Margin Analyst

Career Opportunities at

Penson Financial Services, Inc.

 

Penson Financial Services, Inc. is one of the largest correspondent clearing firms in the securities industry where people come first. We have built our reputation by providing extraordinary customer service and cutting edge Internet technology to the broker dealer community. Our corporate office is located in downtown Dallas. Due to dynamic growth, we are seeking talented individuals to fill open positions at our firm. 

 

 

We currently have an opening for a Margin Analyst

 Summary Description:

 

The Margin Analyst will gain a basic knowledge of margin functions and regulations. They will be trained on specific job tasks and expected to perform in a timely manner.

 Position Responsibilities:

 Process Internal Transfers and External DisbursementsQuickly and accurately calculate equity, excess and validity of margin callsAble to interpret reports for margin riskDemonstrates a basic understanding of equities and bondsDemonstrates understanding of FINRA rules/regulations, such as Regulation T

 Candidates must have the following qualifications:

 High school diploma or equivalentStrong customer orientationExcellent interpersonal and communication skillsMust be detail-orientedDemonstrated ability to handle administrative details and routine day-to-day issues independently, assuming responsibility without direct supervisionComputer proficiency in Word, Excel and Outlook



Additional qualifications preferred but not required:

 Bachelor’s degree in Business or Finance is preferred

Please apply to job ID 573 at http://www.penson.com/careers.php.

 

Please, No Agencies.