Financial Analyst-- BARDC5785677

About

The role sits within the High Net Worth (HNW) Collateral Monitoring Operations team, focused on managing and mitigating risk related to securities-based lending products. The position involves monitoring collateral, ensuring compliance with credit policies and regulations, and coordinating with internal teams to maintain accurate reporting and controls.

Key Responsibilities:

• Review and approve collateral releases and dividend payments
• Monitor loan positions and verify data against underwriting records
• Address over-limit situations by coordinating with financial advisors and branches
• Support audits by providing required documentation and data
• Identify and mitigate regulatory and operational risks
• Handle escalations from internal stakeholders
• Collaborate with cross-functional teams and IT to improve processes

Key Requirements:

• Bachelor’s degree (finance/business/economics preferred) or relevant experience
• Background in banking/finance; securities-based lending experience is a plus
• Strong analytical, problem-solving, and organizational skills
• Proficiency in MS Office (Excel, Word, Outlook)
• Ability to multitask in a fast-paced, high-pressure environment
• Excellent communication and attention to detail