Cleared Margin Client Service & Treasury Operations Representative in Bournemouth

Join a dynamic team at J.P. 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.

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 skills
• High accuracy & attention to detail, with strong proficiency in Excel and core systems
• Strong communication skills for detailed interactions across multiple lines of business
• Ability to work methodically, adhering to strict deadlines and perform well under pressure
• Proactive identification of risks and confident challenge of stakeholders
• Efficient collaboration and support of team goals
• Eager to learn, ask the right questions, and adapt to new challenges
• Take responsibility for mistakes 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

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. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognise 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.