Trade Lifecycle Analyst Direct Custody Clearing jobs at Jpmorgan in Philippines

As a Wealth Management-IPB Cash-Team Leader within J.P. Morgan Asset & Wealth Management, you will manage day-to-day cash operations for Private Bank clients, ensuring compliance with regulatory requirements and optimizing processes. You will collaborate with global teams to drive transformation and innovation, while promoting a collaborative and inclusive work environment.

Job Responsibilities:

• Manage day-to-day operations, including monitoring and processing cash movements, managing exceptions, and enriching client money transfers.
• Support investigations into payment issues, handle fund returns and amendments, and ensure compliance with regulatory reporting requirements for EU and Asia.
• Contribute to process optimization by supporting operational model changes, managing error reports, and leveraging AI/ML and other advanced technologies.
• Assist in meeting market/currency deadlines, handling exceptions and escalations, training, operational controls, and policy adherence.
• Collaborate with Client Services, Bankers, Treasury Services, and other Operations organizations to enhance client experience.
• Support the transformation agenda and work with global teams to drive innovation.
• Assist in effective communication and influence within the team and with stakeholders.
• Operate effectively in a high-volume, rapid-paced, deadline-oriented environment.
• Proactively manage escalations, promote process improvement ideas, share best practices, manage risk, identify issues, and escalate as necessary.
• Support the creation of an effective control environment, assist in developing, implementing, and periodically performing key controls.

Required qualifications, capabilities, and skills:

• Experience in Financial Services, Operations, or management in Investment Banking or Wealth Management operations.
• Strong ability to build relationships and influence colleagues, business leaders, and functional partners.
• Strong industry experience with an understanding of standards.
• Consultative approach, understanding and anticipating business partner needs.
• Collaborate effectively with Operations Leaders and key partners.
• Drive critical thinking, proactively seek out best practices.
• Highly motivated individual with problem-solving abilities and transformation expertise.

Preferred qualifications, capabilities, and skills:

• Graduate Degree; MBA or other postgraduate degree is preferred.
• Knowledge of various automation tools and AI/ML understanding.
• Willingness to work in US, ASIA & EMEA shifts.
• Excellent written and verbal communication skills.
• Good analytical skills with attention to detail, quick grasping, and retention.
• Coordination and teamwork; Exception handling and subject matter expertise.
• Time management, flexibility, and adaptability to changes.

As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation, maintain data integrity across systems, and coordinate operational tax projects. You will act as a Center of Excellence, providing guidance on onboarding and operational tax matters, and support all aspects of client onboarding, including AML, KYC, and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding, multi-jurisdictional environment.

Job Responsibilities:

• Review and accept client tax documentation, ensuring accuracy and compliance
• Input and maintain client data across multiple systems
• Provide guidance, advice, and training to other teams on tax documentation matters
• Advise the business on account opening and due diligence tax issues
• Support business development for prospective clients prior to account opening
• Perform controls and reconciliations to ensure data consistency with client documentation
• Monitor tax reporting deadlines and ensure timely submissions
• Generate metrics and statistics for operational reporting
• Act as the local escalation point for complex tax documentation issues
• Manage day-to-day team operations, including work allocation and prioritization
• Coordinate tax-related projects from an operational perspective.

Required qualifications, capabilities and skills:

• Bachelor's degree or professional certification in tax
• Deep knowledge of structures within the Wealth Management industry
• Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
• Familiarity with Common Reporting Standard (CRS)
• Familiarity with US tax forms
• General knowledge of the Asia tax regime
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple workstreams and prioritize effectively
• Flexible, team-oriented approach with the ability to work independently
• High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
• Strong MS Office skills, including intermediate Excel proficiency

Preferred qualifications, capabilities and skills:

• Automation skills (Alteryx, Xceptor, etc.)
• Project management experience
• Outstanding interpersonal, verbal, and written communication skills
• Fluency in any European language in addition to English

Job Responsibilities

• Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
• Develops secure and high-quality production code, and reviews and debugs code written by others
• Drives decisions that influence the product design, application functionality, and technical operations and processes
• Serves as a function-wide subject matter expert in one or more areas of focus
• Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
• Influences peers and project decision-makers to consider the use and application of leading-edge technologies
• Drive innovation in machine learning solutions, ensuring scalability, flexibility, and future-proof architecture
• Act as a thought leader and trusted advisor to executive leadership, providing strategic recommendations on machine learning initiatives and solutions
• Architect and oversee the development of next-generation machine learning models and systems leveraging cutting-edge technologies
• Ensure the platform supports complex use cases, including real-time predictions, big data processing, and advanced analytics
• Promote software and model quality, integrity, and security across the organization

