Securities Services - Client Data Exchange Product Development - Associate

JPMorganChase; New York (NY); On-site; USD 110,000 - 165,000; Full time

Job summary

JPMorganChase in New York is seeking an Associate in Client Data Exchange within the Securities Services Product Development team to own end-to-end delivery for institutional clients. You will shape the product journey, collaborate with cross-functional teams, and drive adoption of AI-enabled capabilities across data distribution formats (API, SWIFT, XML, FIX, CSV).

You will translate client requirements into actionable deliverables, influence roadmaps, and strengthen straight-through processing

Qualifications

• Experience in product management or product ownership within financial services.
• Deep understanding of post-trade operations, including trade lifecycle, settlements, corporate actions, and asset servicing.
• Background in asset management or investment management operations, supporting Securities Services functions.
• Proven experience managing large-scale client engagements and program deliveries.
• Ability to navigate and influence complex matrix organizations through expertise and relationships.
• Strong data analysis skills and working knowledge of AI, machine learning, and data analytics in financial services.
• Proficiency in Microsoft Excel, Visio, PowerPoint, and JIRA.
• Understanding of software development life cycle in agile and waterfall methodologies.
• 3+ years' experience in Securities Services business support across product, operations, or technology.

Responsibilities

• Lead the joint book of work for a major institutional client, acting as the primary product contact
• Build and maintain trusted relationships with client operational, technology, and middle office teams
• Translate complex client requirements into actionable product deliverables and influence roadmap priorities
• Own and drive the product vision and roadmap for client data distribution products
• Author scope documents and business requirements, ensuring accurate lifecycle event capture and data distribution formats (API, SWIFT, XML, FIX, CSV)
• Identify and implement product improvements to enhance straight-through processing and reduce manual intervention
• Navigate and influence a complex matrix organization, aligning stakeholders towards shared outcomes

Skills

Product management

Client data exchange

AI / data analytics

Stakeholder management

Data analysis

Tools

JIRA

Excel

Visio

PowerPoint

Job description

Job Description

Be at the heart of transforming visions into market-ready products. Join a team where your expertise shapes the future of client data exchange, supporting change initiatives and driving innovation across Securities Services.

Be at the heart of transforming visions into market-ready products. Join a team where your expertise shapes the future of client data exchange, supporting change initiatives and driving innovation across Securities Services.

As an Associate in Client Data Exchange Product within the Securities Services Product Development team, you will play a pivotal role in transforming how client data distribution products are managed and delivered. You will lead the end-to-end product journey for significant institutional clients, collaborating with cross-functional teams, influencing product strategy, and driving the adoption of AI-enabled capabilities. Together, we will deliver innovative solutions and set new standards for client data exchange.

Job Responsibilities

• Lead the joint book of work for a major institutional client, acting as the primary product contact


• Build and maintain trusted relationships with client operational, technology, and middle office teams


• Translate complex client requirements into actionable product deliverables and influence roadmap priorities


• Own and drive the product vision and roadmap for client data distribution products


• Author scope documents and business requirements, ensuring accurate lifecycle event capture and data distribution formats (API, SWIFT, XML, FIX, CSV)


• Identify and implement product improvements to enhance straight-through processing and reduce manual intervention


• Navigate and influence a complex matrix organization, aligning stakeholders towards shared outcomes

Required Qualifications, Capabilities, And Skills

• Experience in product management or product ownership within financial services


• Deep understanding of post-trade operations, including trade lifecycle, settlements, corporate actions, and asset servicing


• Background in asset management or investment management operations, supporting Securities Services functions


• Proven experience managing large-scale client engagements and program deliveries


• Ability to navigate and influence complex matrix organizations through expertise and relationships


• Strong data analysis skills and working knowledge of AI, machine learning, and data analytics in financial services


• Proficiency in Microsoft Excel, Visio, PowerPoint, and JIRA


• Understanding of software development life cycle in agile and waterfall methodologies


• 3+ years' experience in Securities Services business support across product, operations, or technology

Preferred Qualifications, Capabilities, And Skills

• Experience in Instruction Capture with familiarity across SWIFT, FIX, XML, and CSV formats


• Hands-on exposure to AI tools, data platforms, or intelligent automation in financial services


• Experience with derivatives lifecycle management or expert systems for instruction capture


• Prior collaboration with a Chief Data & Analytics Office or equivalent data governance function


• Experience working in a diverse and inclusive environment


• Additional professional certifications relevant to product management or data analytics

ABOUT US

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

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.