Trade Lifecycle Analyst

Job Description
Join our team and be at the heart of client operations, driving excellence in service and operational efficiency. Shape the future of client relationships by resolving complex issues, managing trade processes, and collaborating with global partners. Unlock your potential in a fast-paced environment that values initiative, teamwork, and continuous improvement.
As a Trade Lifecycle Analyst within the Trade Operations Team, you will be the primary contact for external clients and front office teams, handling operational issues, trade bookings, and process improvements. You will manage the trade lifecycle, coordinate with global partners, and ensure timely resolution of client queries. Your role will focus on delivering best practices, promoting operational enhancements, and maintaining strong client relationships.
Job responsibilities:

• Serve as the first point of contact for external clients on operational issues, including pre-matching, settlements, documentation, audit, technology, account setup, and client reporting.
• Act as the primary contact for front office trading and sales on Stock Borrow and Loan (SBL) trade bookings and issue resolution.
• Define and execute agendas for external clients, including best practice reviews, KPIs, surveys, and Straight Through Processing (STP) rates.
• Attend quarterly review meetings with external clients and communicate open issues clearly to clients and internal partners.
• Coordinate with global middle office and client service partners to drive process improvements and system changes.
• Manage client queries, ensuring timely investigation and resolution.
• Oversee the trade lifecycle, including allocations, settlements, corporate actions, affirmations, and regulatory reporting.
• Identify opportunities for process improvement and collaborate with relevant partners to deliver solutions.
• Apply MIS and trend analysis to identify root causes and partner with internal teams for resolution.
• 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:

• 1+ year in the financial industry.
• Excellent communication and interpersonal skills, with the ability to build strong relationships across clients, marketers, traders, and support teams.
• Self-starter with initiative, ownership mentality, and creative problem-solving abilities.
• Strong leadership skills, including the ability to escalate issues appropriately and drive operational or industry initiatives.
• Effective team player who can also work independently in a fast-paced environment.
• Highly organized, able to multi-task, and manage global initiatives and projects.
• Positive attitude, with the ability to work under pressure and manage quarterly review meetings with clients.
• Strong analytical and problem-solving skills, with a client-focused approach and exceptional attention to detail.
• Good understanding of derivatives regulatory requirements, regulatory reporting, and compliance in financial services.
• Working knowledge of Equities, Bonds, and Swap products, including their relevant process flows.
• Proficiency in Microsoft Excel, including formula construction and reconciliation solutions.

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.