Trade Support Analyst - Bournemouth

JP Morgan

Location: Dorset

Job Type: Full time

Posted


Job Description

The EMEA Trade Support team is responsible for managing all Discretionary and Non-Custody client sales for 37 International equity and fixed income markets to ensure they are sufficient for settlement on value date. This involves regular interaction with the trading desks on high fee assets and assets that are approaching dividend. We are also responsible for the daily monitoring of client holdback and value limits, ensuring that any breaches of these pre-agreed limits are resolved same day.

As a team we also manage the return of on loan assets for client exits and restructures as well as monitoring for any client restrictions that are implemented. We work closely with all teams throughout the lending department to help provide an excellent standard of service for all our clients.

Key responsibilities:

  • Actively reviewing client holdings, reallocating and recalling for client sales to ensure sufficiency on value date
  • Working closely with the Global trading desks to reduce client risk
  • Checking upcoming dividend events on high-risk markets to minimise client risk
  • Assisting traders to help maintain trading strategies
  • Daily monitoring of compliance reports to prevent client limit breaches
  • Preparing and issuing recall notifications to brokers
  • Reviewing pre-sale notifications
  • Providing daily updates on failing client sales
  • Managing client transitions and providing regular updates to the relationship managers
  • Preparing and issuing switch notifications to brokers in timely manner
  • Escalating with brokers, Traders & Client Relationship Managers where required, to settle failing recalls and sale buy-in threats
  • Researching key dates & prices in Bloomberg
  • Challenging processes to streamline and Automate where possible within agreed controlled manner, ensuring they are documented and updated in standard operation procedures, maintaining that any changes do not introduce risk and is always compliant
  • Establishing and managing positive working relationship with our key global business partners and stakeholders.
  • Proactively anticipating potential risks or negative impacts that may affect our clients, team and business, particularly around client sales, fails, compliance reporting and escalations
  • Ensuring timely completion of all reporting and dashboards provide by the team

Key skills & Qualifications:

  • Excellent verbal and written communication skills
  • Ability to work under pressure and to strict deadlines
  • Excellent organisational skills with the ability to prioritise
  • Meticulous attention to detail
  • Ability to build and maintain effective working relationships
  • Self-motivated with a flexible approach to working hours
  • Team player with excellent client services skills
  • Computer literate with sound working knowledge of all Microsoft Office programmes
  • Ability to adapt effectively to an ever-changing work environment
  • Quick learner of both product knowledge and new systems
  • Lead by example with positive attitude and engagement at all times
  • Excellent communication and interpersonal skills
  • Commitment to providing exceptional service to customers and support to staff members

Additional things to consider:

  • The candidate will be aware of the large financial risks that can be incurred through operational errors and negligence
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