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JPMorgan Workplace Solutions - Client Asset Analyst 
United Kingdom, England, Leeds 
248413072

01.09.2024

As a Client Asset Analyst at Workplace Solutions you will assist in maintaining a robust and efficient operational model. You will enjoy the autonomy to manage your workload in a dynamic environment and collaborate with diverse teams.

Job Responsibilities:

  • Manage day to day client asset activity for the quarterly client asset statement publication. Partner with the Head of Client Asset and internal stakeholders to maintain and enhance a robust and efficient operating model with regard to all Client Asset regulatory requirements and ongoing maintenance process for all Workplace customers.
  • Ensure all regulatory requirements in relation to Client Assets are met, including through the sponsorship of various development projects and establishing metrics to measure success
  • Build a culture of responsibility , good governance and supervision while driving the operational efficiency of all aspects on CASS to reduce costs and improve customer satisfaction.
  • Complete and accurate publication of client asset statements on a quarterly basis.
  • Prepare and save all supporting documentation on a quarterly basis, to support the client asset publication and provide tools, training, and overall support to stakeholders
  • Work with the reconciliation team to ensue complaint custody asset and client money reconciliations (CASS). Identify, document and escalate CASS breaches, collaborate with wider business to implement preventative controls
  • Remaining up to date with industry changes from a CASS compliance perspective across all aspect of asset management
  • Maintaining the first line of defense of compliance ensuring individual adherence to business processes and procedures and supporting change initiatives, assessing the impact on CASS process.
  • Appropriately asses risk / reward of transactions when making business decisions demonstrating proper consideration of the firms reputation.

Required Qualifications, Capabilities and Skills:

  • Proficiency in excel
  • Passion for delivering high level service
  • Good attention to detail

Preferred Qualifications, Capabilities and Skills:

  • Previous experience within asset management or similar financial service functions
  • Third level qualification