Trading Lifecycle Associate

Job Description

Seize the unique opportunity to join our dynamic, fast-paced Transformation team in the Equities Deal Review group. This role involves comprehensive reviews of equity transactions, particularly derivatives, structured, and exotic products, to ensure compliance and smooth transaction processes. You'll analyze complex deal structures, assess risks, and provide insights to enhance efficiency and mitigate potential risks. A strong understanding of equity markets and financial instruments is essential.

Job Summary

As a Trading Lifecycle Associate in the Transformation team, you will be responsible for conducting comprehensive reviews of equity transactions, with a strong focus on derivatives, structured, and exotic products, to ensure compliance with regulatory standards and internal policies. Your role will involve analyzing complex deal structures, assessing risk factors, and collaborating with various teams to facilitate smooth transaction processes. You will provide insights and recommendations to enhance deal efficiency and mitigate potential risks. This position requires a keen eye for detail and a strong understanding of equity markets and financial instruments.

Job Responsibilities

• Conduct thorough reviews of equity transactions, including derivatives, structured, and exotic products, to ensure compliance with regulatory and internal guidelines.
• Analyze complex deal structures and assess associated risks to provide actionable insights.
• Collaborate with trading, legal, and compliance teams to resolve any discrepancies or issues.
• Prepare detailed reports and documentation for each deal review.
• Provide training and guidance to junior team members on deal review processes.
• Participate in cross-functional meetings to discuss deal-related matters.
• Maintain accurate records of all reviewed transactions and related communications.
• Support the continuous improvement of deal review methodologies and tools.
• Ensure timely completion of all deal reviews to meet business deadlines.
  
  

Required Qualifications, Capabilities, And Skills

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Strong understanding of equity markets, derivatives, structured, and exotic products.
• Excellent analytical and problem-solving skills.
• Strong attention to detail and accuracy in reviewing complex transactions.
• Ability to work collaboratively in a team-oriented environment.
• Effective communication skills, both written and verbal.
• Ability to manage multiple tasks and prioritize effectively.
• Strong organizational skills and ability to maintain detailed records.
  
  

Preferred Qualifications, Capabilities, And Skills

• Master’s degree in Finance or a related field.
• Professional certifications such as CFA or FRM would be an advantag
• Experience in a similar role within the financial services industry.
• Knowledge of trading platforms and financial software.
• Experience with data analysis tools and techniques.
• Understanding of global equity markets and cross-border transactions.
  
  

Ability to adapt to a fast-paced and dynamic work environment.

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.