Asset Servicing Team Leader

Organization DescriptionThe Corporate Investment Bank is a global leader across investment banking wholesale payments markets and securities services The world s most important corporations governments and institutions entrust us with their business in more than 100 countries We provide strategic advice raise capital manage risk and extend liquidity in markets around the world Employer DescriptionJPMorgan Chase Co one of the oldest financial institutions offers innovative financial solutions to millions of consumers small businesses and many of the world s most prominent corporate institutional and government clients under the J P Morgan and Chase brands Our history spans over 200 years and today we are a leader in investment banking consumer and small business banking commercial banking financial transaction processing and asset management 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 for more information about requesting an accommodation As an Asset Servicing Analyst within the Securities Services Operation team you are responsible for the capture analysis and notification to clients of event information and deadlines reconciliation and execution of client instructions to the market and reconciliation and posting of clients cash and stock entitlements for Income COACs The Class Actions Proxy Specialist ensures timely completion of Class Action processing including logging and tracking new cases received from vendor reconciling accounts for certification letters mailing for Managed and Brokerage Custody accounts The timely class action filing submission of litigations to vendor by industry deadline The Specialist performs various control functions to ensure timely execution of all related processes The Specialist will work on various proprietary systems to research account histories and allocate proceeds The Specialist will work with the team manager to identify service gaps and implement departmental controls to ensure the integrity of the function as well as ensuring procedures are documented and kept current In addition the Specialist may participate in various project initiatives including user acceptance testing of new or updated processes Job Responsibilities Responsible for processing validation of Income Corporate actions and Class Actions Responsible for investigating and closing all the income exceptions generated through exception management system per schedule Operational management and control of the daily workflow within the Asset Services team Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning Ensure all daily controls and processing are completed and signed off including client service enquiry resolution cash and stock break management as well as event management Own issues related to the Asset Services Department and ensure timely escalation to both Operational and Risk leads Continued review of content and presentation of Standard Operating Procedures in line with introduction of new policies and ongoing risk management activities Required qualifications capabilities and skills Good knowledge of financial instruments and fund accounting terms Good investigation skills and desire to want to resolve queries Deadline focused and able to work effectively to very tight deadlines Good team player keen to support the overall team delivery Clear and effective communication skills both written and verbal High attention to detail Operational subject matter expertise critical e g Reconciliation Settlements Trade Support Reconciliation s background would be a significant advantage as this evidences the ability to compare transactions positions and to investigate and resolve differences Client Service experience in Financial Services would be an advantage as managing liaising effectively with many groups is key to success Preferred qualifications capabilities and skills B Com CA MBA with 3-6 years of experience in asset servicing or investment domain About Us JPMorgan Chase Co one of the oldest financial institutions offers innovative financial solutions to millions of consumers small businesses and many of the world s most prominent corporate institutional and government clients under the J P Morgan and Chase brands Our history spans over 200 years and today we are a leader in investment banking consumer and small business banking commercial banking financial transaction processing and asset management 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 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