Trade Lifecycle Analyst

Job Description

Join our team at JPMorganChase, where youll 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 teams goals and performance. Regular guidance and support from more experienced professionals will help you grow in your role.

Job Responsibilities

• Execute start-of-day process checks and coordinate reporting and escalations.
• Validate and approve trades in accordance with policies and controls.
• Monitor and resolve exceptions promptly.
• Manage reconciliation breaks by investigating, coordinating fixes, and clearing items.
• Conduct independent process reviews and implement updates and control enhancements.
• Demonstrate strong understanding of bank loan and private placements trade processing, settlements, and administrative functions, including reconciliation of cash and positions.
• Apply knowledge of private credit or direct lending to support accurate processing and risk management.
• Prepare and deliver stakeholder reports across functions and regions.
• Manage shared mailbox communications, triage inquiries, and ensure timely responses.
• Produce and analyze daily KPI and metrics reports to track performance and drive improvements.
• Work flexible US business hours to support stakeholders and critical processing windows.
  
  

Required Qualifications, Capabilities, And Skills

• Hold a bachelor’s degree in any discipline.
• Build strong, collaborative relationships across cross‑functional and global teams, partnering effectively with peers, managers, and LOB/functional stakeholders.
• Work independently with a proactive mindset, seeking guidance when appropriate; demonstrate initiative and a positive, growth‑oriented outlook.
• Manage escalations end‑to‑end by liaising with internal and external stakeholders to drive timely, effective resolution.
• Deliver client‑centric outcomes while maintaining strong risk awareness, exceptional attention to detail, and a high degree of professionalism.
• Demonstrate working knowledge of investment and securities products, financial markets, and market data providers.
• Communicate fluently in English (verbal and written) and leverage advanced Microsoft Office skills—especially Excel, including macros.
  
  

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.
• Worked and desire to work in an automated Processing environment
  
  

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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