Trade Lifecycle Analyst - Team Leader

Posted 13 Days Ago
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Mumbai, Maharashtra
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Trade Lifecycle Analyst - Team Leader will oversee the verification and execution of trades, manage operational procedures, ensure compliance with regulations, evaluate process improvements, and train new team members while maintaining strong client relations and communication.
Summary Generated by Built In

Job Description
The Account Transitions Team in Private Bank Operations is responsible for supporting all asset transfers of all the securities/cash internally and externally along with closure of the accounts in Private Banks. Managing all pre-execution risks - incorrect & delayed trade transfer, Market cutoffs and queue monitoring. Following up with custodian - WSS & DTC for unconfirmed, un-booked transfers
Job Summary
As a Trade Lifecycle Analyst - Team Leader within our dynamic operations team, you will be responsible for accurate verification and execution of all Trades, Cash and FX instructions received by internal partners within established service level agreements. Review, monitor and action against daily break, fail and control reports. Timely completion of cancellation and correction requests. Respond promptly and accurately requests & inquiries from the Front Office, Client Service, Custodian and external brokers. Follow up with the Custodian / Counterparty for the Failed Trades. To check Pre matched report and settled deals report. Following up with internal / external counterparty for unconfirmed trades. Coordinate with the cash management team and the Middle Office team. Regular review of various Business Matrix - KPI, Capacity Report, Error Logs, etc.
Job Responsibilities:

  • Managing operations with minimal or no supervision.
  • Ensuring accurate and timely completion of operational procedures.
  • Understanding, follow and demonstrate compliance with all Risk and Control regulations.
  • Identifying, evaluate and deliver process improvement initiatives.
  • Ensuring that documentation is maintained up to date.
  • Monitoring and chasing queries to ensure timely completion based on deadlines/urgency/escalations.
  • Building synergies across processes.
  • Taking process trainings for new joiners.


Required qualifications, capabilities and skills:

  • Graduate with atleast 4 years of relevant work experience
  • Strong analytical skills with high accuracy and attention to details.
  • Excellent communication skills, both verbal and written.
  • Strong Client Focus: adhering to response time to client and maintaining high client satisfaction.
  • Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
  • Assertiveness: willingness and ability to challenge the status quo and express opinions,
  • Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
  • Adaptability: effectively organize and prioritize work to meet stringent deadlines.
  • Candidate should possess in-depth knowledge on International/Domestic Banking mainly - Asset transfers, Automated Customer Account Transfer Services (ACATS) & financial services operations, Securities Market, Fixed Income, Equities and Mutual Fund
  • High proficiency in Microsoft Office


Preferred qualifications, capabilities and skills:

  • Post Graduate (Preferably MBA in Finance)
  • Investment Banking Operations experience required, Private Banking operations experience would be beneficial.


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 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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

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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