Redion D.

| Finance & Investment Enthusiast | Drexel University Alumni | Seeking Roles in Investment Banking, V.C, Wealth Mgmt, Sales, & Consulting

Role
Prime Brokerage Trade Settlements Analyst at JPMorganChase
Location
Philadelphia, PA, US
LinkedIn followers
500 followers

Experience

  1. Prime Brokerage Trade Settlements Analyst

    JPMorganChase

    Jul 2022 — Present

    Built and led a high-performing team to automate prime broker reporting, reducing manual errors and improving report accuracy. Provided one-on-one training to ensure team readiness and scalability, contributing to operational efficiency and enhancing client satisfaction.Led weekly cross-functional meetings to resolve aged fails, utilizing data-driven dashboards to prioritize issues, resulting in a 30% reduction in aged fails and a 20% improvement in settlement efficiency within three months.Conducted regular reviews of client trading accounts using automated reconciliation tools to verify balance accuracy and ensure compliance with record-keeping standards. Collaborated with IT teams to enhance system accuracy, reducing discrepancies by 15% and improving audit readiness.Acted as the main contact for high-value Prime Brokerage clients, managing relationships, executing trades, and delivering customized solutions to enhance client satisfaction.Leverage UiPath and Alteryx to create and deploy automated workflows for reporting on ETFs, fixed income, and equities products. Reducing manual errors and improving efficiency by 20% at JPMorgan. Led financial reporting and budgeting by implementing automated dashboards (e.g, Tableau), providing real-time management insights. Bridged the gap between finance and IT by collaborating with developers to ensure financial data accuracy and accessibility.

Education

  • Drexel University

    Bachelor of Science - BS, Finance and consulting

    2017 — 2022

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.

Redion D. — Prime Brokerage Trade Settlements Analyst at JPMorganChase in Philadelphia, PA, US | Unifers