Trade Lifecycle Associate

6 months ago

Mumbai Maharashtra, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
Build your career in Trade Lifecycle while working in the world’s most innovative bank which values creativity and excellence

**Job Summary**:
As a member of our Marketing Materials Team under the Client Reporting Group, we look first and foremost for people, who are passionate around solving business problems through a logical mindset and innovation. We embrace a culture of experimentation and constantly strive for improvement and learning. You will work in a collaborative & trusting environment that encourages diversity of thoughts and creative solutions that are in the best interest of our customers globally.

Client Reporting supports Wealth Management Line of Business, partners** **with internal stakeholders to collect pertinent data, and coordinates production of **factsheets** with third party vendors. Process is done on both, a monthly and quarterly basis.

**Factsheets **are marketing materials leveraged by Advisors for conversations with both prospective and invested clients. The documents provide clients with various insights and metrics into the fund or investment strategies.

**Responsibilities**:

- Support the global vision, goals and objectives, define requirements, and prioritize delivery in order to maximize the business value of the investment.
- Manage expectations from the business across Asia, EMEA and Americas to onboard, standardize and govern the Client reporting management process.
- Manage and support aspects of client reporting & factsheet lifecycle for various business groups and processes.
- Partner with Operations and Technology and drive teams toward robust set of delivery milestones. Understand and mitigate risks, bottlenecks, and inefficiencies in product development lifecycle.
- Demonstrate governance by ensuring that: (a) work streams and initiatives are tracked and actively managed, (b) KPI’s are agreed, measured, and tracked, (c) deliverables are properly prioritized and sequenced, (d) risks are addressed and status measured, and (e) deliveries are successful.
- Develop clear documentation of the scope, business requirements, use cases, workflows, wire-frames, and other materials as needed to support UX research, design and development
- Develop and maintain deep relationships with delivery partners across including senior leaders in the Business, Technology, Design, Operations, and control functions across lines of business.
- Embody true “customer-obsession” in identifying and leveraging user data, industry trends, and varying forms of user feedback to shape our design and roadmap.

**Required qualifications, capabilities and skills**:

- 8 or more years of experience in operations management or program management assisting in strategic or transformational change strongly
- Working experience in any marketing materials is strongly preferred.
- Relevant experience in Wealth Management, Asset Management, Digital Banking, or a closely related business required.
- Experience in managing process delivery & BAU across multiple workstreams with varying timelines, priorities, and complexities.
- Demonstrated ability to manage tight delivery timelines, and ensure our organization is on track to execute and deliver strategic change that meets our goals.
- Proven ability to execute via successful internal partnerships with other lines of businesses, with the ability to influence people at all levels across a broad variety of job functions.
- Excellent leadership skills - of product, programs, projects, teams and/or employees.
- Structured thinker, effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
- Strong understanding of different development methodologies (e.g., Agile, Waterfall).
- Strong Oral and written communication
- Bachelor’s degree or equivalent experience required.

**ABOUT US**

JPMorgan Chase & Co., 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’ an

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