Job Title: Margin Lending Analyst

Location: Salt Lake City, UT

Job Summary

The Margin Lending Analyst will support the team by delivering operational excellence across margin calculation, monitoring, and exception management. This role is critical to ensuring regulatory compliance, effective risk mitigation, and high-quality client service for advisors and clients.

The position offers early responsibility, broad exposure through cross-training, and the opportunity to contribute ideas that enhance processes and controls. The analyst will work closely with internal partners across Credit, Risk, Sales, Technology, and Operations, requiring strong analytical, communication, and interpersonal skills.

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Key Responsibilities

• Margin Call Issuance & Monitoring:

  • Perform daily margin calculations and validate margin call amounts.

  • Issue margin calls in accordance with regulatory requirements and internal policies.

• Exception Handling & Risk Management:

  • Monitor, investigate, and resolve margin exceptions, including non-call issuance and late liquidations.

  • Ensure timely escalation and risk mitigation in line with control frameworks.

• Manual Margin Support:

  • Perform manual margin calculations and overrides for high-value or complex client accounts not supported by automated systems.

• Regulatory Governance:

  • Apply margin regulations and rules, including Reg T and FINRA Rule 4210.

  • Ensure compliance with firm-wide governance and control standards.

• Client & Stakeholder Interaction:

  • Respond to incoming queries and resolve client disputes and margin-related issues.

  • Partner closely with Risk, Credit, Sales, and Technology teams to address inquiries and resolve issues efficiently.

• Reporting & Documentation:

  • Maintain accurate records of margin activity.

  • Support audits, regulatory reviews, and control documentation updates.

• Process Improvement & Projects:

  • Proactively identify opportunities to enhance team processes, controls, and efficiency.

  • Participate in and manage projects and initiatives within the team and across regions.

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Required Qualifications

• Bachelor’s degree required.

• Strong organizational and multitasking skills with the ability to manage competing priorities and deadlines.

• Solid understanding of operational products, risks, controls, and escalation processes.

• Strong analytical and problem-solving skills, with comfort handling large datasets and numerical analysis.

• Highly motivated, enthusiastic, and career-oriented with a strong team mindset.

• Demonstrated desire for continuous improvement and new challenges.

• Strong Excel skills preferred.

• Excellent communication and interpersonal skills with a strong client-service orientation.

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Preferred Qualifications

• Working knowledge of product flows and systems, including OTC derivatives and intercompany processes.

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.

“Beware of scams. S3 never asks for money during its onboarding process.”

Job Title: Port Rec & Valuations Analyst
Must be local to: Salt Lake City UT 84111
Contract Length: 6+ Months
Pay: 23 an hr on W2

Job ref# 244695

Role Overview

The Port Rec & Valuations Analyst will support Collateral Management within Margin, Valuations & Pricing Operations, a global function responsible for mitigating counterparty credit risk through the active monitoring of derivative and securities financing portfolios.

This role operates within a highly cross-functional, fast-paced financial environment, supporting a broad range of asset classes and interacting with stakeholders across risk, legal, compliance, trading, and operations teams globally.

Key Responsibilities

• Support Collateral Management operations focused on cleared derivatives and securities financing portfolios
• Build, maintain, and enhance operational workflows related to collateral management across clearing houses
• Perform and reengineer operational processes tied to:
• Collateral valuation
• Margin requirements
• Interest computation and settlement
• Client cash collateral restructuring
• Monitor and reconcile client portfolios to ensure accuracy, timeliness, and compliance with legal and regulatory requirements
• Partner closely with internal teams including:
• Credit Risk Management
• Legal and Compliance
• Sales and Trading
• Risk Management
• Other Operations functions
• Manage multiple time-sensitive deliverables while maintaining strong client service standards
• Identify process improvement opportunities to enhance efficiency, accuracy, and risk mitigation

Products & Exposure

The role provides exposure to a wide range of financial products, including but not limited to:

• Foreign Exchange
• Commodities
• Credit Products
• Equities
• Interest Rates
• Repo
• Futures
• Insurance & Pension products
• Bespoke and structured derivative arrangements

Required Skills & Qualifications

• Proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Word
• Strong analytical, problem-solving, and attention-to-detail skills
• Ability to work effectively under pressure, prioritize tasks, and meet strict deadlines
• Excellent written and verbal communication skills
• Strong interpersonal skills with a client-service mindset
• Ability to manage multiple complex issues simultaneously
• Demonstrated ability to work effectively both independently and as part of a team

Education

• Bachelor’s Degree required

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.

