Jacob Paschall
Jacksonville,FL
Summary
High-performing financial analyst with 4 years of experience at a reputable clearing firm, performing core functions such as the custody of client assets and the facilitation of trade settlement while delivering exceptional service across the globe.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate
Morgan Stanley
Baltimore, MD
11.2021 - Current
- Responsible for trade settlement issues with contra brokers settling through DTC.
- Provide DWAC and DRS settlement services to prime brokerage clients.
- Safeguard client and firm assets, ensuring fully paid-for assets are segregated separately from positions available for margin activity.
- Reconcile breakdowns in system processing that result in discrepancies in the firm's books and records.
- Coordinate the resolution of trade breaks with stakeholders to ensure that incomplete processes and incorrect manual actions are remediated as soon as possible.
- Implement process improvements that streamline workflows and reduce manual intervention, giving back 2,978 hours to my department in 2025.
- Communicate with contra brokers and trade support, handling escalations from clients.
Education
Bachelor of Science - Business Management
Perdue School of Business
Salisbury, MD05.2021
Skills
- Exposure to systems such as Bloomberg, Power BI, Alteryx, UI Path, and Tableau
- Attention to detail, data integrity, critical thinking
- Effectively manage time and priorities
- Collaborating with a team and resolving issues independently
- Ability to explain advanced concepts in a simple manner
- Trained junior analysts on regulatory and compliance procedures
Certification
Securities Industry Essentials (SIE)
Timeline
Associate
Morgan Stanley
11.2021 - Current
Bachelor of Science - Business Management
Perdue School of Business