Margin Lending Specialist

2 weeks ago


Salt Lake, Utah, United States Strategic Staffing Solutions Full time
Job Title: Margin Lending Analyst

Strategic Staffing Solutions is seeking a highly skilled Margin Lending Analyst to join our team. As a key member of our Operations Division, you will play a critical role in monitoring margin exposure for our Private Wealth Management (PWM) business.

Key Responsibilities:
  • Calculate and issue margin calls for PWM clientele in a timely and accurate manner.
  • Validate and ensure all margin calls are issued on a timely basis, responding to incoming queries and interacting with various areas of the bank.
  • Proactively work on enhancing the team's process and controls, resolving client disputes and queries, and participating in project and initiative management.
Requirements:
  • Strong organizational and multi-tasking skills to balance competing priorities and meet deadlines.
  • Exceptional understanding of products, risks, controls, and escalations process across Operations.
  • Excellent problem-solving skills, with comfort dealing with large datasets and strong numerical aptitude.
  • Motivated, enthusiastic, and career-focused, with a strong motivation to succeed as an individual and as a team.
Preferred Qualifications:
  • Good working knowledge of product flows and systems, including OTC derivatives and intercompany processes.
  • Prior experience with the Margin Lending business, systems, flows, products, and client base.

As a Margin Lending Analyst, you will have the opportunity to work closely with other areas of the bank, including Credit, Risk, and Sales, requiring strong communication and interpersonal skills. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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