Trade Lifecycle Specialist

About the Role

The Trade Lifecycle Specialist IV at JPMorganChase plays a pivotal role in managing complex cash movements and funding for demand deposit accounts. This role is crucial for ensuring seamless trade processing across all asset classes, driving operational efficiency, and fostering innovation through exceptional problem-solving.

Key Responsibilities

• Execute BAU (Business As Usual) processes to the highest standard.
• Publish weekly KPIs (Key Performance Indicators) & KRIs (Key Risk Indicators) and identify/track reasons for deviations.
• Ensure follow-up on all aging items.
• Manage all trade exceptions and guide them to closure.
• Collaborate with associates to maintain regular communication.
• Play a key role in audit reviews and checks.
• Assist in preparing and implementing Business Continuity Plans.
• Work with the Manager to ensure regular communication with partner locations.
• Conduct research and investigations on appropriate systems for operations.
• Explain product features and benefits.

Requirements & Tech Stack

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

Qualifications

• Prior Securities Operation experience will be beneficial.