Associate - Trade Lifecycle

Associate I - Trade Lifecycle

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Step into the role of Trade Lifecycle Associate I at JPMorgan

Chase, 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.

• Support trade processing platforms through the monitoring and resolution of complex issues.
• Interact daily with clients, internal stakeholders, counter parties, traders, custodian banks and senior management.
• Identify trade discrepancies as well as mitigate the risks related to the trade life cycle.
• Contribute to the review and improvement of end-to-end trade lifecycle processes, applying knowledge of process improvement methodologies to optimize operations.
• Support strategic projects in partnership with Product, Tech, and Change partners, applying change management skills to ensure seamless adoption of new processes and technologies.
• Understand Risk Management and manage issues that exceed materiality thresholds for resolution.
• Ensure all day-to-day queries are dealt with within required SLAs and elevate issues to the team leader.
• Perform root cause analysis for clients to increase Straight Through Processing (STP) and reduce client inquiries.
• Master the complexities of many equity and fixed income products and gain a solid understanding of our business model and infrastructure.
• Review existing controls and procedures to identify opportunities for improvement through technology such as automation.
• Develop and implement effective Operational Risks analytics – deliver deep, thoughtful analysis to identify CIB-level risks and measure the overall health of the CIB control environment.

• 2+ years of experience or equivalent expertise in managing cash movements and preparing funding for managed demand deposit accounts (DDA’s).
• Proficient in using various systems and tools for financial data reconciliation and ledger management.
• Advanced skills in process improvement methodologies, with a track record of optimizing operations in a financial services environment.
• Experience managing strategic projects with Product, Tech, and Change partners, focusing on change management and stakeholder engagement.
• Proficiency in automation technologies and systems architecture, with a focus on implementing automation optimization initiatives in a trading environment.
• Exposure to business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data.
• Ability to work in a fast‑paced, deadline‑driven environment with an emphasis on risk mitigation and efficiency.
• Strong knowledge of financial markets and products.
• Ability to prioritize and multi‑task.

• Prior custody/treasury operation services or markets operational experience.
• Understanding of SWIFT, Cross‑Border Payments, Foreign Exchange, Trade life cycle, Reconciliation rules and Global Custody.
• Self‑starter who learns quickly, with strong leadership skills and a proactive approach to risk mitigation.
• Bachelor’s degree in Finance or related field and/or equivalent work experience preferred.
• Proficient with Excel, Word, Access, PowerPoint; VBA and SQL knowledge is a plus.

JPMorgan

Chase, 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 by role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also…