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Margin Services Operations Documentation Specialist at Credit Suisse in Raleigh, North Carolina

Posted in General Business 30+ days ago.

Type: Full-Time

Job Description:

We Offer
A department which values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global Conduct and Ethics Standards

Margin Services New Business & Onboarding is a risk mitigation role that exists to reduce the credit risk exposure of CS versus its clients. The department is responsible for collecting and entering data in line with agreed legal and client specific terms.

The department covers the following products: Repo / Reverse Repo; OTC derivatives and Prime Brokerage.


  • Relationship management - engagement with key client's managing the new business process and managing client and key partner expectations.
  • Collaboration - coordinate with other divisions and departments in implementing standards and processes to support effective management of counterparty exposure.
  • Management of daily controls to ensure accuracy and integrity of data
  • This is an efficient risk-focused unit which operates with an ethos of innovation, continual improvement and process development.

The successful candidate can expect to gain a broad understanding of Operations including an introduction to:
  • OTC Bilateral Margin
  • Credit Risk Management
  • Treasury
  • Cash Management
  • Sales and Trading
  • Control
  • Legal

You Offer

  • Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work. This should be further elaborated on in your application.
  • Outstanding written and verbal communication and interpersonal skills
  • Hardworking, result oriented with efficient multi-tasking and strong attention to detail
  • Committed with outstanding problem solving skills and ability to learn quickly in a fast paced environment
  • Control & client service focused