“Beware of scams. S3 never asks for money during its onboarding process.”
Job Title: Administrative Assistant
Location: Salt Lake City, UT 84111
Onsite Work
Contract Length: 6+ Months
Pay: 29 an hr on W2

Job ref# 244613

Job Summary

The Administrative Assistant provides high-level administrative support in a fast-paced, team-oriented environment. This role requires flexibility to support multiple teams, strong organizational skills, sound judgment, and the ability to handle highly confidential information with discretion. The ideal candidate is proactive, detail-oriented, and comfortable interacting with senior leaders and clients.

Key Responsibilities

• Provide administrative support in a collaborative team environment, with flexibility to assist various teams and provide coverage as needed
• Coordinate domestic and international travel arrangements as required
• Process a high volume of expense reports and related invoices accurately, timely, and in compliance with policies
• Arrange internal and client meetings both on and off campus, including:
• Booking conference rooms and catering through conference services
• Registering guests and ensuring meeting materials are prepared and organized
• Perform general administrative duties including invoice submissions, time entry, copying, scanning, filing, mailing, archiving, and other ad hoc projects
• Manage complex calendars across multiple time zones, prioritize meeting requests, and coordinate phone, video, and in-person meetings
• Answer incoming phone calls and take detailed, accurate messages while interacting professionally with senior business leaders and clients
• Handle highly confidential and sensitive information with the utmost discretion
• Act as an integral member of the administrative support team by maintaining awareness of current priorities and support needs
• Adhere to compliance requirements and obtain necessary approvals as required

Required Skills & Qualifications

• Demonstrated ability to exercise excellent judgment and discretion when handling confidential and sensitive information
• Strong interpersonal skills with the ability to work collaboratively within a local and global assistant team
• Ability to remain calm under pressure and effectively prioritize and manage multiple tasks in a fast-paced environment
• Excellent written and verbal communication skills with a consistently professional demeanor
• Comfortable providing remote support to executives and team members across multiple locations
• Exceptional attention to detail and strong organizational skills
• Quick learner and self-starter with strong anticipation and follow-up skills
• Proactive problem solver and independent thinker
• Highest level of integrity, professionalism, and diplomacy
• Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Zoom
• Familiarity with expense management platforms such as SAP Concur
• Positive, supportive team player with a service-oriented attitude

 

Financial Operations Analyst
Onsite 100% – Salt Lake City, UT
Contract Length: 12 months
Role Type: W2 only, no C2C, no 1099

W2 Rate               $28/hr

Required Skills:

• 1+ years of experience in financial analysis
• Interest Rates/Derivatives experience is not required – strong financial background required
• 1+ year investments/trading/derivative or interest rate knowledge required – this is the team being supported
• Strong attention to detail
• Strong written and verbal communication skills
• Ability to work in a fast-paced environment
• Strong team player and ability to work as a team
• Familiarity with OTC derivatives and confirmation process is a plus

Education: Bachelor’s Degree Required

Key responsibilities:

• In the Interest Rate Derivative Operations team, focusing on the confirmations and documentation areas.
• Involves ensuring timely and accurate confirmation of trade economics with clients and internal stakeholders.
• Will play the key part in managing operational risk and supporting internal requirements.
• Follow up with clients to obtain confirmations
• Review internal reports and monitor outstanding items to ensure timely resolution
• Partner with trading, sales, and other internal stakeholders to resolve breaks and discrepancies
• Escalate aging or high-risk exceptions

Asset Servicing Analyst
Salt Lake City, UT
$23 per hour

Our Servicing Team is seeking an experienced hire. The function involves the monitoring/capturing, validation, processing, and communication of corporate actions that affect the positions of asset management clients. The team member would be involved in communicating with various custodians, fund management groups and other Operations teams regarding corporate actions. The function will require the individual to be able to effectively multi-task and manage priorities.

