Cash Prime Brokerage Middle Office - Associate
Aumni
Ready to be the face of prime brokerage for top‑tier clients? Join a team where you solve complex problems, drive operational excellence, and build deep product expertise. You’ll collaborate across front office and support partners, lead client conversations, and shape process improvements in a fast‑moving environment. Grow your career with meaningful ownership and visibility.
As a Cash Prime Brokerage Middle Office Associate within Prime Brokerage Operations, you serve as the primary operational contact for external clients across equities and fixed income. You manage trade lifecycle events, resolve issues quickly, and ensure strong control discipline. You’ll partner closely with front office, product, client service, sales, corporate actions, product control, and technology to deliver a seamless client experience. Together, we will enhance straight‑through processing, strengthen controls, and improve processes firmwide.
The Cash Prime Brokerage Middle Office team supports external clients and internal stakeholders end to end—trade capture, allocations, settlements, corporate actions, documentation, and reporting—while driving continuous improvement through data and collaboration. You will have opportunities to lead initiatives that elevate client satisfaction and operational quality.
Job responsibilities
- Act as first point of contact for external clients on valuations, collateral, settlements, documentation, audits, technology, account setup, and reporting
- Serve as first line support for account managers on trade bookings and issue resolution
- Define and run client engagement agendas, including best‑practice reviews, key performance indicators, surveys, and straight‑through processing targets
- Lead quarterly review meetings with clients and follow through on agreed actions
- Coordinate with global middle office and client service partners to deliver process and system improvements
- Communicate open issues clearly to clients and internal teams, ensuring shared understanding and timely updates
- Manage client queries end to end, driving prompt investigation and resolution
- Run the trade lifecycle across allocations, settlements, corporate actions, affirmations, and regulatory reporting
- Identify improvement opportunities and partner across teams to implement solutions
- Use management information and trend analysis to find root causes and prevent recurrence
- Work with clients, settlements, and third parties to ensure timely settlement and accurate trade capture
Required qualifications, capabilities, and skills
- Bachelor’s degree
- 3+ years of experience in the financial services industry
- Strong communication and interpersonal skills; able to build relationships with clients, sales, traders, support, technology, and product teams
- Self‑starter with ownership, initiative, creativity, and a positive “can‑do” attitude
- Leadership skills to take responsibility, drive outcomes, and escalate appropriately to management and control functions
- Team player who can also work independently in a fast‑paced, high‑pressure environment
- Strong organization and prioritization skills; able to manage multiple tasks under pressure with exceptional attention to detail and adherence to control standards
- Analytical, problem‑solving, and client‑centric approach; experienced leading client meetings and executing follow‑ups
- Ability to lead and deliver global initiatives for business and operations, including best‑practice reviews and KPI tracking
- Product and process knowledge: equities, fixed income, operational flows; familiarity with straight‑through processing metrics and improvement levers; exposure to client reporting, collateral, and audit coordination
- Advanced Microsoft Excel skills (formulas, reconciliations); experience collaborating on system changes
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.
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.
Deliver exceptional client service and run end‑to‑end prime brokerage operations across equities and fixed income.