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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Asset & Wealth Management - Margin Analyst

职能财务/会计
级别中级
地点Buenos Aires, Argentina
方式现场办公
类型全职
发布1个月前
立即申请

必备技能

Python

Tableau

Customer Service

The Margin Department is tasked with enforcing the margin and credit regulations set by various regulatory bodies, including but not limited to the Federal Reserve Board, Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and the UK's Financial Services Authority (FSA), alongside the Firm's internal requirements.

As a Margin Analyst, you will play a crucial role in monitoring and managing margin exceptions that arise during daily client trading activities. Utilizing team-developed User Tools, you will assess whether manual intervention is necessary. These exceptions may involve unsecured debits, short positions, good faith violations, or box positions in margin accounts. Additionally, you will provide exceptional customer service to various business lines by addressing regulatory and margin-related inquiries.

Job Responsibilities:

  • Monitor margin loans to ensure compliance with equity level requirements.
  • Serve as a primary liaison between front offices and operations.
  • Conduct daily reviews of cash and margin exceptions to prevent Reg T violations.
  • Reconcile transactions between bank and brokerage accounts.
  • Ensure collateral agreements for JPMCC customer accounts adhere to Federal, FINRA, and internal policies.
  • Manage client account interest and fee billing postings.

Required Qualifications, Skills, and Capabilities:

  • Advanced proficiency in written and spoken English, essential for daily communication with US management and counterparties.
  • Strong proficiency in Microsoft Office tools.
  • Excellent problem-solving skills, with the ability to identify issues and propose effective solutions.
  • Strong client/customer focus, with the ability to assist internal clients and prioritize inquiries.
  • Collaborative team player with a keen attention to detail.
  • Ability to prioritize workloads effectively and meet critical deadlines while maintaining accuracy and quality.
  • Adaptability to changing scenarios, industry developments, and procedural updates.
  • Ability to manage deadlines and meet daily cut-offs.

Preferred Qualifications:

  • Familiarity with and experience using Tableau, Alteryx, Python, is preferred.

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关于JPMorgan Chase

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

员工数

New York City

总部位置

$500B

企业估值

评价

10条评价

3.8

10条评价

工作生活平衡

3.5

薪酬

4.0

企业文化

3.8

职业发展

3.2

管理层

2.8

68%

推荐率

优点

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

薪资范围

44个数据点

Analyst

Junior/L3

Mid/L4

Senior/L5

Analyst · Analyst, Investment Banking

6份报告

$126,500

年薪总额

基本工资

$110,000

股票

-

奖金

-

$103,500

$201,250

面试评价

4条评价

难度

3.0

/ 5

时长

14-28周

录用率

50%

体验

正面 25%

中性 75%

负面 0%

面试流程

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

常见问题

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study