Equities Operations- Prime Financial Services

J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.

As a Prime Pre-matching Analyst within the Prime Pre-matching team, you ensure unmatched and failed trades are resolved efficiently. You collaborate with internal and external partners to maintain robust controls and support daily trade matching activities.

Job Responsibilities

• Perform daily pre-matching activities in line with agreed SLAs
• Coordinate with counterparties to agree on PO's promptly
• Escalate high-value trades and unresolved issues appropriately
• Prioritize trades considering CSDR penalties and client impact
• Prepare and distribute client-specific reports to stakeholders
• Escalate exceptions and deviations from SOPs immediately
• Collaborate with Middle Offices to increase STP rates
• Act as SME and provide training to team members
• Conduct root cause analyses on recurring issues
• Validate and complete SOPs on schedule
• Support process improvement initiatives and control enhancements

Required Qualifications, Capabilities and Skills

• Demonstrate at least 4 years experience in pre-matching, settlements, or fails management
• Exhibit excellent written and verbal communication skills
• Apply a strong control mindset in daily activities
• Coordinate effectively with global stakeholders
• Deliver strategic solutions for clients
• Analyze and resolve operational issues efficiently
• Uphold high standards of accuracy and attention to detail

Preferred Qualifications, Capabilities and Skills

• Utilize advanced Excel and data analysis skills
• Adapt quickly to changing market environments
• Lead process improvement projects
• Mentor and guide junior team members
• Communicate complex information clearly
• Manage multiple tasks under tight deadlines
• Engage proactively with cross-functional teams