The Collateral Management Specialist helps to mitigate credit and regulatory risk to the firm by monitoring exposure levels versus collateral balances. This activity crosses several asset classes ...
The Collateral Management Specialist helps to mitigate credit and regulatory risk to the firm by monitoring exposure levels versus collateral balances. This activity crosses several asset classes ...
Collateral Management Analyst
Montreal, QC · On-site
Manage collateral disputes, including reconciliation of trade and MTM discrepancies, investigation, follow-up, and coordination of remediation plans. * Ensure all client and internal requests are ...
Collateral Management Analyst
Montreal, QC · On-site
Manage collateral disputes, including reconciliation of trade and MTM discrepancies, investigation, follow-up, and coordination of remediation plans. * Ensure all client and internal requests are ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Quick apply
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Quick apply
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Quick apply
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Quick apply
Support end-to-end trade lifecycle processes, including settlement, reconciliation, and collateral management. * Identify process gaps and recommend improvements to enhance operational efficiency ...
Strong experience in OTC collateral management and derivatives operations * Solid understanding of processes, risks, and controls related to OTC derivatives * Experience delivering transformation ...
Strong experience in OTC collateral management and derivatives operations * Solid understanding of processes, risks, and controls related to OTC derivatives * Experience delivering transformation ...
OR master's degree and 5 years of relevant experience Strong experience in OTC collateral management and derivatives operations Solid understanding of processes, risks, and controls related to OTC ...
OR master's degree and 5 years of relevant experience Strong experience in OTC collateral management and derivatives operations Solid understanding of processes, risks, and controls related to OTC ...
Strong experience in OTC collateral management and derivatives operations * Solid understanding of processes, risks, and controls related to OTC derivatives * Experience delivering transformation ...
Strong experience in OTC collateral management and derivatives operations * Solid understanding of processes, risks, and controls related to OTC derivatives * Experience delivering transformation ...
Manage all aspects of the proposal process from receipt of the RFP to delivery of the final product ... Draft and review French marketing collateral, including thought leadership, social media content ...
Manage all aspects of the proposal process from receipt of the RFP to delivery of the final product ... Draft and review French marketing collateral, including thought leadership, social media content ...
... collateral development and delivery. Owns project plans, timing and budgeting. * Drives and ... Works with Campaign Management team to consistently review program performance, using data and ...
... collateral development and delivery. Owns project plans, timing and budgeting. * Drives and ... Works with Campaign Management team to consistently review program performance, using data and ...
Ensure all physical brand touchpoints (collateral, swag, event materials) reflect the quality and ... Are highly organized and able to manage multiple workstreams without losing attention to detail
Quick apply
Ensure all physical brand touchpoints (collateral, swag, event materials) reflect the quality and ... Are highly organized and able to manage multiple workstreams without losing attention to detail
Bilingual Senior Account Executive - ESC
Montreal, QC · On-site +1
CA$94K - CA$141K/yr
June 30, 2027 We are ESC, an experienced provider that delivers solutions uniting public records data, customer authentication, corporate services, collateral management, asset recovery, and accounts ...
Bilingual Senior Account Executive - ESC
Montreal, QC · On-site +1
CA$94K - CA$141K/yr
June 30, 2027 We are ESC, an experienced provider that delivers solutions uniting public records data, customer authentication, corporate services, collateral management, asset recovery, and accounts ...
Business Analyst
Montreal, QC · On-site
Understanding of the Repo and Sec Lending markets (Front Office, Settlements and Collateral Management) * In this role, you will communicate and interact frequently with RBC partners and/or employees ...
Business Analyst
Montreal, QC · On-site
Understanding of the Repo and Sec Lending markets (Front Office, Settlements and Collateral Management) * In this role, you will communicate and interact frequently with RBC partners and/or employees ...
Supports the manager by coordinating and managing workflow and exception requests; escalates any ... Identifies and advises on terms, conditions and collateral requirements for the transaction ...
Supports the manager by coordinating and managing workflow and exception requests; escalates any ... Identifies and advises on terms, conditions and collateral requirements for the transaction ...
Sales Manager Halifax, NS
CA$75K - CA$85K/yr
... collateral supplies, such as display towers. Manage customer relationships by resolving client concerns, ensuring customers are set up in CRM System, providing price quotes, scheduling weekly visits ...
Sales Manager Halifax, NS
CA$75K - CA$85K/yr
... collateral supplies, such as display towers. Manage customer relationships by resolving client concerns, ensuring customers are set up in CRM System, providing price quotes, scheduling weekly visits ...
Collateral Manager information
What is the difference between Collateral Manager vs Credit Analyst?
| Aspect | Collateral Manager | Credit Analyst |
|---|---|---|
| Primary Role | Manages and monitors collateral assets to mitigate risk in lending | Assesses creditworthiness of borrowers and analyzes financial data |
| Required Credentials | Typically requires finance, banking, or related certifications; experience in asset management | Often requires finance, accounting, or related certifications; strong analytical skills |
| Work Environment | Financial institutions, banks, asset management firms | Banks, lending institutions, credit agencies |
| Industry Usage | Commonly used in lending, asset-backed securities, and risk management | Used in credit risk assessment, loan approval, and financial analysis |
The main difference is that Collateral Managers focus on managing collateral assets to reduce risk, while Credit Analysts evaluate the creditworthiness of borrowers. Both roles require financial expertise and are integral to lending and risk management in financial institutions.
