Margin and Collateral Operations Specialist

Margin and Collateral Specialist

J.P. Morgan Commercial Investment Bank is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.

 

As an Operations Analyst within Collateral Operations, you will oversee portfolio reconciliation and collateral dispute management, regulatory adherence, and cross‑LOB metrics and projects. You will champion a culture of continuous improvement across Back, Middle, and Global teams, partnering with Operations and Technology to streamline processes and controls. You will also provide business support across multiple stakeholders, driving transparency, automation, and timely issue resolution.

 

Job Responsibilities

• Execute portfolio reconciliations and manage collateral disputes end‑to‑end.
• Resolve MTM breaks, remediate data quality issues, and drive strategic projects.
• Investigate upstream root causes and implement sustainable fixes to minimize breaks.
• Coordinate with Middle Office, Credit Risk, and VCG to triage and resolve breaks.
• Ensure adherence to regulatory requirements across CFTC, EMIR, NCMR and related obligations.
• Perform UAT for new functionality, controls, and process changes.
• Lead and support strategic automation initiatives and cross‑LOB metrics to drive continuous improvement.

Required qualifications, capabilities and skills

• Graduate or post‑graduate with 2+ years of operations experience in investment banking/capital markets, including exposure to OTC derivatives products, processes, and systems.
• Excellent verbal and written communication skills with the ability to engage business and technology stakeholders at all levels and drive results through a hands‑on approach.
• Proficiency with MS Office applications (Outlook, PowerPoint, Excel, Word, Access) and strong organizational skills to prioritize and deliver under tight deadlines.
• Ability to operate effectively in dynamic environments, prioritize one’s own and team’s work to achieve goals, maintain high attention to detail, and work global hours as needed.

Preferred qualifications, capabilities and skills

• Knowledge of regulatory frameworks including CFTC, EMIR, and NCMR.
• Experience with OTC confirmations, collateral management, and reconciliation platforms.
• Experience conducting UAT and partnering with Technology on change management.
• Experience building cross‑LOB metrics, dashboards, and automation to support continuous improvement.

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.

Experience Level

Mid Level