Job Summary & Responsibilities

Prime Services provides securities financing, securities lending, futures and OTC swap clearing along with other services (securities clearance and settlement, asset servicing reporting and technology, risk management tools) to the firm's hedge fund, institutional and broker dealer clients across multiple asset classes (equity, options, credit, FX, futures, OTC clearing and synthetics). Client Service Representatives (CSR’s) serve as the primary point of contact for CFOs, COOs, accounting and operations professionals at these clients to actively monitor leverage, risk, performance, etc., CSR’s also consult with their clients on new reporting and technology applications to enhance portfolio management, investment advisory, and operational efficiency. CSR’s liaise and leverage all of the functional areas of the firm to deliver the resources and solutions that meet our client's needs.

Job Function: 

• Relationship management including regular client visits 
• Cross selling of other firm products
• Strong client service orientation
• Liaise with legal, compliance, operations and trading teams on client issues
• Understand client reporting needs 
• Train clients on new technology & reporting 
• Provide margin oversight for clients 
• Ensure start-up process for new accounts goes smoothly 
• Understand listed equity and fixed income products 
• Understand futures and cleared derivatives as well as equity OTC derivatives

Basic Qualifications:

• Bachelor’s Degree 
• Minimum 1-3 years relevant experience (i.e. prime brokerage, futures, clearing, controllers, operations)
• Strong interpersonal and presentation skills
• Team Player
• Experience with Listed Options, Futures or Electronic Trading 

Preferred Qualifications: 

• Ability to interface with internal and external operations groups 
• Attention to detail 
• Results oriented 
• Ability to react quickly to meet intra-day deadlines 
• Focus on Risk Management 
• Strong ability to multi-task and self-starter