Trade Lifecycle Associate I

About the Role

Step into the role of Trade Lifecycle Associate I at JPMorganChase, where you'll be a vital part of managing the pre- and post-trading life cycle. Your expertise in cash movements and funding coordination will be essential in ensuring seamless trade processing and operational excellence. You will play a pivotal role in managing the operations of the pre- and post-trading life cycle across all asset classes. You will leverage your broad knowledge of trade lifecycle principles and practices to propose and implement improvements to our current working methods. Your role will involve diverse activities requiring analysis and judgement within defined boundaries, and you will often be responsible for guiding the work of others. You will also have the opportunity to develop your data and tech literacy skills while working with us.

Key Responsibilities

• Prepare and manage funding for managed demand deposit accounts (DDA's), ensuring proper allocation of wires to client/funding accounts within the appropriate threshold.
• Participate in the reconciliation of ledgers through detailed investigation using various systems and tools.
• Collaborate with other lines of business to facilitate proper funding, establishing productive working relationships.
• Contribute to the review and improvement of end-to-end trade lifecycle processes, applying knowledge of process improvement methodologies.
• Support strategic projects in partnership with Product, Tech, and Change partners, applying change management skills.
• Understand Risk Management and manage issues/exceptions above materiality thresholds for resolution.
• Ensure all day-to-day queries are dealt with within required SLAs and escalate issues to the team leader.
• Perform root cause analysis for respective clients to increase Straight Through Processing (STP) and reduce client inquiries.

Requirements & Tech Stack

• 2+ years of experience or equivalent expertise in managing cash movements and preparing funding for managed demand deposit accounts (DDA's).
• Demonstrated proficiency in using various systems and tools for financial data reconciliation and ledger management.
• Advanced skills in process improvement methodologies.
• Experience in managing strategic projects with a focus on change management and stakeholder engagement.
• Proficiency in automation technologies and systems architecture.
• Exposure to business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data.
• Proficiency in listening and questioning.
• Proficiency in internal stakeholder management.
• Proficiency in presentation skills.

Qualifications

• 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 a focus to mitigate risks and taking a proactive approach.