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied AI experience
• Proven track record of building and scaling software and or machine learning platforms in high-growth or enterprise environments
• 10 plus years of hands-on experience and expertise in software development frameworks and tools such as Java, Python and JavaScript
• Deep understanding of distributed systems, cloud-native architectures, and modern machine learning technologies
• Experience in cloud platforms such as AWS, GCP, or Azure
• Knowledgeable in machine learning frameworks, ML Ops tools and practices
• Strong proficiency in engineering programming languages (e.g., Python, Java) and infrastructure as code (e.g., Terraform, CloudFormation)
• Proficient in building AI Agents (e.g., LangChain, LangGraph, AutoGen), integration of tools (e.g., API) and RAG based solutions (e.g., open search)
• Hands-on experience with software development pipeline and orchestration tools (e.g., Jenkins, GitLab CI/CD)
• Exceptional ability to communicate complex technical concepts to both technical and non-technical audiences
• Hands-on experience with big data, pipeline, orchestration tools and real-time processing frameworks

Preferred qualifications, capabilities, and skills

• Certified as AWS Solutions Architect, Certified Developer, or similar certification

As a Payment Lifecycle Associate I within Cash Asset Management,within JPMorgan Chase, you will lead a team responsible for the management of cash operations, ensuring the firm's strength and resilience. Your leadership will contribute to the firm's growth by identifying and mitigating risks, implementing innovative solutions, and fostering a culture of excellence and continuous improvement. You will drive strategic initiatives that enhance operational efficiency and client satisfaction, while also mentoring and developing your team.

Job responsibilities

• Lead and manage a team within a 24/7 shifting schedule, including possible weekend shifts, to meet service expectations, focusing on client experience, risk management, and process improvements.
• Oversee the monitoring and management of intraday cash positions across Nostros to ensure adequate liquidity.
• Ensure compliance with internal controls, guidelines, and cut-off times for fund transfers between internal and external Nostros.
• Direct daily reconciliations, investigate discrepancies, and ensure timely resolution of cash breaks in coordination with internal teams.
• Collaborate with Treasury to manage intraday liquidity and funding needs, providing strategic insights and recommendations.
• Monitor clearing queues and payment processing systems to ensure timely settlements and constant connectivity.
• Act as a key decision-maker in resolving operational issues, applying analytical thinking and structured problem-solving to address payment delays and discrepancies.

Required qualifications, skills, and capabilities

• Leadership Skills : Proven ability to lead, mentor, and develop a high-performing team in a fast-paced environment.
• Strategic Thinking : Strong capability to analyze complex situations, develop strategic initiatives, and implement effective solutions.
• Risk Management : Expertise in identifying, assessing, and mitigating operational and financial risks.
• Problem-Solving Skills : Strong analytical mindset with the ability to analyze data, identify root causes, and propose effective solutions under pressure.
• Attention to Detail : High level of accuracy and attention to detail, especially in high-pressure, time-sensitive environments.
• Communication Skills : Excellent verbal and written communication skills, with the ability to collaborate effectively across multiple teams and stakeholders.
• Project Management : Strong project management skills with a focus on execution, risk awareness, and delivering results on time with commitment to identifying opportunities for standardization and improvement in service offerings. Strong interpersonal skills to build and maintain relationships with key partners, including line of business, treasury, and agent banks.
• Technical Proficiency : Working knowledge of banking/payment systems (e.g., SWIFT, ISO, Reconciliation tools, RTGS, CHAPS, TARGET2).
• Data Management and Analysis : Skills in sourcing, analyzing, and visualizing large data sets, with experience in Business Intelligence tools (e.g., Alteryx, Tableau, Python, Qlikview).
• Financial Acumen : Understanding of cash management, liquidity operations, and financial markets.

• Adaptability : Ability to work comfortably under pressure and meet deadlines, adapting to changing business needs and environments.

Preferred qualifications, skills, and capabilities

• Industry Experience : Relevant experience in Cash Operations, Market Operations, or Liquidity Operations within a financial institution.
• Technology Integration : Experience with automation tools and technologies, particularly in enhancing operational processes.
• Change Management : Ability to lead teams through change initiatives and manage the transition effectively.
• S99 Qualification : Relevant certifications or qualifications that enhance expertise in cash management and operations.

As a Fund Servicing Analyst within the Securities Services Operations, you are responsible for the day-to-day production, validation & delivery of Financial Statements of Accounts & Net Asset Value (NAV) calculations for a group of funds (mutual, insurance, pension, hedge fund etc.). A broad knowledge of fund accounting is required as this role takes ownership for the accuracy of all accounting and investment components of the financial statements.

