Collateral & Margin Operations Analyst #3615022

Axiom-Path; New York (NY); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Axiom-Path is seeking an experienced operations analyst to join their capital markets operations team in White Plains, New York. In this hybrid role, you will support collateral management and margin processes while enhancing operational performance and workflow efficiency.

The ideal candidate has a strong background in operations analysis and process improvement, with proficiency in data visualization tools like Power BI or Tableau. The position requires effective communication skills and the ability to collaborate with cross-functional teams.

Qualifications

• Senior-level experience in operations analysis or related financial services function.
• Strong understanding of collateral management and margin processes.
• Proficiency with Microsoft Excel for data analysis and reporting.

Responsibilities

• Support collateral and margin management activities.
• Collect and analyze operational data to identify trends.
• Build reports and dashboards to support business planning.

Skills

Operations analysis

Business analysis

Process improvement

Collateral management

Microsoft Excel

Data visualization

Analytical skills

Communication

Tools

Power BI

Tableau

Job description

Be Part Of A High-Performing Team:

Join a specialized capital markets operations group supporting derivative products, collateral processes, margin activity, reconciliations, and operational controls. This team operates in a highly regulated financial services environment where accuracy, process discipline, and cross-functional collaboration are critical. The role supports a business area focused on strengthening operational performance, improving workflow efficiency, and enabling data-driven decision-making across collateral and margin management functions.

What's In Store For You:

Engagement: W2 only (no C2C/1099)

This is a hybrid opportunity based in White Plains, New York, supporting a capital markets operations team with exposure to derivative operations, margin call management, reconciliations, reporting, controls, and continuous improvement initiatives. The role offers the opportunity to work closely with cross-functional stakeholders while contributing to process improvements and operational performance monitoring.

How You Will Make An Impact

• Support collateral and margin management activities across derivative products, including margin call management, reconciliations, and controls.
• Collect, review, and analyze operational data to identify trends, workflow bottlenecks, control gaps, and improvement opportunities.
• Build and maintain reports, dashboards, summaries, and presentations to support business planning, leadership updates, and operational performance tracking.
• Partner with cross-functional teams to streamline workflows, improve process consistency, and support operational efficiency initiatives.
• Assist with the development, tracking, and reporting of key performance indicators tied to margin, collateral, reconciliation, and process improvement activities.
• Support special projects and continuous improvement efforts that enhance data visibility, control effectiveness, and overall operational performance.

Are you an experienced operations analyst ready to make an impact in capital markets operations?

• Senior-level experience in operations analysis, business analysis, process improvement, or a related financial services operations function.
• Strong understanding of collateral management, margin processes, reconciliations, controls, or derivative operations preferred.
• Proficiency with Microsoft Excel, including data analysis, reporting, and operational tracking.
Experience with data visualization or dashboarding tools such as Power BI or Tableau.
• Strong analytical, organizational, and problem-solving skills with the ability to identify trends, inefficiencies, and improvement opportunities.
• Familiarity with process mapping, workflow documentation, project tracking, or operational improvement tools.
• Effective communication skills with the ability to prepare summaries, present findings, and collaborate with business and operations stakeholders.
• Ability to work in a hybrid environment in White Plains, NY.