China Equity Derivatives - Sales Assistant - Analyst/ Associate

J.P. Morgan; Worcester (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan in Worcester, MA is seeking a Sales Assistant to support day-to-day client coverage for China Equity Derivatives Sales, coordinate execution and post-trade processes, and help produce professional client materials.

You will monitor markets, assist with timely client communications, and contribute to risk-aware, accurate deliverables while collaborating with Sales, Trading, Structuring, and internal partners.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Mathematics, Engineering, or a related discipline
• 1 year of experience in a global markets environment supporting equities and/or derivatives activities
• Demonstrated ability to manage multiple tasks under time pressure with strong attention to detail
• Strong numerical and analytical skills, including comfort working with pricing- and performance-related materials
• Strong written and verbal communication skills in English and Mandarin Chinese
• Strong interpersonal skills and ability to collaborate effectively with a broad set of partners
• Proficiency with standard productivity tools (for example, spreadsheets and presentations) used to build client materials
• Demonstrated ownership mindset, professionalism, and willingness to learn

Responsibilities

• Support Sales coverage of institutional clients focused on China equities and equity derivative solutions across onshore and offshore markets
• Coordinate execution workflows across Sales, Trading, Structuring, Operations, Legal, Compliance, and Risk partners
• Assist with trade booking support, confirmations, settlements, lifecycle events, and post-trade client queries
• Prepare indicative pricing materials and support requests for quotes in partnership with Trading and Structuring
• Produce and maintain client materials, including presentations, pitch books, term sheets, and performance updates
• Validate the accuracy and consistency of client-facing materials and ensure a professional standard of presentation
• Support client onboarding activities, including know-your-customer processes, documentation tracking, and account set-up steps
• Maintain internal records and documentation of sales activity in accordance with applicable standards and controls

Skills

Numerical analysis

Attention to detail

Multitasking

English and Mandarin

Communication

Education

Bachelor’s degree in Finance, Economics, Business, Mathematics, Engineering, or a related discipline

Job description

Build a career at the center of fast-moving global markets. In this role, you will help deliver timely client support, execute efficiently, and elevate the quality of client-facing materials. You will collaborate closely with Sales, Trading, Structuring, and internal partners to keep workflows running smoothly. If you are analytical, detail-oriented, and eager to learn, this is an opportunity to grow your markets expertise.

As a Sales Assistant in the China Equity Derivatives Sales team, you will support day-to-day client coverage and help coordinate execution and post-trade processes. You will monitor markets, assist with timely client communications, and help produce professional client materials. You will work in a collaborative environment with a strong focus on accuracy, responsiveness, and risk awareness.

Job responsibilities

• Support Sales coverage of institutional clients focused on China equities and equity derivative solutions across onshore and offshore markets
• Coordinate execution workflows across Sales, Trading, Structuring, Operations, Legal, Compliance, and Risk partners
• Assist with trade booking support, confirmations, settlements, lifecycle events, and post-trade client queries
• Prepare indicative pricing materials and support requests for quotes in partnership with Trading and Structuring
• Produce and maintain client materials, including presentations, pitch books, term sheets, and performance updates
• Validate the accuracy and consistency of client-facing materials and ensure a professional standard of presentation
• Support client onboarding activities, including know-your-customer processes, documentation tracking, and account set-up steps
• Maintain internal records and documentation of sales activity in accordance with applicable standards and controls

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Economics, Business, Mathematics, Engineering, or a related discipline
• 1 year of experience in a global markets environment supporting equities and/or derivatives activities
• Demonstrated ability to manage multiple tasks under time pressure with strong attention to detail
• Strong numerical and analytical skills, including comfort working with pricing- and performance-related materials
• Strong written and verbal communication skills in English and Mandarin Chinese
• Strong interpersonal skills and ability to collaborate effectively with a broad set of partners
• Proficiency with standard productivity tools (for example, spreadsheets and presentations) used to build client materials
• Demonstrated ownership mindset, professionalism, and willingness to learn

Preferred qualifications, capabilities, and skills

• Experience supporting equity derivatives, structured products, and/or equity solutions sales activities
• Familiarity with China institutional client coverage and market conventions
• Cantonese language capability
• Experience preparing client presentations, pitch books, and indicative pricing summaries in a sales environment
• Understanding of trade lifecycle processes and key control checkpoints across execution and post-trade workflows
• Experience coordinating across Legal, Compliance, Risk, and Operations in a regulated environment

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. Support an Equity Derivatives Sales team with client coverage, trade coordination, and high-quality client materials.