Trading Services Specialist IV jobs in United States
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Chase ยท 2 months ago

Trading Services Specialist IV

Chase is a leading financial institution, and they are seeking a Trading Services Specialist IV to optimize their trading operations. This role involves executing and processing trade orders, enhancing trading efficiency through automation and data analysis, and fostering relationships with internal stakeholders.

BankingFinancial Services
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Responsibilities

Support and process trade orders, ensuring accuracy and compliance with established procedures and regulatory requirements
Learn and utilize knowledge of market products to monitor asset and cash levels, identifying and addressing any discrepancies in a timely manner
Learn and apply automation technologies and data analysis techniques to optimize trading operations, enhancing efficiency and resilience
Contribute to the continuous improvement of our trading platform, identifying opportunities for process improvement and proposing innovative solutions
Foster productive relationships with internal stakeholders, effectively managing communications and aligning operations with the firm's strategic objectives
Perform investigative work to problem solve utilizing resources to achieve results for stakeholders
Process and monitor daily cash movements, loan transactions, and loan return transactions
Provide reporting to third party lending agents regarding daily trade settlements, positions, and fails

Qualification

Automation technologiesData analysis techniquesFinancial markets knowledgeMicrosoft OfficeRelationship managementCommunication skillsTeamworkPresentation skillsNegotiation skills

Required

Ability to learn and utilize automation technologies and their application in optimizing trading operations
Understanding of data analysis techniques, with the ability to interpret data and inform decision-making
Communication skill in order to keep internal stakeholder relationships
Proficiency in using standard office software applications to create and deliver presentations to various levels within the organization
Knowledge of Microsoft Office including Excel, Outlook, Word, and Powerpoint
Thrive in a team oriented environment but can also work independently
Ability to operate effectively in a dynamic, detail-oriented environment and prioritize appropriately
Ability to articulate complex scenarios, investigations, and results
Commitment to providing high standards of quality client service
Ability to manage relationships, both internal and external

Preferred

Solid understanding of financial markets, trading instruments, and the overall trading process, with baseline knowledge of trading services such as order execution, trade processing, and risk monitoring
Strong relationship-building and influencing skills, complemented by excellent written, oral communication, and interpersonal abilities
Effective presentation and negotiation skills, paired with an innovative mindset focused on continuous process improvement
Knowledge of Alteryx, Visual Basic, Generative AI, UI Path, Tableau, or other technical skills a plus
Basic negotiation skills, including assisting in discussions with internal teams and external parties to help reach mutually acceptable solutions
Fundamental presentation skills, with the ability with the ability to prepare and deliver clear, concise information and insights to colleagues and supervisors

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase