Trade Lifecycle Specialist

Trade Lifecycle Specialist

Begin your career at JPMorganChase where you will support the management of cash movements and funding for demand deposit accounts. Your role will be essential in assisting with trade processing across various asset classes, while your developing problem-solving skills will contribute to operational efficiency and innovation.

As a Trade Lifecycle Specialist III within JPMorganChase, you will assist in handling tasks related to cash movements in and out of client accounts and preparing funding for managed demand deposit accounts. Your contributions will support your team in ensuring trades are processed on respective platforms across all asset classes. You will gain experience in a variety of work processes, applying foundational knowledge of policies and procedures to address routine problems. Your role will involve working on assignments with guidance, requiring you to apply problem-solving techniques and support process improvements. Your ability to actively listen, assist internal stakeholders, and contribute to presentations will be key to your growth in this role.

Job responsibilities

• Assist in 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 support appropriate funding, ensuring seamless operations across all asset classes.
• Utilize various systems and tools to assist in reconciling ledgers, identifying and resolving discrepancies with guidance.
• Contribute to the review and improvement of end-to-end processes, applying basic knowledge of process improvement methodologies to support operations.
• Support the implementation of automation initiatives, gaining 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

• Basic knowledge or equivalent experience 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 routine problems within the trade lifecycle.
• Experience or familiarity with systems architecture and automation technologies to support operational efficiency.
• Ability to assist in creating and delivering presentations to peers, managers, and stakeholders using standard office software applications.
• Familiarity with continuous improvement methodologies to support process optimization within the trade lifecycle.

Preferred qualifications, capabilities, and skills

• Prior experience in Securities Operation will be beneficial.

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.