As a Trade Lifecycle Associate II within JPMorganChase, you will play a pivotal role in managing the operations of the pre- and post-trading life cycle across all asset classes. Your expertise in trade lifecycle processes will be crucial in ensuring all trades are processed accurately and efficiently on respective platforms. You will be expected to apply your advanced analytical skills and broad understanding of the professional field to solve problems, make decisions that impact the department, and ensure compliance with technical standards and policies. Your role will involve coordinating with various departments, managing cash movements in and out of client accounts, and preparing funding for managed demand deposit accounts. You will also be responsible for identifying process inefficiencies and implementing improvements, leveraging automation technologies, and managing projects effectively. Your ability to influence and manage internal stakeholders, coupled with your strong presentation skills and market product knowledge, will be key to your success in this role.
Job Responsibilities:
- Ensure timely Processing & settlement of trades, investigate & resolve trade-related breaks in accordance with the established work practices and procedures
- Working with various internal teams such as Middle office, pre-matching, settlements, cash processing, account opening and asset servicing to process transactions and resolve any exceptions on a timely manner
- Perform root cause analysis for their respective clients to increase Straight Through Processing (STP) and reduce client inquiries
- Establish and maintain relationships with operations & middle office contacts at clients
- Partner with client service teams to help change client behavior where required to remove manual processes.
- Strong understanding of Risk Management and should be able to manage the issues exceptions above materiality thresholds for resolution
- Ensure all day to day queries dealt with within required SLAs and escalate issues to the team leader.
Required Qualifications, Skills and Capabilities:
- Knowledge of financial markets, trade lifecycle and settlement practices
- Excellent verbal and written communication skills and adept at communicating with all levels of the business and technical parts of the organization
- Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
- Exposure to business intelligence tools (I.E. Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
- Bachelor's Degree required or equivalent experience
Preferred Qualifications, Skills and Capabilities:
- Prior custody/treasury operation services, markets operational experience
- Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Trade life cycle, Reconciliation rules and Global Custody
- Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure “Best in Class” results
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.
Skills Required
- Knowledge of financial markets, trade lifecycle and settlement practices
- Excellent verbal and written communication skills
- Operate effectively in a dynamic environment with tight deadlines and strong time management
- Exposure to business intelligence and automation tools (Tableau, Alteryx, UiPath, OwlDQ)
- Bachelor's Degree or equivalent experience
- Prior custody/treasury operations or markets operational experience
- Understanding of SWIFT, cross-border payments, FX, reconciliation rules and global custody
- Self-starter with strong leadership skills and proactive risk mitigation
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.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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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.
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