Asset Servicing Analyst
Aumni
IT
Newark, DE, USA
We are hiring an Asset Servicing Analyst to support our growing business, with a primary focus on the Private Bank Tax Smart Long/Short margin corporate action function. This role is designed for a candidate with relevant operations/asset servicing experience who can bring an innovative mindset, strong ownership, and the ability to deliver first-class service in a deadline-driven, control-focused environment.
As an Asset Servicing Analyst within the Asset & Wealth Management line of business, you will be an integral part of the Asset Servicing organization, supporting Corporate Actions and closely partnering with teams across Front Office, Finance, Tax, Legal, Advisors, Client Service, Portfolio Managers, and global Operations to ensure accurate, timely execution and risk mitigation for the firm and clients.
Job responsibilities:
- Support the Corporate Actions function within the Asset Servicing lifecycle, with primary focus on Tax Smart Long/Short margin corporate action workflows.
- Support multiple product types (e.g., Equities, ETFs, Fixed Income, Foreign Exchange, Closed-end Funds) across U.S. and international markets.
- Review and action live elective events (e.g., Exchanges, Bid-Tender Offers, Rights) and ensure accurate elections and execution prior to market deadlines.
- Review and reconcile elections; resolve discrepancies and manage/escalate exceptions resulting from workflows.
- Execute instructions from Advisors, Client Service, Portfolio Managers, internal partners, and global teams with timely and accurate delivery.
- Respond promptly and accurately to Front Office inquiries and communicate clearly on risks, deadlines, and outcomes.
- Ensure adherence to service level commitments, process controls, and escalation policies; maintain strong risk awareness and a key-controls mindset.
- Maintain documentation and ensure required metrics/MIS are completed by deadlines and kept current.
- Drive continuous improvement—identify root causes, recommend enhancements, and adapt rapidly to changing market conditions and shifting business priorities.
Required qualifications, skills, and capabilities:
- 2+ years of Operations Banking and securities/investment products experience
- Strong organizational, prioritization, and time management skills; ability to work on a team in a deadline driven environment.
- Ability to work independently with minimal supervision; takes ownership to accomplish goals.
- Excellent verbal and written communication skills; strong interpersonal skills and ability to work effectively across multiple teams.
- Meticulous attention to detail; strong intellectual capacity for process improvements.
- Knowledge of Microsoft Office (Word, PowerPoint, Excel).
- Knowledge of operating/compliance standards and audit requirements; acute awareness of high-risk areas and key controls.
Preferred qualifications, skills, and capabilities:
- Private Banking operations experience
- Strong AI skills (including prompt engineering) and demonstrated ability to apply AI tools responsibly to improve investigations, documentation quality, and workflow efficiency
- Corporate Actions / Asset Servicing experience
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join the team supporting a growing business!