Margin&Collateral Specialist IV

October 6, 2026

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About the position

As a Margin and Collateral specialist within Market operations, you will help drive our clients’ business forward, while getting a behind-the-scenes look at how our own businesses run, you’ll work on implementing new ideas to improve and enhance our client services - driving increased productivity and efficiencies for our clients and the firm. The Collateral Services Team supports bilateral OTC derivative collateral requirements and all related settlements. The Client Service Representative will deal primarily with buy-side clients (Hedge Funds, Investment Advisors/Asset Managers) and will develop partnerships internally with various Marketers/Salespeople, individuals in Prime Brokerage, Credit Executives, Middle Offices, and Line of Business Operations Teams.

Responsibilities

Remain client focused, able to work independently under strict deadlines with limited supervision, be control oriented
Process efficiently and accurately both outgoing and incoming margin calls and provide transparency to the client on the margin call when needed
Ensure all transfers agreed are eligible under the appropriate legal document
Respond to client inquiries, and when needed, coordinate with the appropriate Front/Middle Office as well as the core processing area in order to facilitate resolution
Identify and resolve client disputes related to both collateral and trade settlement discrepancies
Perform Risk Mitigation (Operational, Financial and Reputational)
Maintain and build excellent relationships with both internal partners and external clients

Requirements

Desire to work in a fast-paced environment
Self-motivated, enthusiastic with a great appetite to learn and develop new skills
Excellent time management skills and the ability to organize and prioritize work in a busy environment with the ability to work under pressure and to deadlines

Nice-to-haves

Previous exposure to financial products including securities and derivatives instruments advantageous but not essential
Process oriented with strong attention to detail, highly entrepreneurial, creative, open-minded, persistent, highly collaborative and with a passion for delivering business results

Benefits

comprehensive health care coverage
on-site health and wellness centers
a retirement savings plan
backup childcare
tuition reimbursement
mental health support
financial coaching

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