Margin & Credit Risk Associate

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 Associate 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 associate 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.
• 2–5 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.
• Strong written and verbal communication skills, including executive-level presentations. 

Why Webull?

Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.

Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:

• Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
• Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
• Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
• Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
• Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
• Dynamic Office Perks: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

This role is based in our St Petersburg, Florida office, where in-person collaboration fuels growth, mentorship, and innovation.
 

EEOC Statement

Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

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