Trade Lifecycle Manager I
JPMorganChase
Join a team where your expertise shapes the future of client service and operational excellence. As part of our Swap Middle Office, you’ll collaborate with industry leaders and global partners to deliver innovative solutions for equities and fixed income swaps. Your work will directly impact client relationships and drive process improvements in a fast-paced, evolving environment. Take the opportunity to grow your skills, lead initiatives, and make a meaningful difference. Be at the forefront of change in a role that values your ideas and initiative.
As a Trade Lifecycle Manager in the Swap Middle Office team, you play a key role in delivering outstanding client service and operational support for equities and fixed income swaps. You work with us to resolve complex inquiries, drive process improvements, and strengthen client relationships. Together, we foster a collaborative and dynamic environment where your ideas and initiative are valued. Your contributions help us maintain high standards and adapt to the evolving needs of our clients and business.
Job responsibilities
- Serve as the first point of contact for external clients on operational issues, including settlements, documentation, and account setup.
- Act as the primary contact for Front Office Trading and Sales on trade bookings and issue resolution.
- Define and execute agendas for external clients, including best practice reviews, KPIs, surveys, and STP rates.
- Attend quarterly review meetings with external clients to discuss service and performance.
- Coordinate with global partners in middle office and client service to drive process improvements and system changes.
- Communicate open issues to clients and internal partners clearly and concisely.
- Manage client queries, ensuring timely investigation and resolution.
- Oversee the trade life cycle, including allocations, settlements, corporate actions, affirmations, and regulatory reporting.
- Identify opportunities for process improvement and collaborate with relevant partners to implement solutions.
- Apply MIS and trend analysis to identify root causes and resolve issues with internal teams.
- Liaise with clients, settlement teams, and third-party institutions to ensure timely and accurate trade capture and account maintenance.
Required qualifications, capabilities and skills
- Associate degree or equivalent qualification.
- Excellent communication and interpersonal skills for building strong relationships with clients and internal teams.
- Demonstrated initiative, ownership mentality, and ability to think creatively.
- Strong leadership skills with the ability to take ownership and responsibility.
- Ability to escalate issues appropriately to management, controls, and front office teams.
- Effective team player who can also work independently.
- Highly organized, able to multi-task and prioritize in a fast-paced environment. Positive attitude and ability to work under pressure.
- Proven ability to drive and manage global initiatives and projects.
- Strong analytical and problem-solving skills, with a client-focused approach.
- Working understanding of Equities, Bonds, and Swap products and their process flows.
- Advanced PC skills, especially in Microsoft Excel, including formula construction and reconciliation solutions.
Preferred qualifications, capabilities and skills
5 years minimum experience in the industry is preferred
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.
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Deliver exceptional client service and drive process improvements in a dynamic team supporting equities and fixed income swaps.