jocelyn Dulay - Trade Lifecycle Associate - JPMorgan Chase & Co. | Himalayas
jocelyn DulayJD
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jocelyn Dulay

@jocelyndulay

Proactive operations specialist with expertise in trade lifecycle management.

United States

What I'm looking for

I am looking for a role that values collaboration and continuous improvement, where I can leverage my operational expertise to drive efficiency and enhance client satisfaction.

I am a proactive and detail-oriented operations specialist with over 8 years of experience in financial services, specializing in trade lifecycle management, process automation, and client support. My background includes leading workflow optimizations and resolving high-impact client issues while collaborating across departments. I have a proven track record of implementing automation initiatives that enhance operational efficiency, such as developing automated reconciliation matching rules using machine learning, which significantly reduced daily reconciliation work and operational risk.

In my role at JPMorgan Chase & Co., I led automation initiatives that saved time and improved service-level performance. I was recognized for my contributions to enhancing market trade release processes and transitioning clients toward straight-through processing. My commitment to continuous improvement is evident in my ability to manage exceptions, maintain data integrity, and streamline post-trade processes. I also have a passion for fostering collaborative team cultures, having been named Coaching Champion for my efforts in employee recognition and community impact initiatives.

Experience

Work history, roles, and key accomplishments

JC

Trade Lifecycle Associate

JPMorgan Chase & Co.

Jan 2017 - Dec 2024 (7 years 11 months)

Led automation initiatives, including proposing reconciliation rules and developing Alteryx workflows, which saved 1 hour daily and enhanced operational efficiency. Conducted weekly trade break reviews with senior management, reducing settlement delays by 30% and streamlining trade flow through UAT and new application deployments. Partnered with client-facing teams to resolve inquiries and acted a

IB

Quality Assurance Analyst

IBM

May 2015 - Feb 2017 (1 year 9 months)

Conducted daily audits of incoming calls and emails related to benefits, payroll, recruitment, and scheduling, ensuring compliance with company standards and service excellence. Assisted in transitioning key QA steps to robotic process automation (RPA), reducing manual workload by 40% and enabling resource reallocation. This led to improved service quality, reduced error rates, and enhanced team a

TE

Training Assistant

Teletech

Apr 2012 - May 2015 (3 years 1 month)

Consistently ranked among the top 5 agents based on key performance metrics, including quality assurance scores, customer satisfaction, and issue resolution. Promoted to Training Assistant, leveraging strong performance and product knowledge to onboard new hires, coach existing staff, and support team-wide KPI improvement.

Education

Degrees, certifications, and relevant coursework

DS

DMMMSU - SLUC

Bachelor of Science, Secondary Education

Tech stack

Software and tools used professionally

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