Job Description

Job Title: Margin Lending Analyst – Hiring FAST!
Industry: Finance
Location: Salt Lake City, UT
Pay Rate: $23/HR on W2 Only – NO C2C
Setting: Onsite Required (Hybrid/Remote is NOT an Option)
Duration: 6+ months
Job ID: 243945

Required Qualifications:

• Bachelor’s degree is required
  
• Strong organizational and multi-tasking skills to balance competing priorities and meet deadlines.
  
• Exceptional understanding of products, risks, controls and escalations process across Operations.
  
• Excellent problem solving skills; comfort dealing with large datasets and strong numerical aptitude.
  
• Motivated, enthusiastic and career focused. Strong motivation to succeed, both as an individual and as a team.
  
• Desire for continued improvement and new challenges, both on a business and personal level.
  
• Excel skills an advantage.
  
• Excellent communication and interpersonal skills with a strong appreciation of client service.

Desired Qualifications:

• Good working knowledge of product flows and systems, including OTC derivatives and intercompany processes.
  
• Prior experience with the Margin Lending business, systems, flows, products and client base.

Responsibilities:

• Margin Call Issuance & Monitoring: Execute daily margin calculations, validate call amounts, and issue margin calls in accordance with regulatory and internal guidelines.
  
• Exception Handling: Monitor and resolve margin exceptions, including non-call issuance and late liquidations, ensuring risk mitigation and compliance.
  
• Manual Support: Provide manual margin calculations and overrides for high-value clients not supported by automated tools.
  
• Regulatory Governance: Apply margin rules (e.g., Reg T, FINRA 4210) and ensure adherence to firm-wide control frameworks.
  
• Reporting & Documentation: Maintain accurate records of margin activity, support audit requests, and contribute to control updates.
  
• Responding to all incoming queries and interacting with many different areas of the bank, in particular with Risk, Credit and Technology.
  
• Proactively working on enhancing the team s process and controls.
  
• Resolution and escalation of all client disputes and queries.
  
• Project and initiative management and participation within the team and across all regions.