Senior/ Margin Executive (Established Stockbroking/ Securities Firm)

PEOPLE PROFILERS PTE. LTD.

Singapore

On-site

SGD 55,000 - 75,000

Full time

2 days ago
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Job summary

People Profilers Pte Ltd in Singapore invites applicants for a Credit Operations Analyst role focusing on monitoring schedules, margin administration, and reports for the credit and private wealth teams. You will work independently, analyze data in Excel, and collaborate with internal stakeholders to ensure accuracy and timely delivery of valuation and margin information.

Experience in credit operations or securities services is preferred; programming or AI knowledge is a plus.

Qualifications

  • Degree in Finance, Accountancy, Data Analytics or related discipline.
  • 1-5 years of relevant experience in credit operations, margin administration or securities operations.
  • Strong Excel skills with an analytical approach and close attention to detail; programming or AI knowledge would be advantageous.
  • Able to work independently, resolve operational issues and communicate clearly with internal stakeholders.

Responsibilities

  • Maintain monitoring schedules for structured products to support the credit team's operational activities.
  • Compile product valuation information into clear reports for trading representatives.
  • Update and maintain bond margin information within internal systems.
  • Administer unit trust margin records, ensuring system information remains accurate and current.
  • Prepare reports supporting private wealth management and high-net-worth client activities.
  • Provide operational and administrative support for private wealth-related matters within the credit function.
  • Check the accuracy and completeness of data used in monitoring schedules, valuation reports and margin records.
  • Assist with departmental projects and additional operational assignments as required.

Skills

Excel
Data analytics
AI knowledge
Programming basics

Education

Bachelor's degree in Finance/Accounting/Data Analytics

Job description

Responsibilities
  • Maintain monitoring schedules for structured products to support the credit team's operational activities.
  • Compile product valuation information into clear reports for trading representatives.
  • Update and maintain bond margin information within internal systems.
  • Administer unit trust margin records, ensuring system information remains accurate and current.
  • Prepare reports supporting private wealth management and high-net-worth client activities.
  • Provide operational and administrative support for private wealth-related matters within the credit function.
  • Check the accuracy and completeness of data used in monitoring schedules, valuation reports and margin records.
  • Assist with departmental projects and additional operational assignments as required.
Requirements
  • Degree in Finance, Accountancy, Data Analytics or a related discipline.
  • 1-5 years of relevant experience, preferably in credit operations, margin administration or securities operations within a stockbroking or financial services firm.
  • Strong Microsoft Office skills, particularly Excel, with an analytical approach and close attention to detail; programming or AI-agent knowledge would be advantageous.
  • Able to work independently, resolve operational issues and communicate clearly with internal stakeholders.

People Profilers Pte Ltd, 20 Cecil Street,#08-09, PLUS Building, Singapore 049705.
Tel: 6950 9724
http://www.peopleprofilers.com
EA License Number: 02C4944
Registration Number: R1872398

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