Trade Support Associate

CHASE

Trade Support Associate

Salary Not Specified

CHASE, East Cliff, Bournemouth

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 15 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 242b43ff1d87491ca15aa862167292f1

Full Job Description

As a Trade Support Associate in Trade Support team you will be 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. You will interact on a daily basis with the trading desks on high fee assets and assets that are approaching dividend. You will be 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 member of the team you will also manage the return of on loan assets for client exits and restructures as well as monitoring for any client restrictions that are implemented.,

  • Actively reviews client holdings, reallocates and recalls for client sales to ensure sufficiency on value date

  • Works closely with the global trading desks to reduce client risk

  • Checks upcoming dividend events on high-risk markets to minimize client risk

  • Assists traders to help maintain trading strategies

  • Daily monitors compliance reports to prevent client limit breaches

  • Prepares and issues recall notifications to Brokers and escalates with Brokers, Traders & Client Relationship Managers where required, to settle failing recalls and sale buy-in threats

  • Reviews pre-sale notifications

  • Provides daily updates on failing client sales

  • Manages client transitions and provides regular updates to the relationship managers

  • Researches key dates & prices in Bloomberg

  • Challenges 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

    Excellent verbal and written communication skills and interpersonal skills

  • Attention to detail and excellent organizational skills with the ability to prioritize

  • Ability to work under pressure and to strict deadlines

  • Self-motivated with a flexible approach to working hours

  • Team player with excellent client services skills, commited to providing exceptional service to customers and support to staff members

  • Computer literate with sound working knowledge of all Microsoft Office programms

  • Quick learner of both product knowledge and new systems with ability to adapt effectively to an ever-changing work environment


  • Preferred qualifications, capabilities, and skills:
  • Awareness of the large financial risks that can be incurred through operational errors and negligence

    Agency Lending Finance is a product line within Trading Services, CIB. Agent Lending provides securities lending services to institutional investors such as pension funds, mutual funds, sovereign wealth funds, insurance companies and central banks. This is a competitive, dynamic and evolving industry with clients demanding high levels of customization and service, including detailed reporting and performance analytics., 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.

    The 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.

    Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.