Heli Shah

CIB Operations Trade Lifecycle - Team Leader

JPMorgan Chase & Co.

08.2021 - 09.2025

Managing the daily transaction processing and workflow for Client Instruction Capture & Settlements team by involving in Trades Processing and Trades Support.
Develop and manage innovative, secure service solutions to meet client's needs globally.
Using the various latest technology and work to deliver industry-leading capabilities to the clients and customers, making it easy and convenient to do business with the firm.
Driving growth by refining technology-driven customer and client experiences that put client's first.
Complete knowledge of trade lifecycle and trade settlements, instruction capture, fails management, cash instruction captures, projections, overdrafts, asset servicing capture, dividends, foreign exchange, collateral, etc.
Responsible for managing daily BAU such as TRE, VET, SBR Rules, Manual GDT Faxes, COSMIC, etc. and operational risk of custody trades.
Process and validate trades, in accordance with the established work practices and procedures.
Perform process dives to identify root cause, increase STP rates, reduce Ops risk and client services by having strong analytical & problem-solving skills.
Drive automation initiatives to reduce risk of manual touchpoints and better controls.
Addressing and escalating settlement discrepancies/concerns of the clients pro-actively by getting on calls and ensuring a change in behavior.
Performing daily risk reporting by consolidating large data sets/volumetrics across regions and highlight critical metrics to management.
Engaging and building a strong partnership with JPM's biggest clients.
Part of various leading custody projects such as HOPs and Hexagon.