Description

As a Margin Analyst, you will play a crucial role in monitoring and managing margin exceptions that arise during daily client trading activities. Utilizing team-developed User Tools, you will assess whether manual intervention is necessary. These exceptions may involve unsecured debits, short positions, good faith violations, or box positions in margin accounts. Additionally, you will provide exceptional customer service to various business lines by addressing regulatory and margin-related inquiries.

Key Responsibilities:

• Monitor margin loans to ensure compliance with equity level requirements.
• Serve as a primary liaison between front offices and operations.
• Conduct daily reviews of cash and margin exceptions to prevent Reg T violations.
• Reconcile transactions between bank and brokerage accounts.
• Ensure collateral agreements for JPMCC customer accounts adhere to Federal, FINRA, and internal policies.
• Manage client account interest and fee billing postings.

Required Qualifications, Skills, and Capabilities:

• Advanced proficiency in written and spoken English, essential for daily communication with US management and counterparties.
• Strong proficiency in Microsoft Office tools.
• Excellent problem-solving skills, with the ability to identify issues and propose effective solutions.
• Strong client/customer focus, with the ability to assist internal clients and prioritize inquiries.
• Collaborative team player with a keen attention to detail.
• Ability to prioritize workloads effectively and meet critical deadlines while maintaining accuracy and quality.
• Adaptability to changing scenarios, industry developments, and procedural updates.
• Ability to manage deadlines and meet daily cut-offs.
• Familiarity with and experience using Tableau, Alteryx, Python, is preferred.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

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.