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Portfolio Margin Analyst

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Phaxis LLC

2024-11-05 14:46:07

Job location New York City, New York, United States

Job type: fulltime

Job industry: Administration

Job description

Well established broker dealer is seeking a Margin Operations Specialist to join theis team. This position will handle margin calls, client asset transfers, and collaborate closely with Risk and Credit teams to implement margin policies.

Key Responsibilities:

Ensure compliance with House Risk, Portfolio Margin, and Regulation T calculations in a timely manner.

Review, validate, and issue daily margin calls for Prime Brokerage and Equity Swap clients, ensuring accuracy and timeliness.

Facilitate and approve client asset transfers in and out of the firm using proprietary systems.

Qualifications:

Bachelor's Degree in Economics, Finance, or a related field.

3+ Prime Brokerage Operations, with a focus on margin-related processes.

Strong knowledge of Margin financing platforms including Regulation T, Portfolio Margin, Arranged Financing, and Equity Swaps.

Expertise in Client 4210 strategy-based and risk-based portfolio margin regulations.

Base Salary - $80,000-$100,000 depending on experience

Reference - (phone number removed)

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