RESPONSIBILITIES

Closely monitor and validate key data attributes that contributes to important investing decisions
Partner directly with key decision making individuals.
Using your problem solving skills, you will act as a central point of contact/escalation for inquiries from the GSAM business regarding corporate actions.
Leverage your attention to detail by managing daily responsibilities and inquiries, while also working on enhancing your project management skills working on key market initiatives and internal system enhancements.
Grow with a strong team and develop a deep understanding of products and complex transactions while working with our business partners.

BASIC QUALIFICATIONS

Knowledge and experience in financial services
Asset servicing knowledge is preferred, but not required
Proven track record contributing in a dynamic team environment
Pays attention to detail and can multi-task
Experience with Microsoft Office applications-specifically Excel
Knowledge of product data, reconciliation, trade management and accounting functions is preferred but not required

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.

“Beware of scams. S3 never asks for money during its onboarding process.”
Job Title: Securities Lending Analyst

Location: Salt Lake City UT 84111
Work Type: 100% Onsite
Contract Length: 6+ Months

Job ref# 244375

Responsibilities will include:

• Developing and maintaining strong relationships with all stakeholders – Business, Engineering, Operations and Credit. Actively engage, partner and drive changes, provide excellent service and support.
• Delivering transactions in agreed time-frames, as per SLA’s whilst improving quality of processing, reducing errors and inculcating the zero error culture.
• Proactively managing operational risk inherent in business.
• Ensuring all operational risk/issues are identified and mitigated appropriately and proactively.
• Ensuring adequate operational controls to manage non generic business
• Monitoring and booking recall requests on borrows from different Lenders
• Monitoring and booking returns on loans to external Counterparts
• Monitoring and booking/amending returns on open borrows based on counter-party feedback
• Monitoring and booking returns which get cancelled due to issues with Vendor systems
• Informing the trading desk daily on all borrows which have been recalled but not returned
• Query resolution and interaction with trading desk and Lenders on recall/return requests
• Agreeing to deliver/receive margin based on Stock borrow/loan settlement and mark-to-market activity
• Investigating and resolving discrepancies of positions (cash and securities) in the firm’s books and records.
• Completing and overseeing daily checklist ensuring all controls, procedures and processes relating to the assigned functions are followed
• To act as a change agent solving problems at root cause whilst also taking / making opportunities to automate flows

Basic Qualifications

• Experience within Securities Lending
• Self-driven with excellent communication and interpersonal skills
• Flexible team player and aptitude to working well under pressure to meet deadlines
• Strong analytical skills with ability to understand technical workflows in detail
• Previous project management experience or ability to identify and drive forward process improvement
• Good organizational skills and ability to prioritize workload

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

Job Title: Equities Franchise Analyst
Location , Salt Lake City, UT  **On-Site
Duration 6 months
Pay Rate: 23.00
Role Type: W2 Contract Engagement-No C2C

BUSINESS UNIT OVERVIEW

 

The Confirmation Execution Group has a primary responsibility of managing our counterparty risk by executing Electronic and ISDA (International Swaps and Derivatives Association, Inc.) confirmations with Broker Dealers and our Institutional Clients (Hedge Funds, Pension Funds, Mutual Funds, and Reinsurance Groups). The team is responsible for managing risk in a high stakes environment, primarily focusing on Equities and Foreign Exchange products. As a member of the Confirmations Execution Group, you will have a high level of client interaction and involvement with other internal ops teams and Sales and Trading. You will be required to be enthusiastic, dynamic, flexible, client service orientated and focused on control, accuracy and maximizing efficiency.

 

Initially a new member to the team will concentrate on learning the systems, developing processes and controls, and understanding various products and trade events. Once fully integrated, team members could participate in Projects, Enhancements, and Industry Initiatives from time to time.

