Embark on your journey as a Trade Lifecycle Manager II where you'll be instrumental in managing the pre- and post-trading life cycle across all asset classes. Your expertise will ensure seamless trade processing and effective cash coordination, while your strong analytical skills will drive innovative solutions for complex challenges.
As a Trade Lifecycle Manager II within JPMorganChase, you will play a pivotal role in managing the operations of the pre- and post-trading life cycle across all asset classes. Your expertise in trade lifecycle management will be crucial in ensuring all trades are processed on respective platforms, and in coordinating cash movements in and out of client accounts. You will be expected to apply your advanced analytical and problem-solving skills to develop solutions for varied and complex issues, while ensuring compliance with technical standards and organizational policies. Your role will involve liaising with multiple departments, managing projects, and driving process improvements and automation initiatives. You will also be responsible for establishing productive relationships with internal stakeholders, presenting to senior management, and managing change effectively. Your ability to influence, coupled with your market product knowledge and data & tech literacy, will be key to your success in this role.
Job Responsibilities:
As a Trade Lifecycle Manager II within JPMorganChase, you will play a pivotal role in managing the operations of the pre- and post-trading life cycle across all asset classes. Your expertise in trade lifecycle management will be crucial in ensuring all trades are processed on respective platforms, and in coordinating cash movements in and out of client accounts. You will be expected to apply your advanced analytical and problem-solving skills to develop solutions for varied and complex issues, while ensuring compliance with technical standards and organizational policies. Your role will involve liaising with multiple departments, managing projects, and driving process improvements and automation initiatives. You will also be responsible for establishing productive relationships with internal stakeholders, presenting to senior management, and managing change effectively. Your ability to influence, coupled with your market product knowledge and data & tech literacy, will be key to your success in this role.
Job Responsibilities:
- Lead project delivery for reconciliation utility initiatives across Cash and Securities, including onboarding, platform/process enhancements, control improvements, and remediation of reconciliation breaks and aged items.
- Own project governance: define scope, objectives, milestones, RAID (Risks/Assumptions/Issues/Dependencies), resourcing plans, and delivery cadence; ensure traceable documentation and approvals.
- Drive onboarding execution for new business, products, accounts, or market expansions, ensuring reconciliation setup, data lineage, static data readiness, and operational handoffs are completed to agreed timelines.
- Partner with Technology and Operations to deliver automation and workflow improvements (e.g., break prevention, exception management, standardization, and improved data quality).
- Establish and improve controls aligned to operational risk requirements, including evidence capture, KPI/KRI definition, monitoring, and audit/regulatory readiness for reconciliation processes.
- Manage stakeholder alignment across Operations, Finance, Technology, Product, Controls, and upstream/downstream teams to resolve blockers, manage scope changes, and ensure timely delivery.
- Build meaningful MI (management information) for senior forums—status, delivery health, key risks, benefits realization, and reconciliation performance metrics.
- Support change management: training plans, SOP updates, communications, hypercare, and transition to BAU ownership, ensuring sustainable outcomes.
Required Qualifications, Skills and Capabilities:
- Minimum 7 years of experience in project/program management and/or change delivery within Reconciliations, Middle Office, Custody, Fund Services, Securities Operations, or Cash Operations.
- Strong working knowledge of Cash and Securities reconciliation concepts (positions, transactions, cash breaks, fails, aging, tolerance rules, exception workflows, substantiation, and sign-off).
- Proven ability to manage multi-workstream delivery with tight timelines, complex dependencies, and multiple stakeholders; strong command of RAID management and governance routines.
- Demonstrated experience driving process improvement and automation (e.g., standardization, STP improvements, data quality remediation, control rationalization).
- Strong understanding of operational risk and controls in an operations environment (e.g., audit readiness, issue management, evidence standards, and control design effectiveness).
- Excellent communication skills (written and verbal), with the ability to influence across levels and drive decisions in a matrixed organization.
- Strong analytical skills, attention to detail, and the ability to translate reconciliation problems into structured requirements and delivery plans.
Preferred Qualifications, Skills and Capabilities:
- Experience delivering reconciliation change across Custody, Prime Brokerage, Hedge Funds, Mutual Funds, or Fund Accounting/Administration environments.
- Exposure to reconciliation tooling and operating models (e.g., centralized reconciliation utilities, exception management platforms, workflow tools, data lineage initiatives).
- Knowledge of securities products and lifecycle impacts on recon (e.g., equities, fixed income, FX, derivatives, corporate actions, funding, and settlement flows).
- Demonstrated ability to lead delivery via influence across global teams and to proactively escalate and resolve cross-team risks and issues.