Job Responsibilities:

• Maintain accurate accounting and securities records for each fund administered, ensuring adherence to prescribed controls for fund accounting processes.
• Investigate problems and resolutions where accounting or securities transactions breach JP Morgan system validation tolerances. P
• Produce NAV, validate accounting, and escalate management issues to ensure individual and team performance success.
• Ensure adherence to operational procedures for accurate and timely task completion.
  Support Process Managers in providing top-quality operations for global business support.
• Document procedures and identify requirements for additional controls.
  Provide training to new hires.
• Prepare files in accordance with internal control checklists for applicable portfolio items.
• Keep adequate documentation to explain and support unusual items, such as past due dividends and large price movements.
• Complete accurate and legible files within manager-set deadlines to fulfill production requirements.
• Assist in the preparation of all ad hoc inquiries from clients, emphasizing inter-department communication.
  

Required qualifications, capabilities, and skills:

• Minimum 4 years in Banking / Financial services industry or with accounting firm.
• Experience in an automated processing environment.
• With people relationship building and collaboration skills
• Analytical with good problem-solving skills
• Committed approach with the ability to communicate effectively within a small team
• Flexibility - support department projects and work overtime during peak production periods
  

Preferred qualifications, capabilities and skills:

• Good understanding of security types and their accounting treatment
• Awareness of stock market practices & data vendor systems (e.g. Bloomberg)
• Knowledge of the processes of a fund’s Custodian Bank and Investment Manager
• Bachelor's Degree

As a Trade Lifecycle Analyst in the Direct Custody and Clearing team, you will play a crucial role in managing the pre- and post-trading execution life cycle operations. You will oversee daily transactional operations, ensuring accurate processing, strict adherence to regulatory and internal guidelines, and effective risk management and work closely with the DCC team in Sydney to ensure the best outcomes for the business and clients.
Job responsibilities

Required qualifications, capabilities and skills

• Bachelor’s Degree in Finance, Business Administration, or a related field.
• At least 5 years of experience in transaction processing, ideally within a custodial or direct custody environment.
• Solid understanding of financial instruments, custody operations, and settlement processes.
• Familiarity with regulatory standards and compliance frameworks relevant to direct custody operations.
• Strong analytical skills with high attention to detail.
• Display broad-based initiative in business problem resolution with demonstrated ability to 'think outside the square", undertake qualitative and quantitative analysis and manage time and priorities.
• Strives for operational excellence to emphasize achievement and continuous improvement.
• Encourages critical evaluation of current practices while identifying opportunities and mitigating risks.
• Takes ownership to meet goals, adapts to new processes, and ensures high-quality client service.
• Communicates effectively with multiple stakeholders and possesses strong technical and risk management skills in a dynamic regulatory environment.

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

As a Technology Support Analyst within the Transmission Support Team, you will provide 24/7 support to clients leveraging digital, end-to-end solutions. You will be challenged to stretch outside your comfort zone, learn new things, and challenge the status quo, helping the team evolve to better meet the needs of our clients and internal partners.

Job Responsibilities:

• Take full ownership and timely resolution of inquiries received via phone, email, and internal case transfer from clients and internal partners
• Advocating on behalf of client to ensure client needs are met when working with business partners
• Escalating of issues in a timely manner, ensuring that the defined escalation procedures are followed
• Troubleshooting and investigation of client connectivity issues, processing failures, and transactional inquiries
• Reaching out to clients and internal partners proactively to address processing errors or in support of platform changes
• Troubleshooting of file transmission problems for all rejected files, connectivity, and security related errors or failures
• Partner with the leadership team, other team members, and business partners to resolve client issues and to meet business goals
• Ensure that client satisfaction and confidence in JPMorgan Chase products and services are at or above departmental standards

Required Qualifications, Skills and Capabilities:

• 5+ years of Customer Service experience
• Self-motivated and self-managing, demonstrating sound judgment and effective decision making
• Effective analytical approach and complex problem solving skills
• Proven organizational skills, deadline-oriented, and ability to successfully multi-task and Strong oral and written communication skills, with a proven ability to communicate and interact with various levels and translate complex requirements into simple guidance
• Able to work outside of normal coverage hours as needed (including weekends and holidays)and work remotely
• Able to build and maintain good working relationships with business partners and technology

Preferred Qualifications, Skills and Capabilities

• Technical Customer Service experience
• Robust knowledge and familiarity with text based file formats and experience working with Wholesale Payments processes