Join our team at JPMorganChase, where you'll play a crucial role in managing the pre- and post-trading life cycle operations. Your focus on cash movements, funding coordination, and process improvements will be key to enhancing operational efficiency and driving success.

As a Trade Lifecycle Analyst within JPMorganChase, you will play a pivotal role in managing the operations of pre- and post-trading life cycles across all asset classes, with a primary focus on cash movements in and out of client accounts and preparing funding for managed demand deposit accounts. You will coordinate with other business lines to ensure proper funding, applying your knowledge of trade lifecycle processes to identify and resolve issues while contributing to process improvements and automation initiatives. Your success will depend on your ability to actively listen, ask insightful questions, and establish productive relationships with internal stakeholders, as well as manage projects and influence outcomes.

You will have the opportunity to develop your understanding of market products and emerging technologies, directly impacting the team's goals and performance. Regular guidance and support from more experienced professionals will help you grow in your role.

Job responsibilities

- Oversee thedata environmentand ensuresystem readinessfor Middle Office platforms supporting SMA portfolios.
- Maintain accurate and timelyclient, account, portfolio, benchmark, custodian, and security static/reference datawithin Middle Office systems.
- Open and set up new SMA accountsin the relevant systems, ensuring completeness and accuracy of account attributes, restrictions, benchmarks, fee schedules (where applicable), and operational requirements.
- Support ongoingSMA account lifecycle events(updates, changes, maintenance requests), ensuring proper documentation and auditability.
- Reconcilepositions, transactions, cash, and indicative dataacross Middle Office systems and relevant data sources.
- Investigate breaks,



perform root-cause analysis, coordinate remediation with Operations/Technology, and ensure timely closure in line with SLAs.
- Proactively identify recurring reconciliation or data issues and help implement preventative controls.
- Manage deliverables while servicingad hoc queries and requestsfrom internal stakeholders, prioritizing effectively across competing deadlines.
- Run, validate, prepare, and distributeMIS reportscovering SMA business and operational metrics (e.g., volumes, breaks, turnaround times, exceptions, data quality indicators).
- Produce and interpret results for internal clients, highlight risks and trends, and escalate emerging issues before they impact downstream processes.
- Partner withPortfolio Managers, Trading/Execution teams, Operations, and Technologyglobally to resolve issues and improve process stability.

Required qualifications, capabilities, and skills

- Fluent in English(written and oral) with excellent interpersonal and stakeholder management skills.
- Strongtime management, highly organized, and able to operate under pressure with strict deadlines.
- Exceptionalattention to detailand acontrol-oriented mindset.
- Ability to work independently while proactively seeking guidance when required strong team player able to build relationships globally.
- Proficiency withMicrosoft Office, especiallyExcel, plus Word and PowerPoint.
- Working knowledge ofinvestment productsand portfolio constructs used in SMA mandates.

Preferred qualifications, capabilities, and skills

- Prior exposure to SMA operating models (custodian interfaces, portfolio restrictions/guidelines, benchmarks, client reporting dependencies).
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

- Solid academic background withminimum 5 years of relevant industry experience, ideally supportingManaged Accounts / SMA / Portfolio Operations / Middle Officefunctions.

📌 Trade Lifecycle Analyst (Bengaluru)
🏢 JP Morgan Chase u0026
📍 Bengaluru