Asset & Wealth Management - Margin Analyst

Testing Site - JPMC; Buenos Aires; On-site; ARS 1,200,000 - 2,000,000; Full time

Job summary

Testing Site - JPMC in Buenos Aires is seeking a Margin Analyst to monitor margin exceptions and ensure compliance with Reg T and internal policies. You will assess manual interventions using team tools and support various business lines.

The role requires advanced English, proficiency with MS Office, strong problem solving, customer focus, and teamwork. Preferred familiarity with Tableau, Alteryx, Python.

Qualifications

• Advanced written and spoken English required for daily interchanges.
• Strong MS Office skills and comfortable with data handling.
• Analytical thinker who resolves issues and proposes solutions.
• Customer focus with ability to support internal clients.
• Detail-oriented team player who meets tight deadlines.
• Able to adapt to changing processes and regulatory updates.
• Capable of prioritizing workload and meeting daily cut-offs.
• Experience with margin concepts is a plus.

Responsibilities

• Monitor margin loans to ensure equity level compliance.
• Act as liaison between front offices and operations.
• Review cash and margin exceptions to prevent Reg T issues.
• Reconcile transactions between bank and brokerage accounts.
• Ensure collateral agreements comply with policies.
• Post client interest and fee postings.

Skills

Advanced English

MS Office

Problem solving

Client focus

Team player

Time management

Adaptability

Deadline management

Tools

Microsoft Office

Tableau

Alteryx

Python

Job description

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 UK's Financial Services Authority (FSA), alongside the Firm's 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.