Trade Lifecycle Automation & Operations Specialist

Testing Site - JPMC; Newark (DE); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase in Newark, United States, is seeking a Trade Lifecycle Associate I to manage the pre- and post-trading lifecycle across asset classes. You will handle cash movements and funding coordination, drive process improvements, and collaborate with Product, Tech, and Change partners to implement automated solutions.

The role emphasizes stakeholder management, data literacy, and the ability to guide others, with opportunities to enhance data and tech skills within the team.

Qualifications

• 2+ years of experience in managing cash movements and preparing funding for DDA accounts.
• Advanced skills in process improvement with a track record in financial services.
• Experience in managing strategic projects with Product, Tech, and Change partners, focusing on change management and stakeholder engagement.
• Proficiency in automation technologies and systems architecture within a trading environment.
• Exposure to business intelligence tools (Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data.

Responsibilities

• Prepare and manage funding for managed demand deposit accounts (DDA's), ensuring proper allocation of wires to client/funding accounts within the appropriate threshold.
• Participate in the reconciliation of ledgers through detailed investigation using various systems and tools, contributing to the accuracy and integrity of financial data.
• Collaborate with other lines of business to facilitate proper funding, establishing productive working relationships to drive mutually beneficial outcomes.
• 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 elevate issues to the team leader.
• Perform root cause analysis for their respective clients to increase Straight Through Processing (STP) and reduce client inquiries.

Skills

Cash movements

Funding coordination

Process improvement

Automation

Stakeholder management

Data literacy

Tools

Tableau

Alteryx

UiPath

OwlDQ

Job description

JPMorganChase in Newark, United States, is seeking a Trade Lifecycle Associate I to manage the pre- and post-trading lifecycle across asset classes. You will handle cash movements and funding coordination, drive process improvements, and collaborate with Product, Tech, and Change partners to implement automated solutions.

The role emphasizes stakeholder management, data literacy, and the ability to guide others, with opportunities to enhance data and tech skills within the team.