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JPMorgan Trade Lifecycle Associate 
United States, Delaware 
498534939

15.04.2025

As awithin the Prime Financial Services team, you will be the “Go To” person managing end to end processes, abstaining to Key Performance Indicators, Metrics & owning reconciliation within the accounts in our remit.


Job Responsibilities

  • Ensure timely Processing & settlement of trades, investigate & resolve trade-related breaks in accordance with the established work practices and procedures.
  • Working with various internal teams such as Middle office, pre-matching, settlements, cash processing, account opening and asset servicing to process transactions and resolve any exceptions on a timely manner.
  • Perform root cause analysis for respective clients to increase Straight Through Processing (STP) and reduce client inquiries.
  • Establish and maintain relationships with operations & middle office contacts.
  • Partner with client service teams & Tech to streamline processes and look for automation opportunities where available.
  • Ensure all day to day queries dealt with within required Service Level Agreements and escalate issues to management.

Required qualifications, Capabilities, and Skills

  • Knowledge of financial markets, trade lifecycle and settlement practices
  • Excellent verbal and written communication skills and adept at communicating with all levels of the business and technical parts of the organization
  • Operate effectively in a dynamic environment with tight deadlines
  • Root cause analysis and problem solving skills
  • FINRA Series 99 Operations Professional licensed or to be obtained during the first 120 days within the role.

Preferred Qualifications, Capabilities, and Skills

  • Experience within Prime Brokerage / Securities Settlements
  • Exposure to business intelligence tools (I.E. Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
  • Bachelor's Degree or equivalent experience