Financial Services Margin Analyst

JPMorganChase; Bournemouth; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial institution in the United Kingdom is seeking an experienced Prime Financial Services Margin Analyst to join their Prime Brokerage Margin team. This role entails managing day-to-day operations, handling client interactions, and ensuring compliance with regulatory demands. The ideal candidate should possess strong communication abilities, a collaborative spirit, and experience in the financial industry. An understanding of MS Office applications, along with skills in Alteryx and Tableau, is preferred.

Qualifications

• Excellent verbal, mathematical, and written communication skills are required.
• Ability to work collaboratively to meet deadlines.
• Experience in financial service roles is preferred.

Responsibilities

• Enforce firm and regulatory policies regarding brokerage accounts.
• Review and approve collateral withdrawal requests.
• Maintain relationships with clients and internal teams.

Skills

Excellent verbal communication skills

Mathematical skills

Written communication skills

Collaborative work

Proactive learning

Client service orientation

Tools

MS Office

Alteryx

Tableau

Job description

Job Description

Are you experienced within the financial industry and have strong communication skills Then you found the right position for you! As an Prime Financial Services Margin Analyst within the Prime Brokerage Margin team you will be exposed to day-to-day operational and client-facing functions including firm and regulatory risk monitoring review and approval of collateral movements plus maintaining equity levels on margin loans. These functions are inclusive of providing first-class client service to our Prime Brokerage/Hedge Fund clients and internal stakeholders.

Job Responsibilities

• Enforce firm and regulatory policies with respect to securities brokerage accounts
• Review and approve daily requests for collateral withdrawals
• Review various exceptions in a timely manner and follow an appropriate course of action for their resolution
• Execute flawlessly departmental policies and control procedures
• Maintain effective working relationships with internal support departments and external clients of JP Morgan Prime Brokerage
• Coding and running prospect client portfolios as directed by risk
• Coordinating solutions for clients leveraging multiple internal teams not limited to PBMO Corporate Actions Swap F&O OTC FX Pricing Risk Credit Repo and Client Service
• Maintain a broad knowledge of the securities industry and events impacting markets
• Create both strategic and tactical controlled solutions to challenges through clear demand specification U perusteiden to final production release

Required Qualifications, Capabilities and Skills

• Excellent verbal mathematical and written communication skills
• Competent in MS Office applications
• Able to work collaboratively as a team to ensure deadlines client expectations and accuracy standards are maintained
• Highly motivated with a proactive approach to learning and taking on new challenge

Preferred Qualifications, Capabilities and Skills

• Financial industry or client service related experience preferred
• Experience with Alteryx and Tableau