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Margin Lending Analyst — PWM Operations & Risk
Job in
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-07-10
Listing for:
Northpointe Staffing Professionals
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below
Northpointe Staffing Professionals seeks a Margin Lending Analyst to support the PWM Margin Lending team with daily margin calculations, monitoring, and exception handling. The role ensures regulatory compliance and high-quality client service while providing comprehensive support to the advisor team.
Key responsibilities include issuing margin calls, handling exceptions, and performing manual calculations for high-value clients.
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