Trade Lifecycle - Analyst

Socket.dev; Newark (DE); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorganChase is seeking a Trade Lifecycle Analyst to manage pre- and post-trading life cycle operations across asset classes, focusing on cash movements and funding for client accounts. You will coordinate with other lines of business to ensure proper funding and contribute to process improvements and automation initiatives.

You will work on identifying issues, supporting planning and execution of projects, and building relationships with internal stakeholders while gaining exposure to market

Qualifications

• Baseline knowledge of financial markets and transaction lifecycle.
• Experience managing cash movements and coordinating funding.
• Familiarity with process improvement and automation technologies.
• Ability to build relationships with internal stakeholders.
• Experience supporting project planning and execution.

Responsibilities

• Manage cash movements into and out of client accounts, ensuring accurate allocation and reconciliation of funds.
• Collaborate with other business lines to facilitate proper funding, ensuring seamless coordination and communication.
• Contribute to the identification and implementation of process improvements, utilizing knowledge of automation technologies to enhance efficiency.
• Participate in projects related to trade lifecycle operations, assisting in the planning and execution stages to meet set objectives.
• Develop a foundational understanding of market products and regulations, applying this knowledge to daily operations and decision-making processes.
• Adapt to tight deadlines by effectively organizing and prioritizing work, while applying a strong logical and analytical mindset to think outside the box and challenge the status quo.

Skills

Financial markets knowledge

Cash movements funding

Process improvement

Stakeholder management

Project planning

Job description

Join our team at JPMorganChase, where you'll play a crucial role in managing the pre- and post-trading life cycle operations. Your focus on cash movements, funding coordination, and process improvements will be key to enhancing operational efficiency and driving success.

As a Trade Lifecycle Analyst within JPMorganChase, you will play a pivotal role in managing the operations of pre- and post-trading life cycles across all asset classes, with a primary focus on cash movements in and out of client accounts and preparing funding for managed demand deposit accounts. You will coordinate with other business lines to ensure proper funding, applying your knowledge of trade lifecycle processes to identify and resolve issues while contributing to process improvements and automation initiatives. Your success will depend on your ability to actively listen, ask insightful questions, and establish productive relationships with internal stakeholders, as well as manage projects and influence outcomes. You will have the opportunity to develop your understanding of market products and emerging technologies, directly impacting the team's goals and performance. Regular guidance and support from more experienced professionals will help you grow in your role.

Job responsibilities

• Manage cash movements into and out of client accounts, ensuring accurate allocation and reconciliation of funds.
• Collaborate with other business lines to facilitate proper funding, ensuring seamless coordination and communication.
• Contribute to the identification and implementation of process improvements, utilizing knowledge of automation technologies to enhance efficiency.
• Participate in projects related to trade lifecycle operations, assisting in the planning and execution stages to meet set objectives.
• Develop a foundational understanding of market products and regulations, applying this knowledge to daily operations and decision-making processes.
• Adapt to tight deadlines by effectively organizing and prioritizing work, while applying a strong logical and analytical mindset to think outside the box and challenge the status quo.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in financial markets and understanding of the transaction lifecycle.
• Demonstrated ability to manage cash movements and coordinate with various business lines for proper funding.
• Experience with process improvement methodologies and automation technologies, with a focus on enhancing operational efficiency.
• Ability to establish productive relationships with internal stakeholders, demonstrating beginning proficiency in stakeholder management.
• Familiarity with project management principles, with experience in assisting with project planning and execution.

Preferred qualifications, capabilities, and skills

• Strong analytical and problem-solving skills, with a background in Economics or Industrial Engineering enhancing understanding of complex financial operations.
• Experience in finance industry operations, demonstrating capability in managing and optimizing financial processes.
• Proficiency in VBA, adding value through automation and efficiency improvements in financial operations.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.