 

JOB SUMMARY AND RESPONSIBILITIES

 

• To mitigate Economic Affirmation risk in Equities, ensuring trade details are affirmed within department guidelines.
• Mitigate the risk of any key economic differences between both Bank and Client’s bookings.
• Ensures discrepancy resolution for any disputes raised by the clients on our confirmations in a timely manner.
• Review and resolve discrepancies raised by clients on our confirmations.
• Review of incoming counterparty documents and works with the counterparties to agree the confirmation templates to be executed.
• Highlighting all discrepancies raised by clients promptly and working with Trading and Sales to ensure the trade has been accurately booked.
• Follow up with clients on execution of Legal confirmation and electronic matching of trades
• Ensure risk is mitigated for trades categorized as critical and high priority.
• Escalate outstanding trades in Critical category risk to senior management

BASIC QUALIFICATIONS

• Understanding of risk and controls required to support derivative transactions
• Contributes to the effectiveness of the team by working closely with colleagues by sharing information, skills, and responsibilities
• Excellent attention to detail and accuracy
• Effective problem solver
• Takes actions to ensure that controls are in place and procedures are followed
• Strong Microsoft Excel skills
• Skilled at gathering and analyzing quantitative data to guide decision-making
• Demonstrates strong leadership skills, ability to gather stakeholder support for initiatives across teams and see them through to execution

 Primary Responsibilities 

• Set strategy and direction for tech and workflow initiatives that will improve execution process and mitigate risk efficiently.
• Assist with reporting and presentations that articulate the overall compliance metrics, story, and strategy
• Work directly with the line teams to identify non-compliant themes and patterns and improve execution timelines
• Work closely with Ops Senior Management, Sec Div Compliance, and Sales PMDs in the Securities Division to develop and execute on firmwide compliance strategy
• Set strategy and direction for the team that will improve compliance rates
• Work directly with the line team to ensure risk is mitigated via Affirm and Confirmation process for EQD derivative trade confirmations
• Demonstrate technical judgment and accuracy by ensuring the team understands the economics of the trade and verify the accuracy in the firm’s booking systems
• Mitigate risk through maintaining accuracy and procedural conformity
• Assist in the resolution of any exceptions that may arise in a timely manner
• Proactively partner with internal groups (sales, trading, compliance) to execute EQD confirmationsBachelor’s Degree required

 

 

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

Job Title: Reporting and Communications Analyst

Location:  Salt Lake City, UT  ***On-Site

Duration: 6+ Months
Role Type: W2 Contract Engagement

Pay Rate: $23/HR

 YOUR IMPACT

Our Client Communications team is seeking a professional looking to collaborate with global partners to help support workflows and mitigate risks associated with sending discretionary and regulatory documentation to our clients while providing the best possible experience.

 

OUR IMPACT

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm’s assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that make business flow.

The Client Communications team is a global team that has an integral role in designing the delivery of strategic solutions that improve client experience. The team partners with PWM Management and other stakeholders regularly to develop new solutions to digitize and enhance the PWM internal and external client platform. Additionally, the team is responsible for coordination, oversight, and delivery of PWM client communications through infrastructure the team helps design. The team also partners with other teams in Operations, Technology, Legal, and Compliance to ensure accurate and timely delivery of communications that comply with industry and government rules and regulations.

 

RESPONSIBILITIES:

  Partner with PWM Sales teams to provide digital signing capabilities for high-net-worth clients

  Work cooperatively and professionally to provide excellent service to our clients and internal stakeholders

  Ensure the accurate distribution of sensitive materials electronically

  Monitor your workflow for potential risk and escalate issues appropriately

  Maintain an awareness of and act in accordance with team goals and Firm policies

 

 BASIC QUALIFICATIONS

• Strong communication and interpersonal skills to work proactively with all levels including Sales and Clients
• Ability to multi-task and prioritize accordingly • Advanced knowledge in MS Office (Excel/Word/PowerPoint)
• Ability to work effectively in a team environment
• Ability to work independently and as a self-starter, as appropriate
• Strong control focus and attention to detail
• Ability to quickly learn complex concepts and communicate them clearly and concisely

 

 

Client Services Operations Analyst

Salt Lake City UT

Duration: 6 months

Pay rate: $23/hour

You will be the link between the client, advisors, and internal teams to ensure compliant, accurate, and efficient onboarding of new clients.

BASIC QUALIFICATIONS

• Bachelor’s degree in Finance, Math, Economics, Statistics or similar
• 1+ years financial industry experience (AML, Compliance or other Client On-boarding Regulatory experience) or banking operations experience (account set up, regulatory compliance,  client onboarding, etc)
• Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
• Exceptional organization skills
• Good judgment and strong problem resolution skills
• Ability to multi-task and prioritize accordingly
• Experience managing client expectations
• Excellent communication and presentation skills