Analyst, Middle Office Prime Analyst

Cantor Fitzgerald • La Jolla, CA

2d

About The Position

The Analyst, Middle Office Prime Analyst will play a crucial role in our Prime Services team, reporting to the Head of Asset Services. You will be responsible for delivering high-level operational support to clients and collaborating with various domestic legal entities affiliated with Cantor Fitzgerald. This role offers an exciting opportunity to work across different areas of prime operations, including trade handling, margin management, and client account queries.

Requirements

• Bachelor's Degree in Finance, Accounting, Economics, or a related field is required.
• Excellent client service skills, with a proven track record of delivering exceptional support.
• Strong problem-solving abilities, with a focus on financial markets and operations.
• Effective communication skills, both verbal and written, to interact with clients and internal teams.
• Ability to work under pressure in a fast-paced, client-centric environment.
• Teamwork and collaboration skills, with a desire to contribute to a positive team dynamic.
• Basic understanding of accounting principles and financial concepts.

Nice To Haves

• Interest or experience in financial services or brokerage back-office operations is an asset.
• Knowledge of prime brokerage operations, dividends, and corporate actions is desirable.
• A continuous learning mindset, with a willingness to stay updated on industry trends and best practices.

Responsibilities

• Act as the main point of contact for client and administrator operational queries, ensuring timely and accurate responses.
• Ensure margin requirements are compliant with regulatory standards and accurately maintained.
• Assist with portfolio margin amendments, working closely with clients and internal teams.
• Handle trade processing for equity and fixed-income products, including trade capture, broker mapping, and resolving connectivity issues.
• Manage client trade and cash activity, ensuring efficient settlements and generating comprehensive reports.
• Complete all daily processes and controls, maintaining a high level of operational efficiency.
• Initiate and drive projects to reduce manual processes, enhancing operational effectiveness.
• Help maintain a robust risk management culture, identifying and escalating potential risks promptly.
• Collaborate with the business on ad-hoc projects and requests, providing operational support and expertise.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level