Job Description

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.
Key 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 inter...
            

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Asset & Wealth Management - Margin Analyst

Job Description

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