Margin Services Automation and Testing Senior Associate

J.P. Morgan

J.P. Morgan

bournemouth, uk

Posted on Jun 3, 2026

Do you have experience in process improvement and want to leverage your skills in a new role? Then you found the right position!

As an Automation and Testing Senior Associate within the Margin Services team, you will play a crucial role in driving operational efficiencies and scalability across our business, delivering innovative automation solutions aligned to the increasing demands of the business. Working collaboratively across our operational teams, you will support monthly testing cycles, alongside working with external custodians and brokers to test account readiness ahead of new activity going live. You will gain exposure to new Intelligent Automation tools and ML/AI experts while developing your skills and supporting senior decision makers.

Job responsibilities

  • Assist in designing, developing, and maintaining processing, analytics, visualization, and reporting solutions.
  • Help integrate and manage data from multiple sources, ensuring data quality, consistency, and accessibility.
  • Collaborate with cross-functional teams, including technology and operations to deliver process efficiencies.
  • Contribute to a culture of continuous learning and excellence by sharing knowledge and best practices.
  • Monitor key data metrics and assist in preparing reports and recommendations for ongoing improvement.
  • Adhere to data governance, permissions, and compliance standards to protect sensitive information.
  • Identify and help resolve data-related issues, optimizing data structures and processes for improved performance.
  • Drive and support the testing requirements associated with new custodian and broker on boards to Margin Services.

Required qualifications, capabilities and skills

  • Experience with data and analytics platforms such as Tableau, Alteryx, QlikSense, Instabase, or Data Bricks.
  • Strong analytical skills with the ability to source, analyze, and visualize data sets for actionable outcomes.
  • Highly numerate with good keyboard and core systems (Outlook, Excel and PowerPoint) skills.
  • Effective written and verbal communication skills, able to engage with team members and stakeholders.

Preferred qualifications, capabilities and skills

  • Knowledge of data governance, security, and compliance best practices in financial services or similar regulated industries.
  • A working knowledge of Python, JAVA or SQL.
  • Exposure to machine learning, artificial intelligence, or integrating data solutions into business applications.
  • Interest in process improvement and solving data, process, or finance challenges.

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.
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.

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.
Join Margin Services to automate processes, deliver data-driven insights, and lead custodian/broker testing for scale.