Prime Financial Services Margin Analyst

JPMorganChase; Bournemouth; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Bournemouth seeks a Prime Financial Services Margin Analyst to handle operational and client-facing functions. The role requires strong communication skills and involves reviewing collateral movements, maintaining equity levels on margin loans, and ensuring compliance with regulations. Candidates should have experience in the financial industry, with proficiency in MS Office, Alteryx, and Tableau preferred.

Qualifications

• Strong communication skills are essential.
• Experience with financial industry preferred.
• Ability to work collaboratively in a team setting.

Responsibilities

• Enforce firm and regulatory policies with respect to brokerage accounts.
• Review requests for collateral withdrawals.
• Maintain effective relationships with internal departments and external clients.
• Coordinate solutions for clients leveraging multiple internal teams.

Skills

Excellent verbal communication skills

Mathematical skills

Written communication skills

Collaboration skills

Proactive learning

Tools

MS Office

Alteryx

Tableau

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
• Liaise with clients in regards to margin call funding and disputes, working as intermediary between client and risk to negotiate reductions or corrections to margin rates
• 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, UAT, 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

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.