EB PREMATCHING JOB DESCRIPTION - ANALYSTS
Job Description
As a Trade Lifecycle Analyst, you will join Cash Equities team as a Prematching role. You will be responsible for fail management activities for Equities Product, as well as operational procedures and controls for an assigned bunch of clients. In this role, you will serve as the primary point of service contact for each client unmatched or failing trade. As a client service role, daily activities will include, but are not limited, to manage communication, maintain client expectations and resolve issues. You will also participate in joint calls with Clients and Senior Manager to strengthen relationships, address issues and improve daily process.
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Position responsibilities:
Core functional responsibilities and expectations include, but are not limited to, the following:
- Partner with a Client Service Middle Office team to understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem
- Resolve issues by identifying underlying or hidden problems and patterns
- Build knowledge of Cash Equities products and services
- Serve as a liaison between the Middle Office, Settlements, Technology, Senior Managers and to provide the best service to the client, your department, and the firm
- Identify and control risk to prevent operational risks and avoid financial losses and reputational company impact.
- Prioritize daily workload to maximize productivity utilizing time management and organizational skills
- Follow all established policies, procedures and practices
- Find opportunity areas to improve client service experience, by professionalizing and automatizing daily process.
- Desire to exceed client expectations
- Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
Candidate Requirements:
- Excellent communication skills both written and verbal
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
- Highly organized with ability to manage competing priorities
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
- Proficient PC skills including Word, Excel and PowerPoint
- Ability to multi-task and work with independency, intelligence and team player
- Bachelor's degree or in course preferred
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.