
Global financial services firm
Trade Lifecycle Analyst
Are you ready to make a meaningful impact and advance your career with a global leader? Join a dynamic team at JPMorgan Chase that values collaboration, innovation, and proactive problem-solving, helping clients navigate and capitalize on opportunities in global markets.
As a Trade Lifecycle Analyst in the Custody Middle Office team, you’ll ensure seamless operations and deliver exceptional client service to institutional investors, while managing complex transactions, driving strategic initiatives, and developing your expertise in a supportive, inclusive environment.
Job responsibilities:
- Monitor incoming client instructions e.g. subscription, redemption, transfer and switches
- Ensure compliance as appropriate with regulatory requirements and with the relevant short, medium, and long-term goals, objectives and values of JP Morgan
- Monitor, analyse, input and process all corporate action activity on client portfolios in a manner consistent with client SLA’s e.g. proxies, equalization, roll ups etc
- Provide regular feedback to managers and more senior colleagues about workflow, issues etc.
- Liaise with external counterparties and other departments in a competent and professional manner as representative of JP Morgan and the Custody Dept.
- Assist with ad hoc projects/requests as deemed appropriate by Managers and more senior colleagues e.g. portfolio transitions, system testing etc
- Handle and resolve complex/unusual operational problems that are referred from above or from Custody Client Service Group
- Make sound operational decisions in those instances consistent with appropriate client service and internal Management demands.
- Strive to develop hedge fund expertise demonstrating judgment and an understanding of the business.
- Ensure static data maintained on system is accurate and up to date by cross referencing and validating against Funds’ offering documentation, prospectuses.
Required qualifications, capabilities and skills:
- Bachelor's Degree required or equivalent
- Self-starter and ability to learn quickly.
- Ability to work closely with business partners and interact with all staff levels.
- Ability to be flexible, follow tight deadlines, organize and prioritize work.
- Strategic thinking coupled with practical execution.
- Strong analytical and problem-solving skills including taking the initiative to drive change and enhance controls
- Ability to manage through a changing business landscape.
- Candidate must have a control focused agenda, and a thorough understanding of program/project risk.
- Strong oral and written communication and presentation skills including the ability to communicate strategic messages clearly and consistently with the team, making linkages to individual goals and accomplishments.
- Strong relationship management and partnership with a large array of constituents; ability to manage by influence to promote change.
Preferred qualifications, capabilities and skills:
- Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody and/or
- Subject matter expertise in Equities, Fixed Income, FX, Collateral, Derivatives
- Leadership with proven ability to manage by influence to promote change.
- Experience of working on large scale, multi-stream programs
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关于JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
员工数
New York City
总部位置
$500B
企业估值
评价
10条评价
3.8
10条评价
工作生活平衡
3.5
薪酬
4.0
企业文化
3.8
职业发展
3.2
管理层
2.8
68%
推荐率
优点
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
缺点
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
薪资范围
44个数据点
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1份报告
$139,000
年薪总额
基本工资
$107,000
股票
-
奖金
-
$139,000
$139,000
面试评价
4条评价
难度
3.0
/ 5
时长
14-28周
录用率
50%
体验
正面 25%
中性 75%
负面 0%
面试流程
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
常见问题
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
最新动态
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