Trade Lifecycle Associate

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.

Job Summary:

As a Trade Lifecycle Associate within the Digital & Platform Services, you play a pivotal role in maintaining the strength and resilience of JPMorgan Chase. You contribute to the firm's growth in a responsible manner by foreseeing new and emerging risks, and applying your expert judgement to address real-world challenges that affect our company, customers, and communities. Our culture encourages innovative thinking, challenging the status quo, and striving for best-in-class performance.

Job Responsibilities:

• Actively participate in firm-wide strategic initiatives to identify process improvements and efficiency opportunities in the daily workflow on Equity products.
• Know the technical infrastructure that supports the business and effectively utilize it for daily tasks. Ensure all transactions are correctly matched for smooth settlement.
• Pre-match and settle equity trades (including Priority client focus). Manage delivery, cross depot stock movements, identify and instruct payment processing, SBL intraday activity, and escalate and resolve failing trades. Instruct bond conversions, both physical and ADRs. Validate interest claims, auto-borrow reports, and conduct daily high/credit risk reporting.
• Resolve cash and stock breaks by working closely with the Reconciliations team and verify manual instructions.
• Continuously participate in projects involving new system implementation and process improvements.
• Take ownership of work and problems, clarify issues/objections, and ensure data integrity, accuracy, and completeness.
• Work closely with the Business (Desk Heads, Global and Regional Business Managers) to understand their needs, priorities, and issues.
• Collaborate with technology partners to design the right solutions and implement requirements for future state, focusing on priorities and efficiency savings.
• Perform cost-benefit analysis to propose the optimum future process to the business.
• Gather requirements for the build of the future state, clearly documenting workflows, E2E processes, controls along the lifecycle, and new roles and responsibilities.

Required Qualifications, Skills and Capabilities:

• A strong control mindset and adherence to a high degree of business ethics
• In-depth experience with equity products and global markets
• Excellent communication skills
• Ability to pick up complex systems architecture easily
• Experience in driving global initiatives and affecting change in a large organization
• Ability to multitask, ensuring the trades are booked correctly, breaks are resolved and MIS being sent to managers on deadlines.
• Contributes to an environment of collaboration and mutual responsibility
• Graduate with minimum 5 years of experience

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.