Portfolio Management Product Support
We are seeking a highly detail-oriented and proactive Portfolio Management Product Support to join our Corporate team. In this role, you will support day-to-day margin processes across multiple regions (APAC, EU, US), collaborating closely with internal teams such as Market Risk, Credit Risk, and Client Services. The ideal candidate will bring a strong analytical background, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities :
- Conduct daily margin checkouts across APAC, EU, and US regions.
- Collaborate with Market Risk, Credit Risk and Business teams to ensure margin requirements are accurate and escalate discrepancies as needed.
- Monitor and support data entry and analysis within the firm's margin system (Advent Syncova).
- Act as a primary contact for Prime Services, Market Risk, Credit Risk, and other internal stakeholders.
- Execute overrides provided by Risk Management in the Syncova Margin System for both Synthetic and Cash Prime Brokerage accounts.
- Engage with Client Service Representatives and clients to support margin-related inquiries and requests.
- Provide ad-hoc reporting and data output as requested by various internal teams.
- Assist in the onboarding process for new clients, including system testing and support.
- Escalate and prioritize issues to the appropriate teams to ensure timely resolution.
Qualifications & Skills :
Extremely detail-oriented with strong analytical capabilities.Solid experience with SQL; able to code business logic using stored procedures, functions, and triggers.Proven ability to manage multiple requests and tasks within a collaborative team environment.Excellent follow-up and organizational skills.Strong sense of urgency and ability to act decisively.Exceptional knowledge retention and the ability to learn quickly in a dynamic setting.Preferred Experience :
Previous experience in a Prime Brokerage, Margin Operations, or Risk Management support role.Familiarity with Advent Syncova or similar margin systems.Primary Location Full Time Salary Range of $100 - $120,000.