Stock Loan Associate

Cantor Fitzgerald Securities, a leader in financial and real estate services since 1945, is seeking a talented Stock Loan Operations Analyst for its Jacksonville, FL office. The analyst will play a critical role in trade support, settlement, and reconciliation for our Stock Loan, Matchbook, and RevCon desks, collaborating closely with trading partners and internal teams to maintain operational excellence.

Responsibilities

• Provide trade support functions, including booking and settling trades for Stock Loan, Matchbook, and RevCon desks.
• Process daily mark-to-market activities with non-DTC participating clients.
• Handle callback/returns processing, allocation, booking, and outgoing returns.
• Manage DTC RAD approvals.
• Collaborate with counterparties for month-end billing and reconciliation.
• Perform contract comparison tasks.
• Ensure start-of-day and end-of-day account balancing.
• Offer ad-hoc assistance to various trading desks as needed.
• Maintain accurate records and documentation for all transactions.
• Support implementation of new technologies and process improvements.

Qualifications

• Minimum 2–3 years of stock loan operations experience.
• In-depth knowledge of DTC and Loanet systems (mandatory).
• Familiarity with FIS/Phase3 platforms (preferred).
• Series 7 or Series 99 certification.
• Bachelor’s degree in finance, business, or related field.
• Strong Excel proficiency and analytical skills.
• Excellent communication and reconciliation abilities.
• High attention to detail and ability to work independently.
• Collaborative team player mindset.
• Willingness to learn and adapt to new technologies and processes.