Treasury Operations Specialist - NAM Shift

• Margin Call Management: Review and agree to PB, Futures, and Netted margin calls. Resolve any issues or discrepancies that may arise during processing.
• Position Monitoring: Identify large positions driving margin requirements and collaborate with relevant internal/external teams to resolve any associated issues.
• Process Automation: Develop and implement automated operational workflows. Partner with developers to build and deliver tools that reduce manual overhead and risk.
• Daily Reconciliation: Understand the margin behavior of each broker/relationship and perform daily reconciliation of Assets Under Management (AUM).
• Compliance: Ensure adherence to all relevant policies and procedures in the processing of margin calls.

• Educational Background: Undergraduate Degree or higher is preferred.
• Professional Experience: P revious experience in margin and/or operations teams.

• Thorough understanding of PB structure and margin methodology.
• Knowledge of uncleared margin rules and processes.
• Familiarity with Equities, Swaps, and Futures.
• Strong Excel proficiency.
• Understanding of large datasets and their interrelations.
• SQL knowledge is a plus.

Skills and Competencies:

• Strong attention to detail with the ability to work accurately and efficiently under pressure.
• A proactive mindset focused on improving processes to drive efficiency and reduce risk.
• Excellent organizational and communication skills.
• Ability to work independently as well as part of a team.
• Strong numerical and analytical skills.