Matching Analyst
About this role
Job Title: Matching Analyst
Job Description
Role Overview
We are seeking a matching analyst for a financial services client. The ideal candidate will have an understanding of the financial services industry and a willingness to operate in a dynamic, customer-driven environment. Attention to detail is paramount, and strong customer service and communication skills are essential for this role.
Key Responsibilities
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Matching Analyst supports the process by researching, reconciling, and matching trades to the appropriate approvals before Principal review.
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Provide administrative support as required.
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Required Qualifications
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Strong data entry, reconciliation, and matching experience within Financial Services
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Experience updating and tracking records in workflow tools (Smartsheet experience preferred)
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