Agency Securities Finance - Associate
Accounting & Finance · Full-time
bournemouth, uk
Posted on Oct 2, 2026
Join our collaborative team and bring clear communication, thoughtful prioritization, and teamwork.
As an Associate in Agency Securities Finance team, you will collaborate with your team and stakeholders to on board incremental and new business into the Lending programme, and manage the tax and regulatory requirements of the accounts our clients lend from. Partnering with a wide network of internal and external stakeholders, you will cover multiple different process, in a controls orientated environment. You’ll have opportunities to learn, manage processes, and see your impact across the team.
Job responsibilities
- Review inbound requests from Relationship managers, implementations and our tax operations colleagues.
- Plan and communicate changes to clients safekeeping accounts within the guardrails controls and regulations set by the systems and client requirements.
- Manage each onboarding or change from end to end.
- Perform standard settlement instruction changes, communicate clearly and transitions stock, reconciling at every step.
- Collaborate closely with Relationship Managers, Implementations, Tax operations, and internal teams Globally.
- Handle queries communicating clearly and constructively.
- Build strong client relationships and partner with relationship managers to meet and manage client expectations.
Required qualifications, capabilities, and skills
- Strong attention to detail with a commitment to accuracy.
- Good analytical and problem‑solving skills.
- Clear, confident communication and strong interpersonal skills; a collaborative team player.
- Ability to prioritize and organize work to meet time‑sensitive market deadlines.
- Ability to work independently with appropriate support and to escalate issues proactively.
- Proven diligence in a fast‑moving environment, delivering high standards of service quality.
Preferred qualifications, capabilities, and skills
- Capacity to think laterally and understand the big picture.
- Experience in the financial industry.
- Experience within an investment banking environment.
- Technical understanding or securities products.
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.
Onboard new lending clients, manage tax & regulatory change, and deliver precise, client-first controls.
