Job Description

We are seeking an Analyst, Prime Margin to join our dynamic Middle Office team, supporting multiple domestic legal entities. This role is an excellent entry point for individuals looking to develop expertise in margin operations, collateral management, and risk oversight. As an Analyst, you will collaborate with various teams, ensuring smooth operations and compliance with regulatory standards. This position provides a great opportunity to learn and grow within a fast-paced financial services environment.

Responsibilities

• Serve as the primary contact for client and administrator inquiries related to Prime Services accounts.
• Issue and monitor margin calls to maintain client account equity levels.
• Review daily cash and margin activities for compliance with regulations and internal policies.
• Support portfolio margin account administration and maintenance.
• Process and reconcile daily operational workflows and exception items.
• Partner with cross-functional teams to resolve client inquiries and operational issues.
• Monitor account activity, settlement exceptions, and cash movements across Prime Brokerage accounts.
• Identify opportunities for workflow streamlining and operational efficiency improvements.
• Escalate operational risks and control issues promptly, ensuring effective risk management.
• Participate in project work, testing initiatives, and ad hoc operational requests as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 0-2 years of experience in financial services, operations, or middle office roles (internship experience considered).
• Strong analytical, problem-solving, and organizational skills with attention to detail.
• Excellent verbal and written communication skills for effective client interaction.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.
• Team-oriented mindset with a proactive and collaborative approach to problem-solving.
• Basic understanding of accounting principles and financial markets, with a desire to learn.
• Proficiency in Microsoft Excel and willingness to learn financial systems and Bloomberg.
• Interest in or exposure to Prime Brokerage, Margin Operations, or Collateral Management is preferred.
• Understanding of Regulation T, FINRA margin requirements, and portfolio margin concepts is an asset.

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