Address JOB DESCRIPTION
Are you a detail-oriented professional with a passion for Corporate Actions? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund Services team where you will have an opportunity to elevate your career to the next level.
As a Corporate Actions Tax Research Associate in the Client tax team, you will be responsible for researching domestic and international Corporate Actions and related tax information for internal and external clients, as well as managing client queries and client deliverables in regards to Corporate Actions event information. Your new position requires an understanding of the tax implications from processing Corporate Actions as well as strong analytical and problem solving skills. You will also be required to liaise with the Corporate Actions Processing Team as well as other internal/external stakeholders, to ensure timely delivery of high quality products and services and to provide support on a range of Corporate Actions related projects and new product development.
Job responsibilities
Source and validate Corporate Actions event data with a specific view to ensuring correct accounting and taxation outcomes
Liaise with clients on their Corporate Actions event queries
Investigate complex domestic and international Corporate Actions events, including processing methodology and application of taxation treatments
Build and maintain internal and external client relationships, acting as a subject matter expert for Corporate Actions related matters
Provide support on specific projects relating to clients, process improvements and product development
Identify and mitigate operational risks associated with Corporate Actions Research
Ensure comprehensive capture of related documentation to meet compliance standards and framework. Share knowledge and actively develop self and others in the team
Required qualifications, capabilities, and skills
A relevant tertiary qualification (e.g. Accounting/Finance) is desirable
5 years’ experience in Corporate Actions, preferably gained in a custody or financial services environment with accounting/tax based processing applied
Sound knowledge of multiple types of investment instruments including Equity, Fixed Income and Derivatives
Proficient in Microsoft Office
Preferred qualifications, capabilities, and skills
Curious and achievement orientated
Exceptional attention to detail
Exceptional communication skills with the ability to collaborate and solve problems
Focus on continuous process improvements
Strong risk awareness and understanding of operational governance
Ability to work autonomously with a high degree of accountability for own work
Client focused & ability to adapt to change
ABOUT US
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.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
