Cash Management And Margin Associate

AB

Nashville, Tennessee, United States
Margin regulatory reporting and calculations
Daily cash flow and financing analysis
Fx wire processing inbound and outbound
This role supports the US custody of AB's Private Client business within a global framework operating across 45+ markets

Job Summary

  • This role supports the US custody of AB's Private Client business within a global framework operating across 45+ markets.
  • The position involves supervisory control over the Broadridge Business Processing Outsourcing team while managing daily operational inquiries.
  • Candidates will act as a key liaison for SOX, Internal, and External auditors on an annual basis to ensure compliance.

Matching Summary

This role supports the US custody of AB's Private Client business within a global framework operating across 45+ markets.

Skills & Requirements

Must-have

  • Margin regulatory reporting and calculations
  • Daily cash flow and financing analysis
  • FX wire processing inbound and outbound
  • OFAC anti-money laundering reviews
  • ACATS inquiry response management
  • SOX and external audit liaison

Nice-to-have

  • Strong written and oral communication skills
  • Analytical and multi-tasking capabilities
  • Service-oriented mindset
  • Experience in financial industry oversight

Key Requirements

  • Bachelor's degree required
  • Series 99 or Series 7 license (required to obtain)
  • 2-3 years financial industry experience preferred

Work Rights

Not specified

Tailored Resume

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