JP Morgan Chase – Team Leader – Trading Lifecycle Analyst

JP Morgan Chase; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

A major global financial institution based in India is seeking an Operational Proxy Analyst within the Trading Services team. The role requires managing and facilitating the voting process for investment accounts, ensuring timely submissions and compliance with regulations. Candidates should have a strong background in investment products, proxy voting, and relevant work experience. This is an opportunity to contribute to a leading firm in investment banking and asset management, promoting diversity and inclusion.

Qualifications

• Minimum 6 years of relevant work experience.
• Ability to work to tight deadlines.
• High degree of professionalism and initiative.

Responsibilities

• Monitor meeting queues via Vendor Portal for Upcoming Meetings.
• Reach out to Investment Stewardship to seek votes on meetings.
• Manage Account Opening, Closing and Reconciliations activities.
• Monitor the Power of Attorney (POA) tracking & filing process.
• Manage reporting requirements for stakeholders.
• Perform ballot reconciliation process.

Skills

Strong Academics background

Knowledge of Investment products

Prior experience on corporate actions and Proxy Voting

Highly organized

Client Focused

Excellent attention to detail

Knowledge about the securities market

Excellent MS skills

Fluent English (Verbal and Written)

Knowledge of market data providers

Job description

Overview

The Proxy Team is responsible for managing routine voting activities and coordinating with the Stewardship Team and Investment Desk for contentious meetings.

This role involves ensuring compliance, highlighting financial impacts, and managing proxy documentation and account mandates.

Job Summary

As an Operational Proxy Analyst within the Trading Services team, you will manage and facilitate the voting process for investment accounts.

Your role will involve coordinating with various internal and external stakeholders to ensure the accurate and timely submission of vote instructions, account management, and compliance with regulatory requirements.

Responsibilities

• Monitoring meeting queues via Vendor Portal for Upcoming Meetings.
• Reach out to Investment Stewardship and Portfolio managers to seek votes on upcoming meetings and apply votes accordingly.
• Manage Account Opening, Closing and Reconciliations activities.
• Monitor the Power of Attorney (POA) tracking & filing process
• Manage reporting requirements for internal and external stakeholders
• Perform ballot reconciliation process and provide rationale for rejected Ballots.
• Assist in external / internal audit.

Required qualifications, capabilities, and skills

• Strong Academics background with minimum 6 years of relevant work experience.
• Knowledge of Investment products.
• Prior experience on corporate actions and Proxy Voting.
• Must be highly organized and able to work to tight deadlines
• Client Focused & having Risk awareness
• Needs excellent attention to detail and a high degree of professionalism / initiative
• Knowledge about the securities market and different financial products
• Excellent MS skills ideally to macro level, – Fluent English (Verbal and Written)
• Knowledge of market data providers

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

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