Trade Lifecycle Associate I

About the role

Trade Lifecycle Associate I at JPMorganChase in Mumbai, Maharashtra, India, supports the pre- and post-trading life cycle across all asset classes. Day-to-day work centers on managing cash movements and funding for managed demand deposit accounts (DDA’s), reconciling ledgers, collaborating with other lines of business, and driving process improvements and automation. The role also involves supporting strategic projects with Product, Tech, and Change partners, handling day-to-day queries within SLAs, and performing root cause analysis to increase Straight Through Processing (STP).

What you’ll do

• 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.
• Ensure all day-to-day queries are dealt with within required SLAs and escalate issues to the team leader.
• Perform root cause analysis for respective clients to increase Straight Through Processing (STP) and reduce client inquiries.

What you’ll bring

• Minimum 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 (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data.
• Ability to understand Risk Management and manage issues/exceptions above materiality thresholds for resolution.
• Ability to handle day-to-day queries within required SLAs and escalate issues to the team leader.

Nice to have

• Prior custody/treasury operation services or markets operational experience.
• Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Trade life cycle, Reconciliation rules, and Global Custody.
• Self-starter with ability to learn quickly.
• Strong leadership skills with focus to mitigate risks and take a proactive approach to ensure 'Best in Class' results.

Skills