Junior Client Onboarding & Securities Finance Analyst

Apex Systems; Pittsburgh (Allegheny County); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

Other insurance plans

Employee Stock Purchase Program (ESPP)

401K program with company match after

Health Savings Account (HSA) on the HD

On-demand training program

Certification prep access

Job summary

Everforth Apex Systems is seeking a Lead Analyst, Markets Client Onboarding / Securities Finance to join the team in providing premier onboarding and maintenance of client securities lending accounts. You will interface with Trading, Core Operations, Transition Management, Sales, Technology, and Legal to ensure seamless client experience.

The role requires 3-5+ years in securities or financial services, with a strong emphasis on client onboarding and operations.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 3-5+ years of total work experience preferred.
• Experience in securities, financial services, or client-facing or project management roles preferred.
• Client onboarding, financial services, and operations experience preferred.

Responsibilities

• Work with the business to onboard and create new securities finance client accounts on the Sec Lending platform Global One and link to the clients custody platform
• Manage and maintain client account attributes to enable day-to-day client transaction requirements, including but not limited to, enabling and restricting securities and collateral, increasing and decreasing credit exposure limits and buffers
• Manage daily and weekly reconciliation, control and exception reports, ensuring all controls are processed timely and any exceptions addressed with urgency
• Assist in implementing control practices to minimize manual error and oversight
• Ensure that client and internal stakeholder requests are responded to in a timely fashion and in a thorough manner
• Assist in the offboarding of clients and termination client contracts

Skills

Client onboarding

Project management

Securities knowledge

Financial services experience

Education

Bachelor's degree or equivalent

Job description

Everforth Apex Systems is seeking a Lead Analyst, Markets Client Onboarding / Securities Finance to join the team in providing premier onboarding and maintenance of client securities lending accounts. You will interface with Trading, Core Operations, Transition Management, Sales, Technology, and Legal to ensure seamless client experience.

The role requires 3-5+ years in securities or financial services, with a strong emphasis on client onboarding and operations.