Role & Company Overview
📋 Role Overview & Responsibilities
Client: Corporate Investment BankPosition: Margin Analyst - Investment Analyst Address: : Jersey City, NJ 07310-1616Hours: 8am - 6pm EST
POSITIONThis role is for a Margin Analyst within Wealth Management Capital Markets Operations. The candidate will be supporting the heritage securities cash and margin accounts.
RESPONSIBILITIES • Monitoring daily exception reports and working with account representatives to resolve• Maintaining client attributes and updating margin haircuts in response to market conditions and risk evaluations• Producing simulated margin calculations upon request by clients and Risk partners• Generating metrics and KPI reporting to senior management• Approving collateral withdrawals (wires, security deliveries, journal entries)
QUALIFICATIONS• 3 years of Investment Banking experience (Securities Operations preferred)• Knowledge of trading mechanics of Equities, Fixed Income, Options Margin Lending knowledge (e.g. Regulation T) is a PLUS• 1 year of Derivatives and products knowledge (e.g. Credit Default Swaps, Credit Spread) a big PLUS • Securities Industry Essentials (SIE) credential or FINRA or Series 99 Certification a big PLUS• Strong Microsoft Office skills (Excel: Pivot Tables, VLOOKUPs, Macros)• Bachelor’s degree (Accounting or Finance) preferred or equivalent work experience
Soft Skills:• Excellent communication skills• Strong attention to details • Ability to analyze a process, identify and implement improvements • Ability to adapt and be flexible in a team environment • Ability to demonstrate a strong client focus; ability to partner with various internal groups
INTERVIEW PROCESSVideo Interview
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
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