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Other
Posted 28 days ago
Job description
WHAT WILL BE YOUR DAY-TO-DAY?Â
The Collateral Management Specialist helps to mitigate credit and regulatory risk to the firm by monitoring exposure levels versus collateral balances. This activity crosses several asset classes, including equities, rates, FX, credit, commodity, fixed income, structured and financing products. The role also requires contributing meaningfully to project coordination and project management activities-supporting system enhancements, leading workflow optimization initiatives, participating in stakeholder workshops, documenting requirements, performing user acceptance testing (UAT), and ensuring successful implementation of changethebank projects. As a domain expert, you will help drive continuous improvement, strengthen operational efficiency, and promote best practices across the collateral management lifecycle.Â
Day to day responsibilities include:
Margin Call processing:
    Instruct margin calls, interest calculation, payment/receive orders as per Collateral Documentation.
    Book collateral movements as agreed with each counterparty.
    Interact with worldwide SG departments such as FO/MO/BO, Risk, Legal, Compliance and Audit.
    Take the required action when a counterparty defaults.
    Select the best collateral based on the contract terms, the collateral optimization process, and the defined strategies.
    Raise alert in the event of unusual client activity.
    Attend client meetings to represent the collateral activity.
    Monitor KPIs.
Disputes management:
    Manage the dispute resolution process.
    Reconcile, investigate, and follow up on any trade/MTM discrepancies with clients.
    Coordinate the dispute resolution either internally or liaising with the client ensuring a remediation plan is in place.
    Ensure requests are addressed in a timely manner.
Process Improvements & Transversal Topics:
    Write Procedures (operating modes).
    Lead transversal operational initiatives impacting multiple products, regions, and support functions, ensuring consistent controls and standardized collateral practices across the organization
    Drive endtoend operational project management for system upgrades, workflow redesign, regulatory enhancements, and process automation-owning requirements gathering, testing (UAT), deployment, and postimplementation monitoring
    Serve as the operational expert representing Collateral Management in crossfunctional working groups with Technology, Risk, Finance, FO/MO, and ChangetheBank teams
    Support change management efforts by preparing documentation, training materials, and knowledge sharing sessions for global teams.
    Act as a subjectmatter expert (SME) for complex collateral topics, guiding teams on best practices, system functionalities, and contractual interpretations.
    Champion operational excellence initiatives, leveraging data analysis, KPI trends, and rootcause reviews to enhance efficiency and mitigate recurring issues
Perimeter:
    Assist and/or train collateral analysts.
    Work in a worldwide organisation.
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ABOUT THE JOB:Â
The aim of Global Banking Technology & Operations (GBTO) Canada is to deliver day-to-day services to Societe Generale investment and corporate bank units and their clients to accelerate their transformation. GBTO differentiates itself from competitors with the pace of the agile transformation delivered, spreading the technology and data culture, shortening the decision-making process, and adopting a true industrial approach, leveraging on different teams either transversal or aligned to the different sub business units.
The Operations Department ensures the operational processing and control of activity across all Global Banking Technology & Operations ("GBTO") business lines (Capital Markets, ex-Newedge & Financing). GBTO implements all necessary means to ensure the operational, administrative, and financial processing of capital markets and credit operations initiated by these business lines. In addition, GBSU ensures the control and security of transaction processing in accordance with current financial regulations while acting as the first level of control on operations and booking quality. GBSU provide all necessary support during the lifecycle of the transaction, perform Know Your Customer processing, and provide general client relationship management. GBSU also acts to steer the evolution of regulatory projects and controls our external service providers.
The Counterparty Collateral Management team works to reduce counterparty risk by negotiating and administering collateral annex provisions for all master agreements (derivatives, repo, securities lending, clearing, prime brokerage, etc.). The collateral annex defines the acceptable collateral, calculation rules for each asset type, how custodial relationships are handled, and what actions are to occur during an event of a default or other termination event. Â
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SKILLS AND QUALIFICATIONS:
Technical Skills & Competencies:
    Strong knowledge in Investment Banking & Capital Markets (Knowledge on repo, derivatives, Collateral Management, including legal documentation such as CSAs, MSFTAs, MRAs Sec Lending agreements, and clearing agreements will be an added advantage).
    Excellent analytical, problem-solving, organizational, accounting, and financial analysis skills, with the ability to maintain awareness of changing market conditions and their impact on clients.
    Proficient in interacting with clients, team members, and other SG departments in a mature and professional manner, with strong computer skills including Word, Excel, Outlook, and PowerPoint.
    Highly numerate, detail-oriented, and possessing strong analytical skills, with the ability to estimate risks or opportunities of own actions and initiatives, apply procedures and guidelines, prioritize work in a dynamic, deadline-focused environment, and seek opportunities to acquire new knowledge and skills.
    Collaborative work style, effectively interacting with partners across organizational boundaries/hierarchies, creating and sustaining a network of strong client relationships, demonstrating strong influencing, negotiating, facilitation skills, and exhibiting a team-player attitude to create synergy in a team environment.
Prior Work Experience:
    Required: 1-5 years of experience in the financial services industry
Strong Plus:Â
    Good working knowledge of VERMEG's Colline platform
Education: BS degree in Finance and/or Business
LANGUAGE:Â
Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.Â
Due to US Federal Securities law that may apply to this position, candidates who will apply for this position may be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority ("FINRA").