Trade Lifecyle Associate

Posted 2 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Support and lead reconciliation initiatives across the trade lifecycle: gather and analyze requirements, drive process improvements, manage recon projects, troubleshoot defects, collaborate with Business/Operations/Technology, and assist change management for system/configuration updates.
Summary Generated by Built In

Employer Description

JPMorgan Chase & Co., 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 JPMorgan 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. 

Role Description

As an Associate, you'll participate in recon initiatives supporting business and  projects, providing support for various initiatives and any associated business transformation projects supporting Wm Reconciliations Center of Excellence. You may be involved in multiple initiatives, working across the whole lifecycle, onboarding new business, executing process changes, configuration changes or system modifications. Through strong partnership with Business, Operations and Technology counterparts, you'll work on deliverables. Primary areas of focus include eliciting Recon needs or initiative requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis. Role will expect once to drive process improvements and collaborate with cross functional teams to achieve excellence in recon operations.

Responsibilities:

  • Gather/analyze complex data and develop accurate conclusions with sufficient comprehension of the business to understand risk implications
  • Lead and manage Recon related initiatives, ensuring alignment with business goals and objectives. Develop project plans, timelines, and budgets, and ensure projects are delivered on time and within scope.
  • Understand user experience to aid support in defect troubleshooting
  • Collaborate with cross-functional teams to design, implement, and optimize reconciliation processes. Drive continuous improvement initiatives to enhance reconciliation processes and tools.
  • Facilitate forums to address the priority of reported enhancements and defects
  • Evaluate existing project management processes and look for areas of improvement
  • Assist with change management as new features are delivered through systematic integrations

Qualifications:

  • 3-5 years of Recon experience & 1 year of Project experience and proven ability to gather/analyze complex data and develop accurate conclusions with sufficient comprehension of the business to understand risk implications
  • Bachelor’s degree from an accredited institution required in Business/Finance
  • Preferred experience within a reconciliation or financial services environment. Strong understanding of reconciliation processes and tools, with expertise in iRecs
  • Excellent analytical, problem-solving, and decision-making skills. 
  • Strong leadership and team management abilities. 
  • Exceptional communication and interpersonal skills.
  • Hands on experience in Alteryx/Tableau- experience with data visualization and reporting tools
  • Team player that works well with others and can easily adapt to constant changing and dynamic environments
  • Highly disciplined, self-motivated, and delivery-focused with ability to work independently
  • Ability to positively influence change and maintain a positive change management environment
  • Excellent verbal and written communication skills
  • Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint
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 TeamJ.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.​

Skills Required

  • 3-5 years reconciliation (Recon) experience and 1 year project experience
  • Bachelor's degree in Business or Finance
  • Preferred experience within a reconciliation or financial services environment
  • Strong understanding of reconciliation processes and tools, with expertise in iRecs
  • Hands-on experience with Alteryx and Tableau
  • Intermediate/Advanced Microsoft Office skills, including Excel, Visio and PowerPoint
  • Excellent analytical, problem-solving, and decision-making skills
  • Strong leadership and team management abilities
  • Exceptional verbal and written communication and interpersonal skills
  • Ability to drive change and support change management in dynamic environments
  • Team player who adapts to constantly changing environments

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 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.
  • 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.
  • 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.

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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