The Balance Sheet & Margin Analyst will support the Asset Liability Management (ALM) function through detailed financial analysis, balance sheet forecasting, and net interest margin (NIM) evaluation.
The Balance Sheet & Margin Analyst will support the Asset Liability Management (ALM) function through detailed financial analysis, balance sheet forecasting, and net interest margin (NIM) evaluation.
Dallas, TX Position Summary The Risk & Margin Analyst plays a critical role in protecting the clearing firm from market, credit, operational, and liquidity risks. This role is responsible for ...
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Dallas, TX Position Summary The Risk & Margin Analyst plays a critical role in protecting the clearing firm from market, credit, operational, and liquidity risks. This role is responsible for ...
Dallas, TX Position Summary The Risk & Margin Analyst plays a critical role in protecting the clearing firm from market, credit, operational, and liquidity risks. This role is responsible for ...
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Dallas, TX Position Summary The Risk & Margin Analyst plays a critical role in protecting the clearing firm from market, credit, operational, and liquidity risks. This role is responsible for ...
Dallas, TX Position Summary The Risk & Margin Analyst plays a critical role in protecting the clearing firm from market, credit, operational, and liquidity risks. This role is responsible for ...
Quick apply
Dallas, TX Position Summary The Risk & Margin Analyst plays a critical role in protecting the clearing firm from market, credit, operational, and liquidity risks. This role is responsible for ...
Sr. Financial Analyst, Margin Planning & Attainment
Dearborn, MI · On-site
$78K - $98K/yr
Title: Sr. Financial Analyst - Margin Planning and Attainment Department: Finance Reports to: Manager, Finance - Margin Planning and Attainment Location: Dearborn Job Classification: Hybrid FLSA ...
Sr. Financial Analyst, Margin Planning & Attainment
Dearborn, MI · On-site
$78K - $98K/yr
Title: Sr. Financial Analyst - Margin Planning and Attainment Department: Finance Reports to: Manager, Finance - Margin Planning and Attainment Location: Dearborn Job Classification: Hybrid FLSA ...
This is a high-visibility role partnering closely with FP&A leadership, Market Access, Margin Optimization, Pharmacy Procurement, IT/Data teams, and executive leadership. The Finance Manager will ...
This is a high-visibility role partnering closely with FP&A leadership, Market Access, Margin Optimization, Pharmacy Procurement, IT/Data teams, and executive leadership. The Finance Manager will ...
Pharmacy Margin & Unit Econ Manager
$160K - $191K/yr
Overview The Finance Manager of Pharmacy Margin & Unit Economics will lead margin analytics across the infusion pharmacy business, with primary ownership of drug-level, payer-level, channel-level ...
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Pharmacy Margin & Unit Econ Manager
$160K - $191K/yr
Overview The Finance Manager of Pharmacy Margin & Unit Economics will lead margin analytics across the infusion pharmacy business, with primary ownership of drug-level, payer-level, channel-level ...
Pharmacy Margin & Unit Econ Manager
Louisville, KY · On-site
$130K/yr
This is a high-visibility role partnering closely with FP&A leadership, Market Access, Margin Optimization, Pharmacy Procurement, IT/Data teams, and executive leadership. The Finance Manager will ...
Pharmacy Margin & Unit Econ Manager
Louisville, KY · On-site
$130K/yr
This is a high-visibility role partnering closely with FP&A leadership, Market Access, Margin Optimization, Pharmacy Procurement, IT/Data teams, and executive leadership. The Finance Manager will ...
Amerita The Finance Manager of Pharmacy Margin & Unit Economics will lead margin analytics across the infusion pharmacy business, with primary ownership of drug-level, payer-level, channel-level ...
Amerita The Finance Manager of Pharmacy Margin & Unit Economics will lead margin analytics across the infusion pharmacy business, with primary ownership of drug-level, payer-level, channel-level ...
This is a high-visibility role partnering closely with FP&A leadership, Market Access, Margin Optimization, Pharmacy Procurement, IT/Data teams, and executive leadership. The Finance Manager will ...
Quick apply
This is a high-visibility role partnering closely with FP&A leadership, Market Access, Margin Optimization, Pharmacy Procurement, IT/Data teams, and executive leadership. The Finance Manager will ...
Junior Margin/Risk Analyst
New York, NY · On-site +1
$75K - $125K/yr
Junior Margin/Risk Analyst Experience: 3-5 Years Location: [New York / Remote] Reporting To: Chief Risk Officer Overview: We are seeking a Junior Margin/Risk Analyst to join our team and play a key ...
Junior Margin/Risk Analyst
New York, NY · On-site +1
$75K - $125K/yr
Junior Margin/Risk Analyst Experience: 3-5 Years Location: [New York / Remote] Reporting To: Chief Risk Officer Overview: We are seeking a Junior Margin/Risk Analyst to join our team and play a key ...
