Chase · 1 hour ago
Associate I - Trade Lifecycle
JPMorgan Chase is one of the oldest financial institutions, and they are seeking a Trade Lifecycle Associate I to manage the pre- and post-trading life cycle. The role involves ensuring seamless trade processing, managing cash movements, and improving operational processes while collaborating with various stakeholders.
BankingFinancial Services
Responsibilities
Support trade processing platforms through the monitoring and resolution of complex issues
Interact daily with clients, internal stakeholders, counterparties, 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 should be able to manage the issues exceptions above materiality thresholds for resolution
Ensure all day-to-day queries dealt with within required SLAs and escalate issues to the team leader
Perform root cause analysis for their respective clients to increase Straight Through Processing (STP) and reduce client inquiries
Will be required to master the complexities of many equity and fixed income products as well as gain a solid understanding of our business model and infrastructure
Review existing controls and procedures - identify where processes can be improved through technology such as automation
Develop and implement effective Operational Risks analytics – ability to deliver deep, thoughtful analysis to identify CIB level risks and measure the overall health of the CIB Control Environment
Qualification
Required
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, with a track record of optimizing operations in a financial services environment
Experience in managing strategic projects in partnership with Product, Tech, and Change partners, with a focus on change management and stakeholder engagement
Proficiency in automation technologies and systems architecture, with a focus on implementing automation optimization and initiatives in a trading environment
Exposure to business intelligence tools (I.E. 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
Preferred
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 focus to mitigate risks and taking proactive approach to ensure 'Best in Class' results
Bachelor 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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
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2025-12-29
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