via LinkedIn
$60K - 80K a year
Manage daily margin and collateral operations including validating calls, communicating with counterparties, processing margin requirements, and resolving disputes.
Requires minimum 2 years collateral management experience, hands-on knowledge of AcadiaSoft systems, understanding of margin agreements, and a bachelor's degree in business-related field.
Position Overview We are seeking an experienced Collateral Management Consultant to support daily margin and collateral operations. The ideal candidate will have a strong understanding of collateral processes, counterparty communication, and industry-standard systems. This role requires a detail-oriented professional with the ability to work in a fast-paced environment and manage multiple priorities. Key Responsibilities • Review and validate system-generated collateral calls for accuracy prior to issuing margin calls. • Communicate directly with counterparties to ensure proper collateral exchange. • Process posting and margin requirements across multiple triparty and third-party custody platforms; monitor settlement activity. • Prepare and submit release authorizations to third-party custodians. • Investigate, document, and escalate collateral disputes or discrepancies as needed. • Reconcile month-end collateral margin interest with counterparties. • Perform reconciliations between custodians, counterparties, and internal records. • Assist with additional tasks and projects as assigned. Required Experience • Minimum 2 years of experience in Collateral Management. • Hands-on experience with AcadiaSoft Margin Manager and Agreement Manager. • Knowledge of MSFTA, MRA, and CSA margin exchange processes. • Familiarity with ’40 Act margining requirements. Education • Bachelor’s degree (four-year degree), preferably in a business-related field such as Finance or Economics.
This job posting was last updated on 11/27/2025