Asset & Wealth Management - Margin Analyst
On-site · Buenos Aires, Buenos Aires F.D., Argentina
Job Summary
Margin Analyst in Asset & Wealth Management responsible for monitoring margin exceptions, assessing when manual intervention is needed, and serving as a liaison between front offices and operations. Responsibilities include monitoring margin loans for equity-level compliance, reviewing cash and margin exceptions to prevent Reg T violations, reconciling transactions between bank and brokerage accounts, ensuring collateral agreements align with federal, FINRA, and internal policies, and managing client account interest and fee postings. Preferred familiarity with Tableau, Alteryx, and Python to support data analysis and regulatory reporting. Strong English communication, problem-solving, client focus, team collaboration, and ability to meet daily deadlines are essential.
Required Qualifications
- Advanced proficiency in written and spoken English
- Strong proficiency in Microsoft Office tools
- Excellent problem-solving skills
- Strong client/customer focus
- Collaborative team player
- Ability to prioritize workloads and meet deadlines
- Adaptability to changing scenarios
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