties
Proficiency in Microsoft Office applications (especially Excel)
Series 99 license required, you must acquire the Series 99 certification within the first 120 days
Ability to mentor junior staff and contribute to a collaborative team environment
High degree of attention to detail and adaptability to changing business needs

Preferred

Experience with industry systems 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

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