- Work independently and collaboratively with the Margin team to ensure margin calculations are completed accurately and on time
- Build solid working relationships across Operations to support partnership, efficiency, and smooth coordination
- Facilitate and approve client asset transfers in and out of the firm using proprietary internal systems
- Identify and escalate margin violations or unresolved deficiencies to Margin Management and risk partners promptly
Preferred candidate profile
- Analytical and detail-oriented, comfortable working with numerical data and reconciliations
- Proactive communicator who can escalate issues appropriately without waiting to be prompted
- Comfortable working both independently and as part of a broader Operations team
- Adaptable to fast-paced, deadline-driven environments typical of margin/collateral operations