Margin & Credit Risk Analyst
WebullAbout the role
Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.
About The Role & Team
The Margin & Credit Risk Analyst will play a critical role in preserving the firm’s capital by monitoring and managing margin exposures, conducting credit assessments, and ensuring adherence to regulatory and internal risk governance standards. Positioned in a middle-office capacity, the analyst will act as a first responder to emerging exposures, collaborate closely with senior risk officers, and partner with business units to proactively mitigate risk. A strong grasp of equity and derivatives markets, capital markets dynamics, and brokerage operations is essential.
In This Role, You Will
Margin Risk Management
- Oversee daily monitoring of client margin accounts, ensuring compliance with Regulation T, FINRA margin rules, and firm-specific parameters.
- Identify, escalate, and resolve margin deficiencies in real time; implement tailored liquidation or restriction strategies when necessary.
- Manage corporate action workflows with a focus on accurate margin recalculations and timely risk adjustments.
Credit Risk Assessment
- Conduct detailed creditworthiness reviews for clients and counterparties, analyzing portfolio composition, leverage, and market sensitivity.
- Maintain and enhance credit risk models, incorporating market stress scenarios and historical volatility data.
- Track firm and counterparty risk limits, promptly escalating breaches to senior management.
Regulatory Compliance
- Maintain deep familiarity with Regulation T, Market Access Rules, and relevant FINRA/SEC frameworks. Portfolio Margin Experience also preferred.
- Proactively interpret and apply evolving regulatory guidance to the firm’s margin and credit programs.
- Contribute to the drafting and enhancement of risk management policies, ensuring alignment with industry best practices.
Risk Analysis & Reporting
- Synthesize complex market and exposure data into actionable insights for senior leadership.
- Perform order-level and portfolio-level scenario analysis, including intraday stress testing under adverse market conditions.
- Develop concise, data-driven reports for Risk, Compliance, and Executive Committees.
Collaboration & Communication
- Serve as a risk liaison to trading, operations, compliance, and technology teams to ensure coordinated risk mitigation.
- Engage with clients and introducing brokers on margin calls, credit terms, and exposure inquiries.
The Skills You Bring
- Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative discipline.
- 1–3 years of experience in margin, credit, or market risk at a broker-dealer, clearing firm, or investment bank.
- Demonstrated proficiency in credit risk methodologies, market risk analysis, and trade lifecycle controls.
- Working knowledge of equity derivatives, global market structure, and capital markets instruments.
- Strong analytical skills
- Series SIE and Series 7 licenses required; additional FINRA licenses preferred.
What Makes You Stand Out
- Familiarity with institutional trading workflows and market infrastructure.
- Experience with Bloomberg, Refinitiv Eikon, or equivalent market analytics platforms.
- Prior exposure to counterparty risk management and collateral optimization.
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