
Global financial services firm
Trade Lifecycle Associate – Futures and Options Client Onboarding Trade Limits and Reconciliations
必备技能
Excel
Join our Markets Operations team and help deliver accurate, timely post‑trade support for exchange‑traded and OTC derivatives. You’ll collaborate across trading, middle office, legal, and client service while driving process improvements in a fast‑paced global environment. Grow your expertise and make a measurable impact on client experience and control outcomes.
Job Summary:
As a Trade Lifecycle Associate within Futures & Options and OTC Operations, you will onboard traders and accounts, configure trade limits, and perform daily reconciliations to maintain accurate positions at exchanges and within internal clearing systems. You will investigate and resolve trade‑limit and position issues, escalate breaks by T+1, and keep procedures current. Partnering with global stakeholders, you will identify improvements and basic automations that enhance quality, controls, and productivity.
Job responsibilities
- Onboard new traders and accounts, ensuring complete and accurate setup.
- Configure trade limits on internal and external platforms for F&O and OTC products.
- Monitor limits and risk; ensure adherence to regulatory and control requirements.
- Investigate and resolve trade‑limit and access issues promptly.
- Collaborate with Legal, Transition, Front Office, Middle Office, Business, and Client Service across APAC, EMEA, and NA.
- Maintain accurate exchange and internal clearing positions through daily reconciliations.
- Drive the OTC offering’s reconciliation controls and effectiveness.
- Escalate and resolve trade and position breaks by T+1, including feed‑issue remediation.
- Keep procedures/job aids current and accessible; support knowledge sharing and cross‑training.
- Identify and implement process improvements and basic automations to close gaps and improve quality.
- Lead and coordinate the Asia reconciliations team and interface with global stakeholders.
Required qualifications, capabilities, and skills
- Bachelor’s degree in Finance, Business, Accounting, or a related field.
- Minimum three years of investment banking/financial operations experience (e.g., clearing, reconciliations, trade support).
- Working knowledge of futures and options, equities, fixed income, FX, and OTC derivatives.
- Strong analytical and problem‑solving skills; drives accurate, timely resolutions.
- Excellent written and verbal communication; builds effective stakeholder relationships.
- Demonstrated risk and control awareness; appropriately challenges when controls may be compromised.
- Ability to meet strict deadlines, organize workload, and perform under pressure.
- High attention to detail and strong numeracy; proficient in Microsoft Excel, Outlook, and Word.
- Experience with basic automation tools (e.g., Alteryx, VBA, Ui Path).
- Ability to assimilate information quickly while maintaining big‑picture context.
- Flexibility to support regional/shift requirements as needed.
Preferred qualifications, capabilities, and skills
- Experience configuring trade limits and onboarding traders/accounts.
- Experience reconciling exchange and internal clearing positions and resolving T+1 breaks.
- Experience leading or coordinating reconciliation teams within Asia or global operations.
- Proficiency in query management and reporting/analytics (e.g., SQL basics, Tableau).
- Familiarity with global derivatives clearing processes and exchange connectivity.
- Exposure to continuous improvement/Lean initiatives in post‑trade operations.
- Cross‑regional collaboration experience (APAC/EMEA/NA).
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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
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