Trading Lifecycle Manager - Associate

Join a leading global financial services firm with over 200 years of history. Be part of a dynamic team that provides essential strategic advice and executes critical financial transactions. Work in a collaborative environment that values innovation and excellence.

Job Summary

As the Trade Lifecycle Manager within the Proxy India Operations team, you will monitor meeting queues and manage account activities. You will collaborate with investment stewardship and portfolio managers to ensure accurate voting on upcoming meetings. Your role will also involve managing reporting requirements and assisting in audits.

Job Responsibilities:

• Monitor meeting queues via Vendor Portal for upcoming meetings.
• Reach out to Investment Stewardship and Portfolio managers to seek votes.
• Apply votes accordingly for upcoming meetings.
• Manage account opening, closing, and reconciliations activities.
• Monitor the Power of Attorney (POA) tracking and filing process.
• Manage reporting requirements for internal and external stakeholders.
• Perform ballot reconciliation process and provide rationale for rejected ballots.
• Assist in external and internal audits.
• Manage mailbox and daily KPI and metrics reporting.
• Work flexibly in US/EMEA hours.
• Build good working relationships with cross-functional teams.

Required qualifications, capabilities, and skills

• Work independently and proactively seek guidance.
• Demonstrate strong team player skills.
• Accept responsibilities and challenges.
• Focus on client needs and risk awareness.
• Organize tasks and meet tight deadlines.
• Pay excellent attention to detail.
• Communicate fluently in English (verbal and written).

Preferred qualifications, capabilities, and skills

• Possess knowledge of investment products.
• Exhibit professionalism and initiative.
• Understand the securities market and financial products.
• Demonstrate excellent MS skills, ideally to macro level
• Build partnerships with peers and managers.
• Maintain a positive outlook and desire for success.

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.