Cleared Margin Client Service & Treasury Operations Representative in Bournemouth

Join a dynamic team at Morgan, where you’ll play a key role in supporting global clients and optimizing margin and treasury operations in Futures & Derivatives Clearing – Global Equity Operations. Make an impact by driving process improvements and collaborating across international teams.

As a Cleared Margin Client Service and Treasury Operations Representative within Global Equity Operations, you will manage a range of tasks including:

• Settling margin values (Cash, Securities, Letters of Credit) with clients
• Cash funding
• Global non-cash collateral settlements
• FX trade processing
• Reconciliation and break resolution
• Settling margin obligations at Central Counterparties
• Owning the full life cycle of the underlying securities trades of expired options and futures

You will work closely with global teams, ensuring timely settlements and maintaining a controlled environment that supports business growth and regulatory compliance for Futures & Options and OTC Cleared Derivatives.

Job responsibilities:

• Manage and optimize client collateral and monitor its movement
• Answer incoming margin settlement requests sent by clients, comparing them to JP Morgan's exposure and agreeing on the amount and type of asset to be moved
• Continued development of the Clearing Client Service offering
• Ensure timely settlement of trades with exchanges and clients
• Timely follow up on any failed settlements
• Accurately fund exchange cash accounts and process client FX transactions
• Prevent client payments from resulting in deficits and follow up on counterparty issues
• Maintain a controlled environment by adhering to and updating operational procedures
• Report significant issues to management and respond quickly to internal inquiries
• Support reconciliations, resolve discrepancies, and assist with reporting and root cause analysis
• Handle ad hoc management requests, operational investigations, and audit requirements
• Regularly review processes, suggest improvements, and implement enhancements
• Participate in strategic STP initiatives and manage complex change requests
• Ensure full compliance with all control and educational requirements

Required qualifications, capabilities and skills:

• Previous Operations experience of Futures and Options (Cleared & OTC) or similar background
• Working knowledge of client service, cash funding, global settlements & reconciliations
• Strong problem-solving & strategic thinking abilities
• High accuracy & attention to detail, with strong proficiency in Excel and core systems
• Strong communication skills for detailed interactions across multiple lines of business
• Able to work methodically, adhering to strict deadlines and perform well under pressure
• Ability to proactively identify risks and confidently challenge stakeholders
• Collaborate efficiently, support team goals, and foster a positive team environment
• Eager to learn, ask the right questions, and adapt to new challenges
• Take responsibility for mistakes, share lessons learned, and embrace feedback for growth
• Strong analytical abilities and enthusiasm for digital automation tools

Preferred qualifications, capabilities and skills:

• Experience with global margin settlements and multi-currency operations
• Familiarity with regulatory reporting and compliance requirements
• Exposure to process improvement and strategic project initiatives
• Ability to manage complex change requests within derivatives operations
• Experience supporting audit and operational investigations
• Knowledge of digital automation tools such as Alteryx
• Experience working with global teams across multiple locations