Securities & Derivatives Intermediate Associate Analyst Hyrbid
Jersey City, NJ · On-site
$78K - $109K/yr
As a Margin Analyst, you will play a crucial role in monitoring and managing margin exceptions that arise during daily client trading activities. Additionally, you will provide exceptional customer ...
Securities & Derivatives Intermediate Associate Analyst Hyrbid
Jersey City, NJ · On-site
$78K - $109K/yr
As a Margin Analyst, you will play a crucial role in monitoring and managing margin exceptions that arise during daily client trading activities. Additionally, you will provide exceptional customer ...
Senior Financial Analyst Deferred Margin
Abbott, TX · On-site
$74K - $93K/yr
The Opportunity We have an immediate opportunity for a Senior Financial Analyst Deferred Margin in our Lake County, Abbott Park, IL location. As the Senior Financial Analyst, your primary ...
Senior Financial Analyst Deferred Margin
Abbott, TX · On-site
$74K - $93K/yr
The Opportunity We have an immediate opportunity for a Senior Financial Analyst Deferred Margin in our Lake County, Abbott Park, IL location. As the Senior Financial Analyst, your primary ...
Senior Financial Analyst Deferred Margin
Abbott, TX · On-site
$74K - $93K/yr
The Opportunity We have an immediate opportunity for a Senior Financial Analyst Deferred Margin in our Lake County, Abbott Park, IL location. As the Senior Financial Analyst, your primary ...
Senior Financial Analyst Deferred Margin
Abbott, TX · On-site
$74K - $93K/yr
The Opportunity We have an immediate opportunity for a Senior Financial Analyst Deferred Margin in our Lake County, Abbott Park, IL location. As the Senior Financial Analyst, your primary ...
Sr. Sales Margin & Inventory Analyst
New York, NY · On-site
$100K - $115K/yr
The Senior Sales Margin & Inventory Analyst is responsible for analyzing sales performance, gross margin trends, and inventory efficiency to support commercial decision-making and profitability ...
Sr. Sales Margin & Inventory Analyst
New York, NY · On-site
$100K - $115K/yr
The Senior Sales Margin & Inventory Analyst is responsible for analyzing sales performance, gross margin trends, and inventory efficiency to support commercial decision-making and profitability ...
Senior Analyst Margin Improvement
Franklin, TN · Hybrid
$84K - $105K/yr
We are currently looking for a Senior Analyst Margin Improvement to join our team in Franklin, TN. A Day in the Life: * Serve as a working leader for all aspects of cost reduction and margin ...
Senior Analyst Margin Improvement
Franklin, TN · Hybrid
$84K - $105K/yr
We are currently looking for a Senior Analyst Margin Improvement to join our team in Franklin, TN. A Day in the Life: * Serve as a working leader for all aspects of cost reduction and margin ...
Pricing Analyst
Brenham, TX · On-site
Provide pricing for products based upon standard profit margin ranges, obtaining approval from the ... Analyze product-level profitability based on actual production and sales data. * Support Finance ...
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Pricing Analyst
Brenham, TX · On-site
Provide pricing for products based upon standard profit margin ranges, obtaining approval from the ... Analyze product-level profitability based on actual production and sales data. * Support Finance ...
Senior Analyst Margin Improvement
Franklin, TN · On-site
$84K - $105K/yr
We are currently looking for a Senior Analyst Margin Improvement to join our team in Franklin, TN. A Day in the Life: * Serve as a working leader for all aspects of cost reduction and margin ...
Senior Analyst Margin Improvement
Franklin, TN · On-site
$84K - $105K/yr
We are currently looking for a Senior Analyst Margin Improvement to join our team in Franklin, TN. A Day in the Life: * Serve as a working leader for all aspects of cost reduction and margin ...
Pricing Analyst
Brenham, TX · On-site
Provide pricing for products based upon standard profit margin ranges, obtaining approval from the ... Analyze product-level profitability based on actual production and sales data. * Support Finance ...
Quick apply
Pricing Analyst
Brenham, TX · On-site
Provide pricing for products based upon standard profit margin ranges, obtaining approval from the ... Analyze product-level profitability based on actual production and sales data. * Support Finance ...
Financial Analyst
Redlands, CA · On-site
$70K - $75K/yr
Pricing and Margin Analysis: * Build pricing models for new and existing B2B and retail deals. * Evaluate SKU-level and customer-level margins. * Support Sales with price quotes, cost builds, and ...
Financial Analyst
Redlands, CA · On-site
$70K - $75K/yr
Pricing and Margin Analysis: * Build pricing models for new and existing B2B and retail deals. * Evaluate SKU-level and customer-level margins. * Support Sales with price quotes, cost builds, and ...
