Margin Analyst

New York, NY

Posted: 05/23/2018 Industry: FIN Perm Job Number: 10798996
  • Ensure accounts are above the regulatory minimums (as stated within Regulation T and Client rule 4210) by using the EMS System and Finet
  • Facilitate movements of securities and moneys in and out of the Firm using the MJS System and Finet funds disbursement system
  • Work with branches to resolve problems related to the Firm's retail client base
  • Audit data via manual calculations
  • Coach junior staff and contribute appropriate, relative knowledge and experiences to aid, assist and/or support the day's workload
  • Support senior staff with workload as well as participate in two-way knowledge transfer
  • Demonstrate first rate client service skills; escalate issues to supervisor, as appropriate
  • Ad hoc requests

Skills/ Requirements
  • High School diploma or equivalency; college preferred
  • 2+ years' experience working in Financial Services or related field
  • Basic computer knowledge
  • Must be able to work independently and cooperatively within specified section
  • Comply with section policies, procedures and escalation protocols
  • Must be able to maintain the highest level of confidentiality
  • Strong communication skills: verbal, written and interpersonal
  • Demonstrate strong accuracy and thoroughness in all facets of daily work
  • Able to meet designated deadlines and work effectively in a pressurized environment
Seniority Level
Entry level
  • Investment Banking
  • Financial Services

Richard Franco

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