Operations Analyst Trainee | Licensing & Rotational Program

Hilltop Securities Inc.; Dallas (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

HilltopSecurities Inc. is seeking an Operations Analyst Trainee in Dallas to learn the back office while being sponsored to obtain SIE and Series 7 licenses. The position offers a rotational program to explore other areas of the business and develop broad operations knowledge.

The role emphasizes process understanding, adherence to timelines, and collaboration with teams across Operations, with opportunities for professional development and licensing support.

Qualifications

• Undergraduate degree in accounting, business, or finance.
• Strong analytical, critical thinking and quantitative skills.
• Strong verbal and written communication skills.
• Strong computer skills.
• Detail oriented with the ability to prioritize workload.
• Ability to work independently in a fast-paced environment.
• Customer focused.
• Previous participant in our intern program preferred.

Responsibilities

• Under moderate supervision, performs complex functions according to department and industry guidelines.
• Responsible for non-routine activities/transactions by drawing on multiple information sources and understanding multiple effects of a transaction.
• Must successfully obtain SIE and Series 7 within 6 months of employment
• Review and analyze work to drive to prompt resolution.
• Escalates items of risk to supervisors.
• Cross functional understanding and coverage as needed of all Operations aspects.
• Follows tight timelines and adheres to required reporting, audit, and retention guidelines.
• Participates as a team member in the creation and onboarding of broker dealer operational processes.
• Assist with special projects assigned by manager.

Skills

Analytical thinking

Quantitative skills

Verbal and written communication

Computer skills

Fast-paced environment adaptability

Independent work capability

Education

Undergraduate degree in accounting, business, finance

Job description

HilltopSecurities Inc. is seeking an Operations Analyst Trainee in Dallas to learn the back office while being sponsored to obtain SIE and Series 7 licenses. The position offers a rotational program to explore other areas of the business and develop broad operations knowledge.

The role emphasizes process understanding, adherence to timelines, and collaboration with teams across Operations, with opportunities for professional development and licensing support.