1d ago

Lead Settlements Analyst, Options

Dallas, TX

$79k-$107k / year

full-timeleadfinance

πŸ›  Tech Stack

πŸ’Ό 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.

🎯 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.

πŸ“‹ 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.

✨ Nice to Have

  • Experience with TRACE and MSRB reporting.
  • Fixed-income settlement knowledge.
  • Leadership experience in process improvement.

🎁 Benefits & Perks

  • πŸ–οΈ Hybrid work schedule with flexible in-office collaboration.
  • πŸ’° Competitive pay and equity for eligible positions.
  • πŸ₯ Premium healthcare (HMO/PPO) and 401k with 4% match.
  • πŸ‘Ά 16-week paid parental leave after one year.
  • πŸ“š Annual L&D budget and employee mobility program.

πŸ“¨ Hiring Process

Estimated timeline: 2-4 weeks Β· AI estimate

  1. 1Recruiter ScreenΒ· 30 min
  2. 2Hiring Manager InterviewΒ· 45 min
  3. 3Technical InterviewΒ· 60 min
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