Trade Lifecycle Analyst

Posted Yesterday
Be an Early Applicant
2 Locations
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manages pre- and post-trade lifecycle operations, including trade reconciliation, unmatched transactions, suspense account breaks, and rejected trades. Coordinates with trading desks, correspondents, stakeholders, and technology teams to resolve issues and improve processes. Supports automation initiatives and trade lifecycle projects while developing knowledge of financial markets, securities operations, and regulations. Requires strong analytical, organizational, communication, and problem-solving skills in a high-volume, deadline-driven environment.
Summary Generated by Built In

Join our P&S team at JP Morgan Chase, where you'll play a crucial role in managing the pre- and post-trading life cycle operations. Your focus on reconciliations and process improvements will be key to enhancing operational efficiency and driving success.

As a Trade Lifecycle P&S Professional within Market Operations, you will play a crucial role in balancing, reconciling, and comparing security trades for the Purchase & Sales Department. You will engage with stakeholders to ensure new businesses and trade flows work properly, and coordinate with technology for trade investigation and process improvements. Your work will directly impact the firm's operations and contribute to the wider community by ensuring accurate and efficient trade processes. Your success will depend on your ability to actively listen, ask insightful questions, and establish productive relationships with internal stakeholders, as well as manage projects and influence outcomes. You will have the opportunity to develop your understanding of market products and emerging technologies, directly impacting the team's goals and performance. Regular guidance and support from more experienced professionals will help you grow in your role
Job responsibilities

  • Notify correspondents and trading desks of unmatched trades.
  • Resolve all suspense account breaks and review rejected transactions.
  • Assist stakeholders in updating/correcting trades upon requests.
  • Identify thematic issues and provide suggestions for improvement.
  • Contribute to the identification and implementation of process improvements, utilizing knowledge of automation technologies to enhance efficiency.
  • Participate in projects related to trade lifecycle operations, assisting in the planning and execution stages to meet set objectives.
  • Develop a foundational understanding of market products and regulations, applying this knowledge to daily operations and decision-making processes.
  • Adapt to tight deadlines by effectively organizing and prioritizing work, while applying a strong logical and analytical mindset to think outside the box and challenge the status quo.

Required qualifications, capabilities, and skills

  • Baseline knowledge or equivalent expertise in financial markets and understanding of the transaction lifecycle.
  • Experience with process improvement methodologies and automation technologies, with a focus on enhancing operational efficiency.
  • Ability to establish productive relationships with internal stakeholders, demonstrating beginning proficiency in stakeholder management.
  • Familiarity with project management principles, with experience in assisting with project planning and execution.
  • Strong analytical, technical, and problem-solving skills.
  • Effective, adaptable, and professional communication/interpersonal skills.
  • Strong attention to detail, quality, and accuracy.
  • Ability to thrive in a high-pressure, high-volume, deadline-driven environment.
  • Open and receptive to feedback/coaching.
  • Accountable, reliable, and committed.

Preferred qualifications, capabilities, and skills

  • Experience in finance industry operations, demonstrating capability in managing and optimizing operational processes.
  • Proficiency in Micro Soft Office especially Excel.
  • Knowledge of securities industry and operations.
  • Ability to analyze a process and recommend ways to improve quality, control, and efficiency
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
  • Educated to a Degree Level
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Baseline knowledge or equivalent expertise in financial markets and transaction lifecycle operations
  • Experience with process improvement methodologies and automation technologies
  • Beginning proficiency in stakeholder management and ability to build productive internal relationships
  • Familiarity with project management principles and project planning and execution
  • Strong analytical, technical, and problem-solving skills
  • Effective, adaptable, and professional communication and interpersonal skills
  • Strong attention to detail, quality, and accuracy
  • Ability to work in a high-pressure, high-volume, deadline-driven environment
  • Openness to feedback and coaching
  • Accountability, reliability, and commitment
  • Experience in finance industry operations and optimizing operational processes
  • Proficiency in Microsoft Office, especially Excel
  • Knowledge of the securities industry and operations
  • Ability to analyze processes and recommend quality, control, and efficiency improvements
  • Developing experience with AI-powered analytics, workflow automation, or intelligent process tools
  • Degree-level education

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.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
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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