Trade Lifecycle Associate

Posted 2 Days Ago
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Mumbai, Maharashtra
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Trade Lifecycle Associate, you will manage reconciliations for private bank accounts, investigate discrepancies, conduct analysis, and participate in transformation initiatives utilizing intelligent automation. You will also engage with stakeholders while enhancing reconciliation processes and providing solutions to senior management.
Summary Generated by Built In

Job Description
Job Summary
Are you seeking an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging environment? This is a unique chance to work in the Reconciliations team and collaborate with various businesses.
As a Trade Lifecycle Associate in Wealth Management Reconciliation, you will work on strategic business initiatives, perform reconciliations, engage with stakeholders, and provide solutions with senior management visibility. You will also participate in transformation initiatives leveraging intelligent automation tools. Additionally, you will have the opportunity to enhance reconciliation processes, perform root cause analysis, and collaborate closely with global and local business stakeholder teams.
Job Responsibilities
1. Manage reconciliations of all PB/IPB accounts held by the private bank for various currencies.
2. Investigate discrepancies between our statements and those of counterparties.
3. Conduct detailed MIS and trend analysis of open items and aging.
4. Track, analyze, and follow up on outstanding requirements.
5. Drive positive changes, promote ownership, and demonstrate a \"My Business Mentality.\"
6. Manage relationships inclusively and actively engage stakeholders, demonstrating collaborative teamwork.
7. Think strategically, challenge the status quo, and generate innovative solutions.
8. Identify ways to enhance reconciliation processes.
9. Perform root cause analysis to resolve issues.
10. Influence business stakeholder teams globally and locally.
11. Participate in transformation initiatives leveraging intelligent automation tools.
Required Qualifications, Skills, and Capabilities
1. Hold a CA/MBA or be a graduate from a recognized institute with minimum 5 years of relevant reconciliation experience.
2. Demonstrate proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
3. Exhibit a high level of proficiency in Excel and comfort with technology.
4. Possess strong product and process knowledge.
5. Showcase excellent analytical and presentation skills.
6. Perform research and investigation effectively.
7. Solve problems and analyze data efficiently.
Preferred Qualifications, Skills, and Capabilities
1. Support the team in delivering top-quality operations.
2. Handle miscellaneous requests related to the process and assist with research and investigation.
3. Document procedures and identify requirements for additional controls.
4. Identify potential risks in the process and mitigate them with appropriate controls.
5. Conduct periodic process reviews and suggest improvements to enhance efficiency and reduce costs.
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.

Top Skills

Excel
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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