Asset & Wealth Management Margin Analyst
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Job Location:
Buenos Aires - Argentina
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Department:
Job Summary
The Margin Department is tasked with enforcing the margin and credit regulations set by various regulatory bodies including but not limited to the Federal Reserve Board Financial Industry Regulatory Authority (FINRA) Securities and Exchange Commission (SEC) and the UKs Financial Services Authority (FSA) alongside the Firms internal requirements.
As a Margin Analyst you will play a crucial role in monitoring and managing margin exceptions that arise during daily client trading activities. Utilizing team-developed User Tools you will assess whether manual intervention is necessary. These exceptions may involve unsecured debits short positions good faith violations or box positions in margin accounts. Additionally you will provide exceptional customer service to various business lines by addressing regulatory and margin-related inquiries.
Job Responsibilities:
- Monitor margin loans to ensure compliance with equity level requirements.
- Serve as a primary liaison between front offices and operations.
- Conduct daily reviews of cash and margin exceptions to prevent Reg T violations.
- Reconcile transactions between bank and brokerage accounts.
- Ensure collateral agreements for JPMCC customer accounts adhere to Federal FINRA and internal policies.
- Manage client account interest and fee billing postings.
Required Qualifications Skills and Capabilities:
- Advanced proficiency in written and spoken English essential for daily communication with US management and counterparties.
- Strong proficiency in Microsoft Office tools.
- Excellent problem-solving skills with the ability to identify issues and propose effective solutions.
- Strong client/customer focus with the ability to assist internal clients and prioritize inquiries.
- Collaborative team player with a keen attention to detail.
- Ability to prioritize workloads effectively and meet critical deadlines while maintaining accuracy and quality.
- Adaptability to changing scenarios industry developments and procedural updates.
- Ability to manage deadlines and meet daily cut-offs.
Preferred Qualifications:
Familiarity with and experience using Tableau Alteryx Python is preferred.
Required Experience:
IC
Key Skills
- Active Directory
- Customer Service
- End user
- Access Points
- Deskside Support
- Windows
- SCCM
- Troubleshoot
- User Accounts
- Desktop
- PC
- Backup
- Setup
- hardware
- Technical Support
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
