Brokerage Ops Analyst

Want to help everyday Americans build wealth? Financial inequality is increasing and too many people are getting left behind. At Stash, we believe in the power of simplifying investing, making it easy and affordable for everyday Americans to build wealth and achieve their financial goals.

We're one of the fastest growing fintechs in the U.S. and have had another record-breaking year. In 2021 we almost doubled our headcount and valuation. Our personal finance app makes investing easy and affordable; this year 6 million customers set aside more than $3 billion with Stash.

Prioritizing People is one of our core values and has been key to a healthy work-life balance and a great sense of fulfillment and inclusion. We employ a true people first - hybrid model. Live and work where you feel the most productive, whether that is in your home, in an office, or a combination of both. Anywhere in the US or UK.

Let's solve complex problems and tackle wealth inequality.

As the Brokerage Operations Analyst, you will be a crucial addition to our Operations team and will be responsible for all trading and operational aspects. If you're a seasoned trader with a desire to join a startup and make a huge impact from day 1 - Stash is looking for you!

What you'll do:

• Escalate issues and outages and collaborate with leadership and technology teams to resolve
• Complete operations tasks/ workflows, including cash, position, and trading reconciliations to ensure that all operational procedures and risk controls are followed, documented, and properly maintained
• Ensuring the timely settlement of all trades and underlying client allocations, including resolving client and street side breaks
• Review and reconcile house accounts.
• Process trade bookings and cancel/rebills
• Ensure accuracy of all positions, cash and broker data on firm systems.
• Provide ongoing user account maintenance and review of new and existing account activity
• Provide support to Legal, Compliance, Product, and Engineering teams to establish, monitor and manage key risk indicators for all functions.
• Identify opportunities to improve operational processes through automation
• Participate in project work, including needs assessment, to build out and scale operational and technology platforms, including QA cycles

What we're looking for:

• 1-3 years of brokerage operations/trading experience
• Knowledge of Crypto or Equities trading & clearance. ACATS, settlement, and/or margin experience a plus
• Technology-driven with a focus on the application of operational procedures and automation
• Understanding of FINRA and SEC Regulatory framework
• FINRA Series 7 & 63 required, 57 highly preferred
• Advanced skills in MS Excel
• Beginner to intermediate skills in SQL and VBA/Macros

#LI-BS1

#LI-REMOTE

At Stash it is our mission to help everyday Americans invest and build wealth. That includes people of all races, genders, and abilities, so it is important to us to acknowledge and address the issues of inequality in financial services head on.

Diversity and inclusion are essential to living our values, promoting innovation, and building the best products. Our success is directly related to our employees and we believe that our team should reflect the diversity of the customers that we serve. As an Equal Opportunity Employer, Stash is committed to building an inclusive environment for people of all backgrounds.

If you require any reasonable accommodations to make your application process more accessible please reach out to recruiting@Stash.com.

Invest in Yourself:

• Equity & Stash Accounts [Invest, Retire, Custodial, Bank]
• Flexible PTO
• Learning & Development Fund
• Work from Home Stipends
• Parental Leave [Primary & Secondary]

Recognition:

• Comparably's Best Company for Diversity, Women, Culture, and more! (2022)
• BuiltIn's Best Places to Work (2019, 2020, 2021, 2022)
• Forbes Fintech 50 (2019, 2020, 2021)
• Best Digital Bank, Finovate Awards (2020)
• Tearsheet Challenge Awards, Best Banking Card Product - Stock-Back® Card, 2020
• LendIt Fintech Innovator of the Year (2019 & 2020)

**No recruiters, please**