Prime Financial Services Client Onboarding Analyst

Posted 22 Days Ago
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Manila, First District NCR, National Capital Region
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The role involves onboarding new traders/accounts, managing trade limits on various platforms, ensuring risk monitoring and regulatory compliance, resolving issues related to trade limits, collaborating with multiple stakeholders, and driving process improvements within the function.
Summary Generated by Built In

Job Description
Prime Financial Services Onboarding Trade Limits has a global footprint across 3 location globally manages the controls of Trade Limits setups & maintenance for products & markets across F&O and OTC. Trade Limits function is a market sensitive and high on adherence to various regulations and compliances. The team works very close with Business and traders to ensure seamless trading across derivatives, equities, swaps and fixed income products. meet client/ market bespoke and controls to mitigate any exposures to the firm mitigating risk/ exposures through trading. The team also drives innovation, transformation and change management across industry initiatives, strategic programs both internally and externally.
Job responsibilities

  • Onboard of New Traders/ Accounts.
  • Manage and set up trade limits on various internal and external platforms focusing on F&O and OTC products.
  • Ensure Risk Monitoring & Regulatory Compliance
  • Investigation and Resolution of various issues on Trade Limits.
  • Collaborate with Stakeholders i.e Legal/ Transition/ Front & Middle Office/ Business/ Client Services across APAC, EMEA and NA Regions
  • Develop and implement process improvements to optimize the function


Required qualifications, capabilities, and skills

  • Shows strong on Communication to build strong relationships across Traders and Business
  • Understands of Future & Options, Equities, Fixed Income, FX, Derivatives Products
  • Ability to analyze and comprehend issues for resolution
  • Proficiency is Query Management and Reporting/ Analytical Skills
  • Bachelor's degree in Finance/ Commerce/ Operations/ Investment banking.
  • Experience in Operations in Investment Banking/ Financial services firms interacting with senior/demanding internal clients
  • Problem solver with the ability to assist in the development of solutions for clients and strategic thinker, able to review and implement process improvements.
  • Exhibit high level of accuracy and attention to detail is required and highly numerate with good keyboard and core system (Outlook, Excel, Word) skills.
  • Ability to adhere to strict deadlines/procedures and work in a methodical and organized manner
  • Strong Risk and Control Awareness - with the ability to push back on stakeholders when risk/controls could be compromised


About Us
JPMorganChase, 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 FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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