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The Role
Manages pre- and post-trade lifecycle operations, including funding demand deposit accounts, cash movements, wire allocation, ledger reconciliation, exception resolution, and root-cause analysis. Partners with business, Product, Technology, and Change teams on process improvement, automation, strategic projects, and change adoption. Handles queries within SLAs, mitigates operational risk, improves straight-through processing, and supports accurate financial data management.
Summary Generated by Built In
Step into the role of Trade Lifecycle Associate I at JPMorganChase, where you'll be a vital part of managing the pre- and post-trading life cycle. Your expertise in cash movements and funding coordination will be essential in ensuring seamless trade processing and operational excellence.
As a Trade Lifecycle Associate I within JPMorganChase, you will play a pivotal role in managing the operations of the pre- and post-trading life cycle across all asset classes. Your expertise in cash movements, funding, and coordination with other business lines will ensure seamless trade processing on our platforms. You will leverage your broad knowledge of trade lifecycle principles and practices to propose and implement improvements to our current working methods. Your role will involve diverse activities requiring analysis and judgement within defined boundaries, and you will often be responsible for guiding the work of others. Your proficiency in listening and questioning, internal stakeholder management, presentation skills, process improvement, and automation will be key to your success in this role. You will also have the opportunity to develop your data and tech literacy skills while working with us.
Job responsibilities
As a Trade Lifecycle Associate I within JPMorganChase, you will play a pivotal role in managing the operations of the pre- and post-trading life cycle across all asset classes. Your expertise in cash movements, funding, and coordination with other business lines will ensure seamless trade processing on our platforms. You will leverage your broad knowledge of trade lifecycle principles and practices to propose and implement improvements to our current working methods. Your role will involve diverse activities requiring analysis and judgement within defined boundaries, and you will often be responsible for guiding the work of others. Your proficiency in listening and questioning, internal stakeholder management, presentation skills, process improvement, and automation will be key to your success in this role. You will also have the opportunity to develop your data and tech literacy skills while working with us.
Job responsibilities
- Prepare and manage funding for managed demand deposit accounts (DDA’s), ensuring proper allocation of wires to client/funding accounts within the appropriate threshold.
- Participate in the reconciliation of ledgers through detailed investigation using various systems and tools, contributing to the accuracy and integrity of financial data.
- Collaborate with other lines of business to facilitate proper funding, establishing productive working relationships to drive mutually beneficial outcomes.
- Contribute to the review and improvement of end-to-end trade lifecycle processes, applying knowledge of process improvement methodologies to optimize operations.
- Support strategic projects in partnership with Product, Tech, and Change partners, applying change management skills to ensure seamless adoption of new processes and technologies.
- Understand Risk Management and should be able to manage the issues exceptions above materiality thresholds for resolution.
- Ensure all day-to-day queries dealt with within required SLAs and escalate issues to the team leader.
- Perform root cause analysis for their respective clients to increase Straight Through Processing (STP) and reduce client inquiries.
Required qualifications, capabilities, and skills
- 2+ years of experience or equivalent expertise in managing cash movements and preparing funding for managed demand deposit accounts (DDA’s).
- Demonstrated proficiency in using various systems and tools for financial data reconciliation and ledger management.
- Advanced skills in process improvement methodologies, with a track record of optimizing operations in a financial services environment.
- Experience in managing strategic projects in partnership with Product, Tech, and Change partners, with a focus on change management and stakeholder engagement.
- Proficiency in automation technologies and systems architecture, with a focus on implementing automation optimization and initiatives in a trading environment.
- Exposure to business intelligence tools (I.E. Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data.
Preferred qualifications, capabilities, and skills
- Prior custody/treasury operation services, markets operational experience.
- Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Trade life cycle, Reconciliation rules and Global Custody.
- Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure “Best in Class” results.
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.
Skills Required
- 2+ years of experience or equivalent expertise managing cash movements and preparing funding for managed demand deposit accounts
- Proficiency with systems and tools for financial data reconciliation and ledger management
- Advanced process improvement experience optimizing operations in a financial services environment
- Experience managing strategic projects with Product, Technology, and Change partners, including change management and stakeholder engagement
- Proficiency in automation technologies and systems architecture in a trading environment
- Exposure to business intelligence tools such as Tableau, Alteryx, UiPath, or OwlDQ, and comfort working with data
- Prior custody, treasury operations services, or markets operations experience
- Understanding of SWIFT, cross-border payments, foreign exchange, trade lifecycle, reconciliation rules, and global custody
- Self-starter with strong leadership skills and a proactive risk-mitigation approach
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
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The Company
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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