Trade Lifecycle Analyst

• The specialist performs end-to-end transfer processing, including intake, validation, submission, follow-up, settlement, and post-transfer reconciliation. The role reviews transfer instructions and supporting documentation for completeness and suitability, confirms account eligibility and registration details, and ensures assets, cash, and cost basis information are moved and recorded accurately where applicable.
• The specialist manages exceptions and aged items by researching breaks, coordinating with counterparties and internal partners, and driving issues to closure with clear documentation of actions taken. The role may support client-facing partners by providing transfer status updates, setting expectations, and summarizing root causes when service recovery is required.
• The specialist contributes to operational excellence by identifying recurring defects, proposing process improvements, supporting procedure documentation, and assisting with testing or implementation activities for system or workflow changes that impact transfers.

• Exprience in financial services operations, account servicing, brokerage/custody, or related transfer processing functions, with demonstrated ability to manage high-volume, deadline-driven workflows. A working understanding of account registrations, asset types (e.g., equities, mutual funds, fixed income), and core brokerage operations is expected.
• Clear written communication and the ability to coordinate across teams and external parties are required.

• Prior direct experience with account transfer mechanisms and related workflows (including custody-to-custody transfers, re-registrations, and transfer exception management) is preferred. Experience in service remediation, reconciliations, and operational risk controls is valued.
• Relevant industry licensing or credentials may be preferred depending on business model and role scope, as well as familiarity with cost basis processing, corporate actions impacts to transfers, and complex account structures (e.g., trusts, retirement accounts).

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.