Analyst, Prime Middle Office

Cantor Fitzgerald; Jacksonville (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Cantor Fitzgerald in Jacksonville, FL is seeking an Analyst, Prime Margin to join our Middle Office and support margin operations, collateral management, and risk oversight. You will work with multiple domestic entities, learning the processes that keep Prime Brokerage activities compliant and efficient.

Responsibilities include handling margin calls, monitoring cash activity, and collaborating with cross-functional teams to resolve issues in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 0–2 years of experience in financial services, operations, or middle office roles.
• Strong analytical, problem-solving, and organizational skills with attention to detail.
• Excellent verbal and written communication for client interaction.
• Proficiency in Excel and willingness to learn financial systems and Bloomberg.

Responsibilities

• Serve as primary contact for client and administrator inquiries related to Prime Services accounts.
• Issue and monitor margin calls to maintain client account equity levels.
• Review daily cash and margin activities for regulatory and policy compliance.
• Support portfolio margin account administration and maintenance.
• Process and reconcile daily operational workflows and exception items.
• Partner with cross-functional teams to resolve client inquiries and operational issues.
• Monitor account activity, settlement exceptions, and cash movements across Prime Brokerage accounts.
• Identify opportunities for workflow streamlining and efficiency improvements.
• Escalate operational risks and control issues promptly to ensure risk management.
• Participate in project work, testing initiatives, and ad hoc operational requests.

Skills

Analytical

Problem-solving

Organizational skills

Verbal & written communication

Excel

Bloomberg familiarity

Teamwork

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Microsoft Excel

Bloomberg

Job description

We are seeking an Analyst, Prime Margin to join our dynamic Middle Office team, supporting multiple domestic legal entities. This role is an excellent entry point for individuals looking to develop expertise in margin operations, collateral management, and risk oversight. As an Analyst, you will collaborate with various teams, ensuring smooth operations and compliance with regulatory standards. This position provides a great opportunity to learn and grow within a fast-paced financial services environment.

Responsibilities

• Serve as the primary contact for client and administrator inquiries related to Prime Services accounts.
• Issue and monitor margin calls to maintain client account equity levels.
• Review daily cash and margin activities for compliance with regulations and internal policies.
• Support portfolio margin account administration and maintenance.
• Process and reconcile daily operational workflows and exception items.
• Partner with cross-functional teams to resolve client inquiries and operational issues.
• Monitor account activity, settlement exceptions, and cash movements across Prime Brokerage accounts.
• Identify opportunities for workflow streamlining and operational efficiency improvements.
• Escalate operational risks and control issues promptly, ensuring effective risk management.
• Participate in project work, testing initiatives, and ad hoc operational requests as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 0-2 years of experience in financial services, operations, or middle office roles (internship experience considered).
• Strong analytical, problem-solving, and organizational skills with attention to detail.
• Excellent verbal and written communication skills for effective client interaction.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.
• Team-oriented mindset with a proactive and collaborative approach to problem-solving.
• Basic understanding of accounting principles and financial markets, with a desire to learn.
• Proficiency in Microsoft Excel and willingness to learn financial systems and Bloomberg.
• Interest in or exposure to Prime Brokerage, Margin Operations, or Collateral Management is preferred.
• Understanding of Regulation T, FINRA margin requirements, and portfolio margin concepts is an asset.

Job Info

• Job Identification 249703
• Posting Date 08/18/2026, 08:01 PM
• Locations 10401 Deerwood Park Blvd, Jacksonville, FL, 32256, US