1d ago
Lead Settlements Analyst, Options
Dallas, TX
$79k-$107k / year
full-timeleadfinance
π Tech Stack
πΌ About This Role
You'll mentor a team of Settlement Analysts and lead the launch of options settlement for a self-clearing broker-dealer, partnering with Product and Engineering to automate processes. This role ensures seamless trading, settlement, and reporting while driving operational excellence.
π― What You'll Do
- Lead daily options settlement operations and fail control functions.
- Oversee seg deficit management and segmentation reporting.
- Mentor a team of Settlement Analysts on day-to-day operations.
- Collaborate with internal and external stakeholders to resolve settlement issues.
π Requirements
- 6+ years in brokerage operations with options settlement expertise.
- Self-clearing broker-dealer experience in trade clearance and settlements.
- Series 7, 24, and 53 securities licenses.
- Proficiency with DTC, NSCC, Obligation Warehouse, SMART Track.
β¨ Nice to Have
- Experience with TRACE and MSRB reporting.
- Fixed-income settlement knowledge.
- Leadership experience in process improvement.
π Benefits & Perks
- ποΈ Hybrid work schedule with flexible in-office collaboration.
- π° Competitive pay and equity for eligible positions.
- π₯ Premium healthcare (HMO/PPO) and 401k with 4% match.
- πΆ 16-week paid parental leave after one year.
- π Annual L&D budget and employee mobility program.
π¨ Hiring Process
Estimated timeline: 2-4 weeks Β· AI estimate
- 1Recruiter ScreenΒ· 30 min
- 2Hiring Manager InterviewΒ· 45 min
- 3Technical InterviewΒ· 60 min
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