Trading Services Automation Specialist, Newark, DE

at JPMorgan Chase in Newark, Delaware, United States

Job Description

The Intelligent Solutions team, within CIB Securities Operations, is dedicated to delivering cutting edge automation and workflow tools to manage and measure our work and develop a diverse workforce ready to adapt to change. The team acts as an internal consulting team, innovating and collaborating across various lines of business and bringing a mix of process re-engineering, project management, functional and technical expertise to drive digital transformation across operations.

Role Description:

The candidate joining our group will be part of a newly launched program where they will take on a hybrid role with responsibilities including performing Securities Lending operational processes and then identifying, designing, implementing automation solutions using our Intelligent Automation toolset (UiPath, Alteryx, Xceptor, and Tableau).

Operations responsibilities will include:

+ Processing and monitoring of daily trade settlements in domestic and international markets

+ Resolving differences on daily cash and position reconciliations

+ Managing inquiries regarding client sales and recalls

+ Point of contact with external lending agents, relationship/product management, and with the US equity, corporate bond, treasury, and international trading desks

+ Accrual and allocation of investment earnings

+ Operation workflow management and issue resolution

Automation responsibilities will include:

+ Collaborate across multiple LOBs to drive and maintain a book of work

+ Perform reviews of teams and their processes and work with SMEs to develop and deploy reengineering and automation solutions

+ Prepare management reports to drive prioritization of various automation initiatives

+ Develop automation tool skillset and script/promote agile solutions

+ Create meaningful dashboard analytics to track process improvement key performance indicators (KPIs)

The candidate will develop technical expertise on how to redesign and solution manual processes as well as gain deep knowledge in collateral maintenance, account maintenance, cash settlements, lending and investment trade support, and client revenue processing.

Due to the hybrid nature of this role, the candidate will be facing off with a wide variety of partners and stakeholders including trading desk, product teams, counterparties, central automation teams, and senior management.


+ Bachelor’s Degree (technical/quantitative field preferred)

+ Working knowledge of automation and data analysis tools such as Python, Alteryx, and R with practical experience a plus

+ Securities Lending knowledge a plus

+ Ability to learn quickly learn new tools and concepts and teach them to internal stakeholders.

+ Proficiency in Microsoft Office, especially Excel

+ Ability to work independently or work in group setting

+ Excellent critical thinking, problem solving and decision making skills

+ Ability to organize, prioritize and manage personal work against competing demands

+ Excellent communication, presentation (both oral and written) & influencing skills

+ Owns and contributes to activities both within and outside direct remit

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm’s vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans

To view full details and how to apply, please login or create a Job Seeker account
How to Apply Copy Link

Job Posting: JC194958519

Posted On: Oct 15, 2021

Updated On: Nov 29, 2021