Brokerage Analyst Job Description

Brokerage Analyst Job Description

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Brokerage analyst provides an environment where colleagues can challenge existing processes and identity new ways of working that would be advantageous to the organization.

Brokerage Analyst Duties & Responsibilities

To write an effective brokerage analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included brokerage analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Sourcing stock borrow inventory
Manage metrics and efficiencies around the cost of the book, optimize accordingly
Manage the Foreign Exchange, recall and over borrow risk for the overall book
Manage corporate action and dividend exposure across inventory
Identify trading opportunities and execute trading strategy
Work with Strats team to increase efficiency and create alternative sources of inventory
Extensive communication with clients, Product Data Quality, Technology, representatives within Prime Brokerage area
Work closely with various lines of business in conjunction with clearing firm to facilitate trade corrections
Work with business partners, Sr
Utilize a combination of systematic controls policy and procedures to sustain and enhance the brokerage risk program

Brokerage Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Brokerage Analyst

List any licenses or certifications required by the position: FIATA, IATA, ITIL, BA, PM, CPH, CSC

Education for Brokerage Analyst

Typically a job would require a certain level of education.

Employers hiring for the brokerage analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Real Estate, Business, Accounting, Economics, Associates, Education, Computer Science, Technology, Engineering

Skills for Brokerage Analyst

Desired skills for brokerage analyst include:

MS Office Tools
Along with a background in reconciliations and break resolution
Appropriate software – Adobe Creative Cloud
Books and records
Commercial real estate analysis
Common design patterns
EGAINS
ERECS and GPS would be advantageous
Equity swaps / synthetic prime brokerage will be advantageous
Member firm operations

Desired experience for brokerage analyst includes:

Ability to solve problems in a timely and appropriate manner
Working closely with Equity Finance Traders, Product Development and the Local and Global technology teams to define, design and implement the system
Ability to quickly grasp requirements and convert into a technical product implementation, ensuring functional and non functional requirements are met
Training of the users as various markets in APAC and EMEA are rolled out
Take Ownership in the work and be quality and detail conscious
Effectively become the local GRIPS expert from a technology perspective

Brokerage Analyst Examples

1

Brokerage Analyst Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of brokerage analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for brokerage analyst
  • To liaise with the front office to clarify any discrepancies found and resolve payments related queries
  • To maintain correspondences with various institutional operations teams to ensure smooth processing and settlement of payments on a daily basis
  • Creation of outgoing invoices for CAD give-up and US CTMA options transactions
  • Partnering with clients to understand business and service needs
  • Tracking, allocating and processing of 3rd party payables and receivables related to Futures clearing and execution
  • Relationship management including regular client visits
  • Understand client reporting needs
  • Provide margin oversight for clients
  • Compiling monthly metrics
  • Initiate Incoming & Outgoing Account Transfers
Qualifications for brokerage analyst
  • Strong working knowledge and practical experience with probability and statistics/ econometrics experience with portfolio performance and/or risk analysis
  • Strong overall business acumen (preferably operational experience) preferred
  • A strong discipline in assessing risk and implementing adequate controls preferred
  • Ability to gather, analyze and interpret risk and control related data
  • Ability to make timely and sound judgments
  • Build sound business relationships across the enterprise to enable a strong understanding and close alignment with business needs, direction, and risk appetite preferred
2

Brokerage Analyst Job Description

Job Description Example
Our growing company is hiring for a brokerage analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for brokerage analyst
  • Assisting with all aspects of property underwriting, valuation and marketing
  • Writing and preparing detailed confidential information memorandums, other marketing material, presentations and advisory documents
  • Creating financial models using Argus Software and Excel and performing other financial analysis to assist in the valuation of properties across all major asset classes
  • Reading and summarizing property leases and other legal documents including financing documents
  • Reviewing third party reports including appraisal, building condition and environmental reports
  • Collecting real estate market information and maintaining research databases
  • Staying current with new listings and sales transactions across Canada
  • Communicating effectively with clients, internal stakeholders, legal counsel, and other parties involved in the property sales process, regarding property valuation and due diligence issues
  • Provides input into process operational or process integration, such as
  • The Analyst is an individual team contributor with no supervisory responsibilities
Qualifications for brokerage analyst
  • 6-7 minimum years of relative experience, better if on Derivatives, OTC, FX, etc
  • Minimum of one year experience in a related financial services role
  • Team player, keen attention to detail and the ability to accomplish assignments on an independent and timely basis
  • Computer literate and familiar with most packages including Excel
  • Prior experience or interest in finance
  • Interest in and understanding of prime brokerage business
3

