As a Margin & Collateral Analyst within the Commercial & Investment Bank, you will be responsible for supporting data management, client reporting, trade processes, and problem resolution. Your role will include performing product set-up, transaction processing, account maintenance, trade booking, and handling client inquiries. Inquiries are received via telephone, email, and CSX cases; while the volume of inquiries is relatively nominal, the complexity of the products requires a highly analytical team member.

Job Responsibilities

Assist the Team Management in the oversight of the daily activitiesSupport the Transaction Processing Manager through investigation, analysis, and provision of relevant data to resolve client queries as requiredPerform day-to-day operations of the Liquidity team which include trade booking, product set-up, client inquiries, adjustments, and reconciliationsIdentify issues, analyze problems, and provide viable solutionsPossess ability to work under tight time constraints in a fast-paced environmentPresent to senior stakeholders when neededLearn complex products and functions across different regionsAssist in preparing audit schedules, risk mitigation through uniform procedures covered by SAS70 or other reports

 

Required qualifications, capabilities, and skills

Ability to communicate effectively and interact with individuals in and outside of the teamBe a self-starter, with ability to work on own initiatives and to learn quicklyRoot cause analysis/problem resolution experience preferred.Ability to work under pressure in a volume driven environmentAbility to be flexible, follow tight deadlines, organize, and prioritize workAbility to work quickly, with accuracy, and with minimum supervisionRelevant financial industry experienceStrong proficient in Microsoft Office products including Word, Excel and PowerPoint

 

Preferred qualifications, capabilities, and skills

Bachelor's degree or equivalentExperience in root cause analysis and problem resolution