Disclosure of Interest Analyst
JPMorgan Chase · Posted Oct 14
Global banking, investment, credit card, mortgage, and asset management services
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About the role
Disclosure of Interest is a central compliance function responsible for monitoring and disclosing the firm’s interests in relevant securities to issuers, regulators and/or exchanges across jurisdictions, aggregating global positions across lines of business to support shareholder disclosure obligations and transparency requirements. The team works with large trade and position datasets within a regulatory and financial services domain. This role prepares regulatory filings, reconciliations, threshold and foreign ownership limit monitoring, and responses to inquiries, and supports the implementation of new or revised processes, systems, products, and regulatory requirements.
What you will do
- Analyze shareholder disclosure obligations, monitor holdings across industry and foreign ownership limits, support short sale reporting, support beneficial ownership transparency disclosures, and provide trade approvals and advice to the business
- Perform impact analysis on the firm’s shareholdings before finalizing and submitting regulatory reports
- Work with large data sets of trade and position information
- Prepare and submit regulatory filings, including transaction and position reconciliations when applicable
- Conduct rule-based data collation and analytics to support timely responses to inquiries
- Review, implement, and update control procedures for new products and regulations
- Assist with implementing new or revised processes and systems
Skills used in this role
What the employer is looking for
- Qualified graduate with minimum of 5 years of relevant experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in regulatory reporting
- Strong equity and equity-related products knowledge, including understanding of trade booking and flows and structured products
- Strong analytical, workflow, and data interpretation skills
- Strong relationship building skills to influence and negotiate desired outcomes, with excellent interpersonal skills to work effectively with colleagues and senior management, and strong verbal and written communication
- Ability to deep-dive and investigate issues through to successful resolution, with self-reliance and willingness to own problems and creatively find solutions
- Experience with build-out and execution of a new team or procedures, including ability to identify risks and issues and successfully navigate through to completion
Preferred qualifications
- Experience in corporate actions, equities settlements, trade reconciliation, regulatory reporting, and monitoring
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
Recent coverage
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