Stock Loan Associate

Cantor Fitzgerald•Jacksonville, FL
•Onsite

About The Position

Cantor Fitzgerald Securities is seeking a Stock Loan Operations Analyst for its Jacksonville, Florida office. The role supports trade operations, settlement, and reconciliation for the Stock Loan, Matchbook, and RevCon desks, working closely with trading partners and internal teams. The associate also helps maintain accurate transaction records and supports new technologies and process improvements.

Requirements

  • Minimum 2–3 years of stock loan operations experience.
  • In-depth knowledge of DTC and Loanet systems; mandatory.
  • Series 7 or Series 99 certification.
  • Bachelor’s degree in finance, business, or a related field.
  • Strong Excel proficiency and analytical skills.
  • Excellent communication and reconciliation abilities.
  • High attention to detail and ability to work independently.
  • Collaborative team-player mindset.
  • Willingness to learn and adapt to new technologies and processes.

Nice To Haves

  • Familiarity with FIS/Phase3 platforms.

Responsibilities

  • Provide trade support, including booking and settling trades for the Stock Loan, Matchbook, and RevCon desks.
  • Process daily mark-to-market activities with non-DTC participating clients.
  • Process callbacks and returns, including allocation, booking, and outgoing returns.
  • Manage DTC RAD approvals.
  • Coordinate with counterparties on month-end billing and reconciliation.
  • Perform contract comparisons.
  • Balance accounts at the start and end of each day.
  • Provide ad hoc assistance to trading desks as needed.
  • Maintain accurate transaction records and documentation.
  • Support the implementation of new technologies and process improvements.
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