Hybrid Margin Operations Associate: Risk & Analytics

PowerToFly; Jersey City (NJ); Hybrid; USD 65,000 - 103,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Discretionary bonus

Job summary

Morgan Stanley is seeking a Margin Operations professional for a hybrid role in Jersey City, NJ. You will manage margin policy exceptions, monitor collateral, and review asset transfers while applying REG-T and Day-Trading rules.

The position calls for a Bachelor’s in Business/Finance with 2+ years of broker-dealer experience and strong risk awareness. You will collaborate with cross-functional teams to enhance processes, support client services on margin issues, and contribute to risk

Qualifications

• Bachelor's degree in Business or Finance or related field.
• Clear articulation of complex ideas to colleagues at all levels.
• Willingness to learn new skills across brokerage operations.
• Detail-oriented with proactive risk identification and change implementation.
• 2+ years in broker-dealer space, preferably Margin Operations or Equity/Options Trading.
• Strong understanding of margin concepts and regulatory requirements (REG-T, Reg U, Portfolio Margin).

Responsibilities

• Initiate and manage exceptions to the margin policy.
• Run daily margin processes including margin calls and collateral monitoring.
• Review asset transfers (funds/securities).
• Understand REG-T and Day-Trading rules and complex options.
• Address at-risk accounts per policy and market conditions.
• Support customer service on margin issues via email/phone/chat.
• Assess risk and execute closing transactions under pressure.
• Escalate risk-related issues to leadership.
• Participate in cross-functional policy and system improvement projects.
• Provide regular reporting to management.
• Suggest operational improvements to improve client experience.

Skills

Communication

Regulatory knowledge

Risk awareness

Attention to detail

Learning mindset

Brokerage operations knowledge

Education

Bachelor's Degree in Business/Finance

Tools

Excel

Tableau

Bloomberg

Microsoft Office

Job description

Morgan Stanley is seeking a Margin Operations professional for a hybrid role in Jersey City, NJ. You will manage margin policy exceptions, monitor collateral, and review asset transfers while applying REG-T and Day-Trading rules.

The position calls for a Bachelor’s in Business/Finance with 2+ years of broker-dealer experience and strong risk awareness. You will collaborate with cross-functional teams to enhance processes, support client services on margin issues, and contribute to risk