Trade Lifecycle Manager II

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.

• Overseeing all aspects of fee calculation, invoice generation, and timely distribution to clients. Maintaining precise fee records and ensuring all billing activities comply with company policies, regulatory requirements, and audit standards.
• Handling fee-related data, ensuring data quality, and producing reports and trend analyses for management and stakeholders. Recognizing and managing risks associated with fee and billing processes, operating within established risk parameters.
• Maintaining up-to-date fee documents, procedures, and control reports to support audits and operational needs. Promote collaboration among product, technology, and operations teams to enhance and streamline technology improvements.
• Leading and managing the fees team, overseeing the end-to-end billing process, and ensuring all daily activities are completed within defined Service Level Agreements (SLAs).
• Demonstrating a thorough understanding of the complete billing process and all relevant fee policies, ensuring the team's adherence to these standards.
• Participating in control-related discussions, running control reports, and ensuring compliance with internal policies and external regulatory requirements.
• Identifying, assessing, and managing risks related to the billing process, operating within established risk parameters, and proactively addressing potential issues.
• Recommending and implementing process improvements to enhance operational efficiency, accuracy, and client satisfaction. Mentoring and developing team members, fostering a culture of high performance, accountability, and continuous learning
• Collaborating closely with technology, product, and stakeholder teams to drive successful project outcomes and ensure alignment between business and technical objectives.
• Identifying opportunities to streamline billing and fee processes, implementing best practices and automation to enhance efficiency and accuracy.
• Ensuring all activities comply with company policies and audit requirements. Supporting internal and external audits by providing necessary documentation and clear explanations.

• Minimum 7 years of relevant experience, with at least 3 years in a people management role.
• Experience or equivalent expertise in managing operations of the pre- and post-trading life cycle across diverse asset classes.
• Demonstrated ability to apply advanced analytical and problem-solving skills to develop solutions for complex issues in a financial setting.
• Strong analytical skills with the ability to analyze complex data sets, identify trends, and draw actionable insights related to fees and billing.
• Demonstrated ability to apply innovation and design thinking techniques to continually improve the efficiency, scale, and resilience of operating processes.
• Demonstrated knowledge and application of market product definitions, operating procedures, and current industry/market practices and regulations.
• Strong skills with Microsoft Office products (Word, Excel, Project, PowerPoint).
• Effective communication and relationship-building skills with internal and external stakeholders, including technology, product, and front office teams.

• Knowledge of Alteryx, Tableau, and LLM tools, with the ability to assess tool fitment, is preferred.
• Strong relationship management and partnership with a large array of constituents; ability to manage by influence to promote change and proactively identify and escalating issues.