
Trade Lifecycle Associate
5 days ago
**JOB DESCRIPTION**
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.
**Job Summary**:
**Responsibilities**:
- Maintaining JIRAs
- Partner with technology teams to provide obtain data requirements, document to identify solutions, end to end testing and reconciliation
- Collaboratively manage Sponsor/customer expectations, and interacting with sponsor on a regular basis
- Partner with Subject Matter Experts to ensure requirements comply with generally accepted processes and principles to comply with internal controls
- Provide support by coordinating data extraction from various databases and data interpretation
- Conducts detailed business analysis involving complex requirements and processes and presents results to the various stakeholders
- Create detailed Business Requirement documentation or Business Process documentation (as applicable)
- Understand complex business requirements and provide solutions for operating models and implementation options
**Required qualifications, capabilities and skills**:
- Over 6 years of experience in complex program management or strategy implementation in financial services or operations.
- In-depth knowledge of Asset Management or Investment Management products, services, market instruments, and conventions
- Strong attention to detail, critical for supporting Portfolio Management Groups and Front Office with zero tolerance for oversight mistakes.
- Analytical skills to analyze process flows and ideate operational improvements.
- Leadership skills, strong team player, and ability to build relationships with cross-functional and geographical teams.
- Proactive approach to problem-solving, client experience impact, and determination to follow issues through to closure.
- Effective communication skills, both spoken (assertiveness) and written, to assist Client Service Specialists with queries and investigations.
- Ability to resolve exceptions, document them, and share new learnings with the team.
- Adaptability to perform in a fast-paced environment, handle multiple tasks, and prioritize effectively.
- Control-oriented with essential risk awareness and ability to manage complex stakeholder relationships, including senior stakeholders in Business Technology, Operations, Risk, Legal, and Compliance.
**Preferred qualifications, capabilities and skills**:
Understanding of trade life cycle and reconciliations; client onboarding experience is a plus.
**ABOUT US**
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.
**ABOUT THE TEAM**
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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