Margin Analyst information
See salary details
$51.5K - $53.8K
7% of jobs
$53.8K - $56K
8% of jobs
$58.3K is the 25th percentile. Wages below this are outliers.
$56K - $58.3K
10% of jobs
$58.3K - $60.6K
10% of jobs
$60.6K - $62.9K
8% of jobs
The median wage is $64.3K / yr.
$62.9K - $65.1K
10% of jobs
$65.1K - $67.4K
8% of jobs
$67.4K - $69.7K
10% of jobs
$70.4K is the 75th percentile. Wages above this are outliers.
$69.7K - $72K
10% of jobs
$72K - $74.2K
8% of jobs
$74.2K - $76.5K
10% of jobs
$51.5K
$65.1K
$76.5K
How much do margin analyst jobs pay per year?
What are the key skills and qualifications needed to thrive in the Margin Analyst position, and why are they important?
To thrive as a Margin Analyst, you need strong analytical skills, proficiency in financial modeling, and a solid understanding of accounting and market risk principles, typically with a degree in finance, economics, or a related field. Experience with tools such as Microsoft Excel, financial databases, and risk management software (like SAP or Oracle) is highly valued, and certifications such as CFA or FRM can be advantageous. Attention to detail, effective communication, and problem-solving abilities help set you apart in fast-paced, collaborative environments. These competencies are vital for ensuring accurate margin calculations, minimizing financial risk, and supporting key decision-making within an organization.
What is a Margin Analyst job?
A Margin Analyst is responsible for monitoring and analyzing a company's profit margins to ensure financial efficiency and profitability. They evaluate pricing structures, cost components, and market trends to optimize revenue and minimize risks. Their duties often include preparing financial reports, identifying margin improvement opportunities, and collaborating with sales and finance teams. Strong analytical skills and an understanding of financial principles are essential for success in this role.
What are the typical daily responsibilities of a Margin Analyst?
A Margin Analyst's day usually involves reviewing and analyzing client and product margins, preparing regular reports for management, and monitoring transactions for compliance with internal and external financial policies. You can expect to collaborate closely with trading, sales, accounting, and risk management teams to assess margin requirements and resolve discrepancies. The role often requires investigating margin calls, conducting variance analysis, and recommending process improvements to optimize profitability and minimize risk. Strong organizational skills are essential, as you’ll juggle multiple priorities in a deadline-driven environment. This position offers hands-on experience with advanced financial systems and exposure to different departments, which can support broader career growth in finance.
Full-time
Posted 10 days ago
Job description
SUMMARY: The Balance Sheet & Margin Analyst will support the Asset Liability Management (ALM) function through detailed financial analysis, balance sheet forecasting, and net interest margin (NIM) evaluation. This role is responsible for bridging forecasting processes across systems, enhancing analytical rigor, and delivering actionable insights to optimize balance sheet performance. This position reports directly to the Balance Sheet Asset Liability Manager and plays a key role in refining the bank's ALM framework through data-driven analysis and cross-functional collaboration, as well as lending support to the forecasting and planning process.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Supports dynamic balance sheet forecasting and net interest margin (NIM) analysis.
- Serves as a bridge between forecasting platforms (e.g., Axiom) and internal ALM systems (Moody's ZMDesk) to ensure consistency and data integrity.
- Conducts deep-dive analysis across major balance sheet portfolios.
- Partners with Finance, Treasury, and Risk teams to align forecasting methodologies and outputs.
- Develops reporting and presentations for senior management, translating complex analytics into clear insights.
- Continuously identifies opportunities to enhance ALM and forecasting processes, models, and reporting capabilities.
- Owns and execute back testing routines to validate model assumptions and improve forecasting accuracy.
- Leads internal deposit studies, including trend analysis, decay modeling, and behavioral assumptions.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
Bachelor's Degree in finance or related field of study required Master's Degree in Finance (MSF) or MBA equivalent strongly required.
EXPERIENCE
- Minimum 4 - 5 years of experience in Financial Planning & Analysis (FP&A) or related field required.
KNOWLEDGE, SKILLS AND ABILITIES
- Strong analytical and quantitative skill set with a focus on financial modeling required.
- Proficiency in Microsoft Office Suite; Strong Excel skills required.
- General understanding of banking products and balance sheet dynamics; exposure to banking asset liability management functions is a plus.
- Strong communication and presentation skills.
- Ability to translate complex data into actionable business insights.
- High attention to detail and intellectual curiosity.
- Proven ability to work cross-functionally and manage multiple priorities.
- Proactive, ownership-driven mindset.
ADDITIONAL INFORMATION
- Candidates residing in locations within BankUnited's footprint may be given preference.
About BankUnited
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Miami Lakes, FL, US
Year founded
2009