Trade Lifecycle Manager - Associate

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Client Reporting team to partner with the Business.

Job Summary

As a Trade Lifecycle Manager - Associate within the Client Reporting team, you will partner with the Business to manage all aspects of client reporting and data maintenance for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. You will interact with various internal groups, including Client Onboarding, Investors, Bankers, Middle Office, Client Services, and Fiduciary, to assist with client requests, inquiries, and issues

Job responsibilities

• Managing a team size of minimum 5-7
• Ensure accurate and timely completion of operational procedures.
• Understand, follow and demonstrate compliance with all Risk and Control regulations.
• Work Allocation and monitoring.
• Escalation management
• Active involvement in and contribution to Global Projects / Local Initiatives.
• Assist and ensure a competitive and transparent work culture.
• Identify, evaluate and deliver process improvement initiatives.
• Manage and lead discussions on exceptional cases.

Required qualifications, capabilities, and skills

• Post Graduate / Graduate with minimum 6 years of relevant work experience
• Strong analytical and problem solving skills & Escalate potential issues or concerns to management team
• Highly motivated with ability to work independently and in a team environment
• Excellent verbal and written communication skills
• Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
• Adaptability: effectively organize and prioritize work to meet stringent deadlines.
• Aid in the development and management of an innovation driven work environment
• Commitment to quality and control

Preferred qualifications, capabilities, and skills

• Ability to think creatively and recommend/implement process improvements
• Strong organizational skills to successfully manage multiple tasks at one time
• Strong background in use of computer systems (PC and Mainframe)
• Knowledge of Private Bank products/services preferred
• Strong knowledge of Microsoft Applications, preferably Excel & Access Database