Brokerage Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of brokerage analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for brokerage analyst
  • 4-year college graduate with a major or concentration in finance, real estate or a desire to work in the commercial real estate industry
  • Translate business strategies and objectives into business requirements
  • Identify, verify and document functional requirements using requirements management methodology and tools
  • Analyze, design/redesign, and document as is and to be business processes
  • Conduct/facilitate final acceptance tests for solutions with the user community including development of UAT test scenarios and test scripts
  • Develop, deliver, and evaluate training materials
  • Lead quarterly office/industrial market statistics process, including, verification and final approval and analysis
  • Track, maintain, and disseminate detailed data for critical indicators including lease and sales comparable, development pipelines, large blocks, stacking plans and active tenants in the market
  • Create, prepare and distribute high level marketing pieces and presentations, including graphic design and mapping
  • Manage the statistics and analysis for the regional industrial markets
Qualifications for brokerage analyst
  • Prior experience with equity synthetics products
  • Strong ability to multi-task and a self-starter
  • 2-4 years experience in finance area, particularly a plus to have knowledge of the Prime Brokerage & Secured Funding products
  • Product Control or Project Management experience a plus
  • Strong interest in global financial markets, securities & derivative instruments
  • Previous experience in Prime Brokerage or at a Financial Institution is helpful
4

Brokerage Analyst Job Description

Job Description Example
Our company is hiring for a brokerage analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for brokerage analyst
  • Track and analyze underlying economic, demographic, financial and regulatory trends that could impact industrial property investment
  • Assist in the production of and perform specific market research offering memoranda, proposals and presentations utilizing internal and external resources
  • Assist team with business development
  • Support strategic planning activities by providing financial analysis, financial reporting, strategy development, tactical implementation and special projects as assigned in order to support the decision making by clients and brokerage team
  • Perform qualitative and quantitative financial analyses including development of pro forma financials on a pre-tax, after-tax, net present value cash flow and book bases
  • Weekly update and tracking of existing transactions
  • Perform complex financial analyses with minimal supervision, including cash flow projections, valuation models, sensitivity analyses
  • Prepare lease abstracts and critical date reports
  • Create and maintain accurate building specification sheets for team’s portfolio
  • Prepare detailed financial analysis, including NPV cash flows and portfolio opportunity mining, occasionally performing complex financial analyses (e.g., headquarters, master plans, ) with supervision
Qualifications for brokerage analyst
  • Strong Excel skiils
  • Math/Finance degree with statistical and/or financial modeling helpful
  • Daily review and reporting of movements in the business’s balance sheet
  • 2-3 years’ related legal experience at a reputable law firm, hedge fund, asset management firm, investment bank or regulator
  • Solid work ethics and high levels of motivation and pro-activity
  • 3-4 years of relevant Experience in financial markets in a numerate and technical role (ideally risk or trading)
5

Brokerage Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of brokerage analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for brokerage analyst
  • Evaluate client building alternatives and lease options via qualitative and quantitative analysis
  • Create and maintain lease comparable and sales comparable databases for Austin and San Antonio office and industrial markets
  • Help team respond to all internal and external client requests for data and information on the Austin and San Antonio region after approval from Managing Director
  • Research buildings in Austin area as required and help team update and maintain stacking plans
  • Assist in production of the local quarterly report and statistics
  • Assist team with financial and mapping/GIS requests when needed
  • Attend, participate in and present market information and quarterly updates at meetings
  • Identify new market trends and provide analysis to brokerage team
  • May be required to perform other administrative duties as assigned
  • Review daily user status reports and introduce the use of data to help leaders in the either Service or Operations teams to make quantitative decisions and drive process efficiency
Qualifications for brokerage analyst
  • Excellent product skills across multiple asset classes – Derivatives (listed futures and options) knowledge is a priority
  • Ability to prioritize, multi-task and remain calm under pressure
  • Strong IT skills an advantage
  • Business acumen - driven to challenge the norms and to explore business expansion opportunities
  • Take the lead Business Analyst role on the project for FX Prime Brokerage
  • Interact with the users to gather business requirements

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