Prime Financial Services Client Services Analyst
Role Overview
The analyst joins a client-facing Middle Office team supporting synthetic Prime Brokerage activity, particularly equity swaps and other delta-one or synthetic products.
The role owns day-to-day operational client experience across trade matching, exceptions, lifecycle events, cashflows, inquiries, and issue resolution.
The position partners with Front Office, Product Control, Technology, Settlements/Cash Processing, and global stakeholders.
Key Skills for This Role
Full Job Posting
Role overview
The analyst joins a client-facing Middle Office team supporting synthetic Prime Brokerage activity, particularly equity swaps and other delta-one or synthetic products.
The role owns day-to-day operational client experience across trade matching, exceptions, lifecycle events, cashflows, inquiries, and issue resolution.
The position partners with Front Office, Product Control, Technology, Settlements/Cash Processing, and global stakeholders.
Responsibilities
- Serve as the operational contact for assigned synthetic derivatives clients and resolve open items with clear communication.
- Support trade matching and allocation, exception management, lifecycle processing, and swap-payment cashflows.
- Work with internal teams to resolve booking and processing discrepancies.
- Monitor workflow queues and service levels and escalate appropriately.
- Contribute to trend/MIS and root-cause analysis to increase straight-through processing and reduce recurring breaks.
- Support change and technology initiatives to improve operational resiliency, client experience, reporting, and controls.
- Participate in client reviews and meetings or visits as required.
- Support compliance with relevant regulatory and control expectations.
Required qualifications and skills
- Experience in operations or client service supporting the trade lifecycle.
- Strong ownership and prioritisation, with the ability to work under pressure and deadlines.
- Strong analytical and problem-solving skills and clear communication of complex issues.
- Ability to build cross-team partnerships and take accountability for end-to-end issue resolution.
- Proactive, self-motivated approach and willingness to improve existing processes.
Preferred qualifications and skills
- Knowledge of equity swaps, delta-one, or synthetic derivatives and operational implications such as valuations, collateral, lifecycle events, and cashflows is preferred.
- Exposure to derivatives instruments and cross-product client support in global markets is preferred.
- Ability to identify and partner on technology or process enhancements is preferred.
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