Trade Lifecycle Analyst, Client Service

2 days ago

Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time $90,000 - $120,000 per year
Job Description

Elevate your career with JPMorgan Chase, a top financial firm, valuing innovation, creativity, and excellence.

As a Trade Lifecycle - Client Service Analyst within the Commercial Investment Banking business, you will be responsible in providing superior client service and to ensure all operational controls are followed. You will partner with our clients, as well as with our internal teams; Front Office, Product Development, Product Control, Client Service, Sales, Corporate Actions, and Technology. There will be continual opportunities to be involved with a variety of initiatives across the organization and to contribute towards a rapidly evolving environment

Job responsibilities:
  • Manage external clients on all operational issues including: valuations, collateral, settlements, documentation, audit, technology, account set up and legal documentation, client reporting, trade bookings / issue resolution
  • Define and execute agenda for external clients, including best practice reviews, KPIs, surveys, and STP rates
  • Attend quarterly review meetings with external clients
  • Coordinate with global partners in middle office and client service to help drive process improvements, system changes and improve/maintain our client relationships
  • Manage client queries, ensuring they are investigated and resolved in a timely fashion
  • Manage trade life cycle; allocations, settlements, corporate actions, affirmations & regulatory reporting
  • Identify opportunities for process improvement and work with the relevant partners to deliver to the business
  • Apply MIS and trend analysis to identify the root cause and partner with internal teams to resolve the issue
  • Work closely with external clients, settlement teams and third party institutions to settle client trades
  • Liaise with clients and internal teams to ensure timely and accurate trade capture
Required qualifications, capabilities and skills:
  • 3 year minimum experience in the financial services industry is required
  • Excellent communication and interpersonal skills with the ability to develop strong working relationships with marketers, external clients, traders and other support teams
  • Must be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
  • Skillset to properly escalate issues to management, controls team and front teams.
  • Team Player, but also must be able to work independently
  • Highly organized, able to multi-task in a fast paced environment
  • Positive "Can Do" attitude
  • Ability to work under pressure
  • Strong analytical and problem solving skills, including the ability to understand the external client's perspective when applying solutions
  • Creative problem solving with a focus on improving / maintaining client relationships and xceptional attention to detail
  • Working understanding of Equities and Fixed Income products; and their relevant process flows is required
About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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