Altruist

Senior Settlements Analyst

Dallas, TX · Senior

Sponsorship not specified$79k-$107kDetected 26 days ago

CommunicationCollaborationMentoring

About the role

If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
We embrace, and encourage healthy debate and diverse perspectives.
We approach conflict openly, honestly, and respectfully.

Provide clearing back office support to investment advisors and their clients
Support escalations to resolution and provide feedback to management and product partners for continuous improvement
Processes trade comparisons and corrections using the FIS/Phase 3 system. You will also perform comparison of fixed income trades in FICC CMU and the reporting of fixed income transactions in FINRA TRANCE and MSRB RTRS Web.
Support Depository Trust and Clearing Corporation (DTCC) Settlement functions and related processes such as Buy-Ins, Obligation Warehouse, and RECAPS.
Maintain excellent client service skills
Ability to build a team. Strong coaching skills

3+ years of experience working within back office operations, specifically in trade clearance and settlements for a self clearing broker dealer

Back Office System Knowledge
Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
One month work from anywhere policy (with the exception of a few countries).
Attracting and retaining top-tier talent is a priority.
We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay.
Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles.
Don't meet every single requirement?

This listing is sourced directly from Altruist's careers page and normalized into a canonical job model.