Trade Lifecycle Associate

JP Morgan

Location: Dorset

Job Type: Full time


Welcome to JPMorgan Chase. If you have the ability to both work well as part of a team, and also are results orientated, self-motivated, proactive by using own initiative to take personal responsibility for tasks and actions, this role is for you!

As the Trade Lifecycle Associate in Client Service Team you will be a part of team that provides the first point of contact for institutional clients in relation to the successful processing of trades. Allocation of stock to the relevant funds, provision of timely, accurate confirmations and the management of trades through to settlement are key responsibilities for the group. Achieving these requirements whilst maintaining superior service to the clients and a strong relationship with partnering groups across the globe is the key to success.

Job responsibilities

  • Acts as primary operations point of contact for sales and sales trading desks and client operations teams, partnering with global teams to resolve queries or issues
  • Ensures prompt and accurate allocation of trades to the relevant funds and that accurate trade confirmations are provided in a timely manner, in line with client requirements
  • Manages all client queries in a timely manner and proactively works to ensuring any issues do not reoccur
  • Provides the Front Office with timely, accurate information in relation to the status of problem trades
  • Completes all relevant control checks, escalation and maintains audit trail
  • Identifies opportunities to continuously improve ‘Straight Through Processing’ and quality of service delivered to clients; and automate/streamline existing processes
  • Partnerships with our Commission Management Solutions team on any research commission queries
  • Partnerships with the CIB Account Oversight team in relation to special handling and resolving any issues for priority clients
  • Provides Subject Matter Expertise (SME) input in partnership with technology and operations project teams
  • Oversees of the Settlement function which sits within our Prematching hub in Mumbai

Required qualifications, capabilities, and skills

  • Experience within operations, preferably within an Investment Banking environment
  • Well established client service skills with a positive attitude
  • Strong analytical and problem solving skills
  • The ability to partner and manage relationships with a variety of diverse groups
  • A flexible, organized, proactive attitude towards work with the ability to multi-task and prioritize workload to meet daily deadlines
  • Excellent communication skills in all media
  • Control mindset with risk awareness along transaction lifecycle and strong attention to detail