Trading Lifecycle Associate

Posted 12 Hours Ago
Be an Early Applicant
Bengaluru, Karnataka
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Trading Lifecycle Associate manages corporate action processes, class actions, proxy voting, and team supervision. They ensure effective teamwork, regulatory reporting, and maintain quality metrics while handling financial products like equities and bonds. This role requires strong organizational skills, operational risk management, and a client-focused approach, along with the ability to work under pressure during peak periods.
Summary Generated by Built In

Job Description
Specific Responsibilities -
Corporate Action process - Mandatory and Voluntary corporate action, Proxy Meetings and Instructions.
Class Action Filling - Domestic , Antitrust and Global Litigations
Proxy Services - Voting Ballots, Meeting Set up
Staff development through strong engagement and Training Need Analysis
Ensure team work culture is practiced
Effectively manage a process/sub process of team size of 2 -3 individuals and supervise the daily BAU activities
Understanding of financial products like Equity, Fixed Income, MBS, CBS and other structured products
Strong understanding of Asset management business, TLM and Accounting principles
Various Regulatory reporting
Mailbox management
Daily KPI and metrics reporting
Counterparties, Broker and custodian follow up and interaction.
Candidate should be flexible to work in US/EMEA hours.
Qualifications - Graduate/Post Graduate
Strong Academics background with approx. 7-8 years of relevant work experience
Core Skill-sets
- Have the ability to work independently and to proactively seek guidance from others as needed
- Prior experience on applications such as Bloomberg, DTCC and Custodian Portals -SSB CAPTAIN, BNY
NEXEN, NTRS CDR etc. will be helpful
- Strong team player and has the capacity to build good working relationships with cross functional
/geographical teams
- Result oriented, accepting responsibilities and challenges that take them outside their comfort zone
- Positive outlook and a desire to stretch themselves to achieve both personal and functional success.
- Partners well with peers, subordinates, managers, and LOB and functional partners
Competencies:
- Knowledge of Investment products.
- At least 6-7 years of Experience in managing the end to end functions of Corporate Action
- Building a strong mechanism to take care of volume peaks during peak Corporate Actions season
- Identifying operational risks proactively and mitigating appropriately.
- Ensure adequate back-ups created for all critical positions and assist other teams during contingencies (Staff shortage, high volumes etc)
- Must be highly organized and able to work to tight deadlines
- Client Focused & having Risk awareness
- Needs excellent attention to detail and a high degree of professionalism / initiative
- Relevant knowledge about the securities market and different financial products - Equity, Bonds, ETFs,
Mutual Funds
- Excellent MS skills ideally to macro level
- Knowledge of market data providers
Qualifications:
Language requirement
- Fluent English (Verbal and Written)
About Us
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 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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