Margin & Collateral Automation Specialist

WhiteCap Search; New York (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

WhiteCap Search seeks a highly motivated professional to join our client’s operations team in New York, NY. You will work on a global trading platform with diverse asset classes, focusing on automation and scalable margin data systems.

The role emphasizes entrepreneurial thinking, detailed margin data handling, and collaboration across technical and non-technical teams to drive end-to-end improvements in risk, funding, and capital management.

Qualifications

• 3-5 years of experience in a Collateral, Margin, or Treasury function.
• Strong understanding of margining practices and products (OTC derivatives, futures, cleared swaps).
• Ability to design and optimize tools in close collaboration with engineering teams; SQL and/or Python familiarity is a plus.
• Clear communicator with strong documentation habits and cross-functional collaboration skills.

Responsibilities

• Execute daily collateral functions around margin data management, margin reconciliation, and handling disputes.
• Partner with internal stakeholders to support margin replication, cost of capital analytics, and reconciliation workflows.
• Architect and maintain a centralized margin and collateral data platform for external margin data storage.
• Document and maintain margin mappings and controls.
• Support onboarding of new counterparties and ensure data integration aligns with system architecture.
• Stay informed about evolving margin models and broker reporting practices and help translate them into scalable internal systems.

Skills

SQL

Python

Margin knowledge

Documentation

Cross-functional collaboration

Job description

WhiteCap Search seeks a highly motivated professional to join our client’s operations team in New York, NY. You will work on a global trading platform with diverse asset classes, focusing on automation and scalable margin data systems.

The role emphasizes entrepreneurial thinking, detailed margin data handling, and collaboration across technical and non-technical teams to drive end-to-end improvements in risk, funding, and capital management.