Trade Support Associate I jobs in United States
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Chase · 1 week ago

Trade Support Associate I

Chase is one of the oldest financial institutions, providing innovative financial solutions to a diverse clientele. The Markets Asset Servicing Associate will be responsible for the end-to-end processing of corporate actions, managing complex workflows, and contributing to process improvements within the Commercial & Investment Bank.

BankingFinancial Services

Responsibilities

Process and review daily operations for Corporate Action events across multiple markets and securities types, ensuring accuracy and timeliness
Serve as an escalation contact, working with the team to investigate and resolve complex corporate action 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 expertiseTransaction lifecycle understandingMicrosoft 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/or 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

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

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