Jiajie Yan
Morgan Stanley / CFA Candidate
- Role
- Derivatives Analyst at Morgan Stanley
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
About Jiajie Yan
Results-driven finance professional with a strong technical background in data analysis…
Experience
Derivatives Analyst
Jan 2025 — Present · Washington, DC, US
Ensured accurate margin calculations and issuance of margin calls, monitored settlements, and maintainedreconciled collateral balances.• Utilize platforms such as TriOptima triResolve and AcadiaSoft to manage and reconcile margin accounts.• Handle disputes across a range of complex financial products, including FX, commodities, credit default swaps(CDS), equity swaps, and more.• Resolve margin and trade disputes by analyzing pricing models, exposure calculations, settlement data, and relatedfinancial metrics.• Utilize PivotTable to reconcile trade files between client records and internal systems, identifying discrepancies andresolving disputes efficiently.• Collaborate with trading desks, sales teams, risk management, and operations to resolve trade and margin disputes,improve data accuracy, and enhance operational workflows and client reporting.
Education
The George Washington University
Master of Science in Applied Finance
Shanghai Lixin University of Accounting and Finance
Bachelor's degree
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.