J

JP Morgan Chase

Runs a consumer bank and an investment bank

Trade Lifecycle Associate 1

Full-Time
No salary listed
Junior
Newark, DE, USA
In Person
Operations & Logistics

About the job

Requirements
  • At least 2 years of experience or equivalent expertise managing cash movements and preparing funding for managed demand deposit accounts.
  • Proficiency using systems and tools for financial data reconciliation and ledger management.
  • Advanced skills in process improvement methodologies, with a track record of optimizing operations in a financial services environment.
  • Experience managing strategic projects in partnership with Product, Tech, and Change partners, focused on change management and stakeholder engagement.
  • Proficiency in automation technologies and systems architecture, focused on implementing automation optimization and initiatives in a trading environment.
  • Exposure to business intelligence tools such as Tableau, Alteryx, UiPath, or OwlDQ, and comfort working with data.
Responsibilities
  • Prepare and manage funding for managed demand deposit accounts, ensuring proper allocation of wires to client or funding accounts within the appropriate threshold.
  • Participate in ledger reconciliation through detailed investigation using various systems and tools, contributing to the accuracy and integrity of financial data.
  • Collaborate with other lines of business to facilitate proper funding and establish productive working relationships.
  • Contribute to reviewing and improving end-to-end trade lifecycle processes, applying process improvement methodologies to optimize operations.
  • Support strategic projects with Product, Tech, and Change partners, applying change management skills to support adoption of new processes and technologies.
  • Understand risk management and manage issues and exceptions above materiality thresholds through resolution.
  • Ensure day-to-day queries are handled within required service-level agreements and escalate issues to the team leader.
  • Perform root cause analysis for respective clients to increase Straight Through Processing and reduce client inquiries.
Desired Qualifications
  • Prior custody or treasury operations services or markets operations experience.
  • Understanding of SWIFT, cross-border payments, foreign exchange, trade lifecycle, reconciliation rules, and global custody.
  • Ability to learn quickly, with a proactive approach to risk mitigation and achieving strong results.

About the company

J

JP Morgan Chase

View
Website

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1799

Get referred to JP Morgan Chase

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Growth is broad-based: every JPMorgan division posted record revenue in the June 2026 quarter, and trading jumped 35%.
  • Stock grants gained value: shares rose 21% in three months, valuing JPMorgan at $965 billion in August 2026.
  • Tech teams are well funded: JPMorgan's nearly $20 billion yearly tech budget is the largest in banking.

What critics are saying

  • AI is shrinking some teams: Dimon said in July 2026 that AI cut up to 40% of certain roles.
  • Plan on five office days a week: JPMorgan ended hybrid schedules for all staff in early 2025.
  • It is fighting the president in court: Trump sued JPMorgan for $5 billion in January 2026 over his closed accounts.

What makes JP Morgan Chase unique

  • It ranks first in investment banking: JPMorgan earned 9.3% of global deal fees in the first half of 2026.
  • It trains future CEOs: 10 Fortune 500 chiefs were JPMorgan alumni in September 2025, fifth-most of any employer.
  • Its payments arm is a hidden giant: JPMorgan says it processes $12 trillion a day across 160-plus countries.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • Flexible Work Hours
  • Paid Sick Leave
  • Paid Holidays

Growth & Insights and Company News

6 month growth

-9%

1 year growth

-4%

2 year growth

-4%
Fortune
Oct 24th, 2026
Dimon poached Buffett's protégé Todd Combs to run $10B fund; Buffett: "at least he's going to you

JPMorgan Chase chief executive Jamie Dimon hired Todd Combs, a former Geico chief executive and Berkshire Hathaway investment manager, to lead a $10 billion investment group. Combs joined in December 2025 under the bank's Security and Resiliency Initiative, which aims to help companies accelerate manufacturing. Speaking at a US Chamber of Commerce event in January, Dimon said he called Warren Buffett personally. Buffett "probably wouldn't have preferred it, but he said, 'if he's going anywhere, at least he's going to you,'" Dimon said. Buffett's assistant confirmed the account. Combs had been at Berkshire since 2010 and sat on JPMorgan's board for nine years. His group has already committed $5 billion of its $10 billion allocation.

Yahoo Finance
Oct 23rd, 2026
JP Morgan sees emerging market weight loss drug sales hitting $22B by 2035

JP Morgan expects weight-loss drug sales in China, India, and Brazil to reach $22 billion by 2035, up from $6.6 billion today. Usage remains low: below 0.1% in China and under 0.2% in India, against 4% to 5% in the US. Cost has been the main barrier. JP Morgan says patent cliffs, generic launches, and policy-driven price cuts are making the drugs more affordable. It expects China to pass Brazil by 2027 and reach $13.7 billion by 2035, versus $8 billion for Brazil. India is the smallest market, held back by hesitancy around injections. Eli Lilly, which said it holds about 55% of the international incretin market, stands to gain. Its China revenue grew 93% in constant currency, and it raised its 2026 revenue outlook to $85 billion to $87 billion.

CNBC
Oct 23rd, 2026
Wall Street fears AI agents will drain bank deposits, but analysts say risk is overdone

Wall Street fears AI agents could pull deposits from banks, but leading analysts and executives say the risk is overblown. Bank stocks have fallen since Meta Platforms launched its Muse personal agent on September 8: Bank of America is down 18%, Charles Schwab 14%, Wells Fargo 6%, and JPMorgan Chase 5%. Agents can compare yields and recommend options, which could erode the inertia that keeps customers' money in place. If deposits move, banks may have to pay more interest, squeezing profits. Analysts Mike Mayo and Gerard Cassidy say trust matters more to customers than slightly higher returns. A Deloitte survey found 72% of bank customers hesitate to share financial data with generative AI tools. Third-quarter earnings showed no clear shift in deposits.

Kalkine Media
Oct 23rd, 2026
JPMorgan takes 5.38% substantial stake in Vulcan Energy Resources

JPMorgan Chase & Co. has become a substantial shareholder in Vulcan Energy Resources, holding 25,763,910 ordinary shares, or 5.38% of voting power. Vulcan announced the stake on October 20, 2026, citing an initial substantial holder notice. The shares are spread across four JPMorgan units. JPMorgan Chase Bank N.A. holds the largest interest, 12,955,179 shares, as securities on loan in its role as agent lender. J.P. Morgan Securities PLC holds 5,678,967 shares under a securities lending agreement, plus 316,319 through proprietary trading and 5,000 through rehypothecation. J.P. Morgan Securities LLC holds 1,917,595 shares, and J.P. Morgan Securities Australia Limited holds 4,890,850 through trading and lending. Compliance Officer Vasim Pathan signed the notice on October 22, 2026, as Section 671B of the Corporations Act 2001 requires.

Roundup Web
Oct 22nd, 2026
NJCC closes $15M tax credit financing for ResinTech expansion, creating 100 jobs in Camden

New Jersey Community Capital (NJCC) has closed a $15 million New Markets Tax Credit (NMTC) financing to support the expansion of ResinTech's manufacturing and warehouse facility in Camden, New Jersey. The deal was announced on October 22, 2026. The money will fund a 34,500-square-foot addition as part of an approximately $18.6 million project. Construction is due to begin in October 2026 and finish in October 2027. The expansion is expected to retain 259 jobs, create 100 permanent full-time positions, and support about 113 construction jobs. JPMorgan Chase was the tax credit investor and provided an extra $3 million in NMTC allocation, bringing the total to $18 million. This is NJCC's second NMTC investment in the family-owned maker of ion exchange resins. In 2019, it closed a $7 million deal to help ResinTech move to Camden.