Global Margin & Collateral Ops Analyst – Hybrid

Jobot; Fort Worth (TX); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Jobot is seeking a Collateral & Margin Operations Analyst in Fort Worth, TX to own the full margin and collateral cycle for a global investment firm. You will manage daily margin calls on derivatives, repos, and prime brokerage accounts, and drive automation across workflows.

The role requires 2+ years in collateral/margin operations, a finance-related degree, and strong Excel plus tools like Alteryx, Python, SQL, or Power BI. Hybrid schedule with 3 days in the DFW office.

Qualifications

• 2+ years in collateral or margin operations, handling margin calls on OTC derivatives, cleared products or repo.
• Bachelor’s degree in finance, accounting, data science or a related field.
• Advanced Excel; experience with Alteryx, Python, SQL, VBA or Power BI is a plus.
• Collateral system experience (Acadia, CloudMargin, Calypso or similar), Advent Geneva and Bloomberg are positives.

Responsibilities

• Agree, dispute and settle daily margin calls on cleared and bilateral derivatives, repos and prime brokerage accounts.
• Book cash movements, return excess collateral to funds and reconcile cash collateral positions and breaks daily.
• Maintain collateral agreement reference data and test cash and collateral system enhancements.
• Support ISDA onboarding and review initial margin (UMR) metrics.
• Oversee deliverables from an offshore collateral team and work with counterparties, prime brokers, custodians and fund administrators.
• Identify manual workflows and automate them with Alteryx, AI and workflow tools.
• Support the lifecycle of cleared and bilateral derivatives transactions.

Skills

2+ years collateral operations

Advanced Excel

Alteryx

Python

SQL

VBA

Power BI

Collateral systems (Acadia/CloudMargin

Calypso/Advent Geneva/Bloomberg

Education

Bachelor’s degree in finance, accounting, data science or similar

Tools

Acadia

CloudMargin

Calypso

Advent Geneva

Bloomberg

Job description

Jobot is seeking a Collateral & Margin Operations Analyst in Fort Worth, TX to own the full margin and collateral cycle for a global investment firm. You will manage daily margin calls on derivatives, repos, and prime brokerage accounts, and drive automation across workflows.

The role requires 2+ years in collateral/margin operations, a finance-related degree, and strong Excel plus tools like Alteryx, Python, SQL, or Power BI. Hybrid schedule with 3 days in the DFW office.