Trade Lifecycle Manager - Prime Brokerage Margin

• Manage and optimize client collateral and monitor its movement.
• Answering of incoming margin settlement requests sent by clients, comparing them to JPMorgan's exposure and agreeing on the amount and type of asset to be moved.
• Continued development of the Prime Brokerage Margin Service offering.
• Prevent client payments from resulting in deficits and follow up on counterparty issues.
• Maintain a controlled environment by adhering to and updating operational procedures.
• Report significant issues to management and respond quickly to internal inquiries.
• Support reconciliations, resolve discrepancies, and assist with reporting and root cause analysis.
• Handle ad hoc management requests, operational investigations, and audit requirements.
• Regularly review processes, suggest improvements, and implement enhancements.
• Participate in strategic STP initiatives and manage complex change requests.
• Ensure full compliance with all control and educational requirements.

Required qualifications, capabilities, and skills

• Broker Dealer Operations experience of or similar background.
• Working knowledge of client service, cash funding, global settlements & exception remediation.
• Strong problem-solving & strategic thinking and should be able to develop solutions for clients and drive process improvements.
• Possess high accuracy & attention to detail, maintain precision and highly numerate, with strong proficiency in Excel and core systems.
• Possess strong communication skills, as the role involves detailed interactions across multiple lines of business and core processing areas.
• Work methodically, adhering to strict deadlines and perform well under pressure.
• Ability to proactively identify risks and confidently challenge stakeholders when controls may be compromised.
• Collaborate efficiently, support team goals, and foster a positive team environment.
• Take responsibility for mistakes, shares lessons learned and embrace feedback for growth.
• Strong analytical abilities and enthusiasm for digital automation tools.
• Series 99 license required to be obtained within 180 days of starting in role.

Preferred qualifications, capabilities, and skills

• Knowledge of Reg T, FINRA Rule 4210, SEC Rule 15c3-1 and SEC Rule 11d1 is highly preferred, with the ability to apply these regulations to ensure compliance in trade lifecycle management and margin requirements.