Trading Services Associate Margin Services Operations

Bring your expertise to a fast-paced operations team that supports clients in meeting margin obligations and managing exposure.
You will work across partner teams to maintain a strong control environment and deliver excellent service.
You will have opportunities to improve workflows simplify processes and help scale a global platform.

As a Trading Services Associate in the Margin Services Operations team you will support clients in managing margin obligations and monitoring exposures.
You will collaborate with partner teams to resolve exceptions maintain effective controls and drive process improvements.
You will contribute to onboarding and service delivery while helping the team meet key operational and risk outcomes.

Job responsibilities:

• Maintain and review risk and control checks to support compliance with operational standards.
• Investigate and resolve margin and collateral exceptions within defined timeframes.
• Escalate issues and coordinate resolution with management and partner teams.
• Identify root causes and implement process improvements to reduce operational risk and potential loss.
• Document update and improve procedures workflows and controls.
• Prepare and deliver reporting on key performance indicators and management information.
• Support onboarding activities by coordinating operational readiness and service setup.
• Respond to ad hoc client inquiries with clear timely communication and follow-through.
  

Required qualifications capabilities and skills:

• Minimum 3 years of experience in securities lending settlements trade support or middle office operations.
• Strong understanding of global financial markets and operational processes.
• Proficiency in Microsoft Excel.
• Strong analytical numerical and problem-solving skills.
• Effective communication skills and the ability to build working relationships across teams.
• Demonstrated ownership and accountability with the ability to perform under pressure and manage priorities.

Preferred qualifications capabilities and skills:

• Experience using data visualization or automation tools such as Tableau Alteryx or Python.
• Experience driving process improvement and strengthening operational controls.
• Experience producing workflow documentation and recurring operational reporting.
• Familiarity with investment instruments and valuation considerations across markets.
• Flexibility and adaptability in a fast-paced environment with changing priorities.

Internal Application Eligibility Requirements

TENURE:
Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business the standard tenure requirement is 12 months.

PERFORMANCE:
Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action following the firms HR Policies and Guidelines.
Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.

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In partnership Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview applications will be acknowledged.