Trade Lifecycle Specialist

Job Description

Embark on an exciting journey at JPMorganChase, where your role will be pivotal in managing complex cash movements and funding for demand deposit accounts. Your expertise will be crucial in ensuring seamless trade processing across all asset classes, while your exceptional problem-solving skills will drive operational efficiency and innovation.

As a Trade Lifecycle Specialist IV within JPMorganChase, you will play a pivotal role in managing moderate to complex tasks related to cash movements in and out of client accounts and preparing funding for managed demand deposit accounts. Your work will have a significant impact within your team, ensuring all trades are processed on respective platforms across all asset classes. You will leverage your expertise in a variety of work processes, applying advanced knowledge of policies and procedures to solve non-routine problems. Your role will involve working on escalated assignments, requiring you to apply problem-solving techniques and improve existing processes. Your ability to actively listen, manage internal stakeholders, create presentations, and initiate process improvements will be key to your success in this role.

Job responsibilities

• Manage the preparation and allocation of funding for managed demand deposit accounts (DDA’s), ensuring proper allocation within set thresholds.
• Collaborate with other business lines to facilitate appropriate funding, ensuring seamless operations across all asset classes.
• Utilize various systems and tools to reconcile ledgers, identifying and resolving discrepancies in a timely manner.
• Contribute to the review and improvement of end-to-end processes, applying knowledge of process improvement methodologies to optimize operations.
• Support the implementation of automation initiatives, leveraging knowledge of systems architecture and automation technologies to enhance operational efficiency.
• Understand the function and relevant processes end to end. Assist in identification of issues, analysis of problems and implementation of solutions.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in managing cash movements in and out of client accounts and preparing funding for managed demand deposit accounts.
• Demonstrated ability to apply problem-solving techniques to resolve defined problems within the trade lifecycle.
• Experience in using systems architecture and automation technologies to support operational efficiency.
• Ability to create and deliver presentations to peers, managers, and stakeholders using standard office software applications.
• Familiarity with continuous improvement methodologies to optimize processes and propose solutions within the trade lifecycle.
• Proficient in Microsoft Office ie. Word, Excel, Access, Outlook

Preferred qualifications, capabilities, and skills

• Prior Securities Operation will be beneficial.
• Bachelor’s degree or equivalent, preferred.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.​