Trade Lifecycle Analyst, Client Service

Reposted 6 Days Ago
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Manila, Metro Manila, National Capital Region
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage client operations related to trade lifecycle, ensuring service excellence while liaising with clients and internal teams. Identify improvement opportunities and resolve inquiries timely.
Summary Generated by Built In
Job Description
Elevate your career with JPMorgan Chase, a top financial firm, valuing innovation, creativity, and excellence.
As a Trade Lifecycle - Client Service Analyst within the Commercial Investment Banking business, you will be responsible in providing superior client service and to ensure all operational controls are followed. You will partner with our clients, as well as with our internal teams; Front Office, Product Development, Product Control, Client Service, Sales, Corporate Actions, and Technology. There will be continual opportunities to be involved with a variety of initiatives across the organization and to contribute towards a rapidly evolving environment
Job responsibilities:
  • Manage external clients on all operational issues including: valuations, collateral, settlements, documentation, audit, technology, account set up and legal documentation, client reporting, trade bookings / issue resolution
  • Define and execute agenda for external clients, including best practice reviews, KPIs, surveys, and STP rates
  • Attend quarterly review meetings with external clients
  • Coordinate with global partners in middle office and client service to help drive process improvements, system changes and improve/maintain our client relationships
  • Manage client queries, ensuring they are investigated and resolved in a timely fashion
  • Manage trade life cycle; allocations, settlements, corporate actions, affirmations & regulatory reporting
  • Identify opportunities for process improvement and work with the relevant partners to deliver to the business
  • Apply MIS and trend analysis to identify the root cause and partner with internal teams to resolve the issue
  • Work closely with external clients, settlement teams and third party institutions to settle client trades
  • Liaise with clients and internal teams to ensure timely and accurate trade capture

Required qualifications, capabilities and skills:
  • 3 year minimum experience in the financial services industry is required
  • Excellent communication and interpersonal skills with the ability to develop strong working relationships with marketers, external clients, traders and other support teams
  • Must be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
  • Skillset to properly escalate issues to management, controls team and front teams.
  • Team Player, but also must be able to work independently
  • Highly organized, able to multi-task in a fast paced environment
  • Positive "Can Do" attitude
  • Ability to work under pressure
  • Strong analytical and problem solving skills, including the ability to understand the external client's perspective when applying solutions
  • Creative problem solving with a focus on improving / maintaining client relationships and xceptional attention to detail
  • Working understanding of Equities and Fixed Income products; and their relevant process flows is required

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'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.

Top Skills

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What the Team is Saying

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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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