Analyst, Prime Margin

Cantor Fitzgerald•Jacksonville, FL

About The Position

The Prime Services Margin Analyst will play a crucial role in our Middle Office team, supporting multiple domestic legal entities. This entry-level position offers an excellent opportunity to develop expertise in margin operations, collateral management, and risk oversight within a dynamic prime brokerage environment. The successful candidate will collaborate with various teams, ensuring smooth operations and compliance with regulatory standards.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
0-2 years of experience in financial services, operations, middle office, risk, or brokerage operations (internship experience considered).
Strong analytical, problem-solving, and organizational skills, with a keen attention to detail.
Excellent verbal and written communication abilities, enabling effective client interaction and collaboration.
Ability to thrive in a fast-paced, client-focused environment, managing multiple priorities simultaneously.
Team-oriented mindset with a proactive and collaborative approach to problem-solving and project execution.
Basic understanding of accounting principles and financial markets, with a desire to learn and develop further.
Proficiency in Microsoft Excel, with familiarity or willingness to learn financial systems and Bloomberg.

Nice To Haves

Interest in or exposure to Prime Brokerage, Margin Operations, Brokerage Operations, or Collateral Management is preferred.
Understanding of Regulation T, FINRA margin requirements, and portfolio margin concepts is an asset.

Responsibilities

Serve as the primary point of contact for client and administrator inquiries related to Prime Services accounts.
Issue and monitor margin calls to maintain required equity levels in client accounts.
Review daily cash and margin account activities for compliance with Regulation T, FINRA, and internal risk policies.
Support the administration and maintenance of portfolio margin accounts.
Process and reconcile daily operational workflows, controls, and exception items.
Partner with Operations, Risk, Finance, and Front Office teams to resolve client inquiries and operational issues promptly.
Monitor account activity, settlement exceptions, fails, and cash movements across Prime Brokerage accounts.
Identify opportunities for workflow streamlining and operational efficiency improvements through automation and process enhancements.
Escalate operational risks, control issues, and exceptions in a timely manner, ensuring effective risk management.
Participate in project work, testing initiatives, and ad hoc operational requests as needed.