Trade Lifecycle Associate I - Client Instruction Capture & Settlements (Commercial & Investment Banking)

Role summary

Written by MyIslandJob from the job title and employer. See the employer's page for the full description.

This entry-level role supports the trade lifecycle for commercial and investment banking clients, focusing on capturing client instructions, validating transaction details, coordinating settlements, and resolving exceptions. Candidates typically need a bachelor’s degree, strong attention to detail, good numerical and analytical abilities, and effective written and spoken English. Familiarity with banking operations, securities, payments, trade processing, or financial products is helpful but may not be essential. The successful candidate is expected to follow procedures accurately, meet deadlines, protect confidential information, investigate discrepancies, communicate professionally with internal teams and clients, and work effectively in a controlled, process-driven environment. Flexibility for shifting schedules and willingness to learn banking systems are also important.

About the employer

JPMorgan Chase & Co. is a major global financial services company headquartered in the United States. It provides investment banking, commercial banking, asset and wealth management, consumer banking, payments, and securities services to individuals, businesses, institutions, and governments worldwide. The company operates in many international markets and employs technology, data, and large-scale operational teams to support complex financial transactions. In the Philippines, JPMorgan Chase has established major operations in Metro Manila, particularly in areas such as transaction processing, client service, technology, risk, finance, and investment banking support. Employees commonly work in structured, regulated environments with strong emphasis on accuracy, controls, client service, teamwork, and professional development. Benefits and working arrangements vary by position, location, and employment contract.