(Junior) Client Services Analyst
Core
Manage trade allocations, matching, and settlements for Prime Brokerage clients while serving as a key client-facing contact for operational queries.
Role type
junior IC client services analyst (prime brokerage operations)
Builds
trade allocations, matching, and settlements for institutional clients
Domain
financial services / prime brokerage
Required skills
trade allocation management, trade matching, trade settlement, client query resolution, risk management, operational controls, Excel, VBA/Macros
Preferred skills
stakeholder management, process improvement
Responsibilities
Manage trade allocations, matching, and settlements; Serve as a key client-facing contact for operational queries; Collaborate with global stakeholders to improve processes; Identify and manage risk and control issues