Margin and Collateral Associate

As a Margin and Collateral Associate in the Collateral Operations team, you will manage collateral processes and client relationships, ensuring accuracy and compliance with firm policies. You will collaborate with colleagues across the globe, leverage digital tools, and proactively identify opportunities for process improvement. Together, we will deliver outstanding service to our clients and maintain the highest standards of operational control.

• Build understanding of relevant businesses, product definitions, and standard operating procedures.
• Collaborate with high-performing teams across diverse cultures to accomplish common goals.
• Comply with policies, controls, regulations, and escalation protocols.
• Manage client requests with accuracy and within defined timelines and service level agreements.
• Generate collateral statements and send calls to clients for both standard and non-standard agreements, with timely follow-up.
• Answer incoming collateral calls, compare them to firm exposure, and agree on collateral movement.
• Resolve incoming queries, elevate issues, and support reconciliation and dispute resolution.
• Agree on coupons due on securities held as collateral and process month-end tasks, including interest on cash collateral.
• Participate in projects and testing to enhance and develop operating infrastructure, including occasional weekend support.
• Build awareness of digital operations tools through online and classroom training.
• Proactively identify areas for improving process quality, control, and productivity.
• Interact with senior internal and external clients, demonstrating strong communication and relationship-building skills.
• Work with minimal supervision, following procedures with high accuracy and attention to detail.
• Demonstrate flexibility during busy periods such as month end and maintain a self-motivated approach to working hours.

• Bachelor’s degree or equivalent experience.
• Highly motivated, proactive, and enthusiastic.
• Highly numerate with excellent attention to detail.
• Ability to work in a high-pressure environment and meet tight deadlines.
• Proficient in Microsoft Excel, Word, and Outlook.
• Strong client communication skills and ability to build effective client relationships.
• Ability to work independently and as part of a team.
• Flexible approach to working hours, especially during peak periods.
• Strong organizational and time management skills.

• Experience leading teams or demonstrated leadership and interpersonal skills.
• Practical knowledge of digital operations tools and platforms.
• Proficient in Microsoft PowerPoint.
• Experience with process improvement initiatives.
• Exposure to collateral management or related financial operations.