Job Details: Margin Analyst
| Job Title: | Margin Analyst |
| Company: | USAA |
| Position Type: | Permanent |
| Pay Rate: | Competitive |
| Skills: | Margin Analyst |
| Date Posted: | May-08-08 |
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As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission -- to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 22,000 employees. They are the heart and soul of our member-service culture.
Recently Ranked #1 by Business Week in Customer Service, we are recognized for the superior service we provide to our members, and the exemplary work environment we provide for our employees. Everything that happens at USAA is based on our core values: Service, Loyalty, Honesty, and Integrity. These are the foundations of how we do business with our members, as well as how we treat each other.
USAA is currently seeking a talented Margin Analyst for our San Antonio, TX location.
As a Margin Analyst for USAA, you will be responsible for the monitoring of margin and cash trading accounts to protect the firm from risk exposure and ensure compliance with our regulatory agencies and the firm credit policy. You will analyze and reconcile margin and cash trading accounts, and enforce trading restrictions in accordance with Reg T and FINRA. You will enforce our firm credit policy by analyzing accounts and reports. You will monitor accounts for potential fraud. This is the first analyst position in the Investment Operations career path.
Job duties:
- Review and analyze margin and cash accounts.
- Issue and resolve margin calls.
- Answer customer questions concerning margin calculations, requirements and reconciling accounts.
- Monitoring of day-trading accounts.
- Reviewing and calculating margin requirements for margin option trading.
- Monitoring of margin accounts to ensure adherence to our margin policy.
Qualified candidates need to possess:
- Three-plus years' margin experience and/or brokerage operations experience.
- Associate's degree or equivalent work experience.
- Strong knowledge of spreadsheets, data retrieval, and word processing software.
- Strong working knowledge of Reg T and FINRA margin and cash trading regulations.
- Knowledge and ability to calculate margin requirements for all security types.
- Knowledge of working with day-trading accounts and option trading.
Preferred experience includes:
- College degree.
- NASD Series 7 or 63 licenses preferred.
- Higher level of qualifications may warrant higher level of position.
At USAA our employees enjoy one of the best benefits packages in the business, including business casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.
USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.
Relocation assistance is available for this position.
Qualified applicants must successfully complete a pre-employment background and drug screen.
If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=515600-1421-967
| Location: [rss] | US-TX-San Antonio |
| Telecommute: | No (Onsite Position) |
| Contact Name: | Human Resources |
| Contact Phone: | |
| Contact Email: | |
| URL: | http://track.jobviper.com/ViewJob.asp?id=515600-1421-967 |
Principals only. Recruiters, please do not contact this job poster.
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