Professional - Client Operations I Analyst I

Apex Systems; Pittsburgh (Allegheny County); On-site; USD 65,000 - 85,000; Full time

Job summary

Apex Systems is seeking a Lead Analyst for Markets Client Onboarding / Securities Finance to support onboarding of securities lending clients on Global One and integration with custody platforms. You will manage client accounts, attributes, and credit exposure while coordinating with Trading, Core Operations, Transition Management, Sales, Technology, and Legal.

The role requires 3-5+ years in securities or financial services, with strong onboarding and operations experience to ensure timely

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 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

Education

Bachelor’s degree or the equivalent combination of education and experience

Job description

Client Operations Analyst

Job#: 3045358

Job Description

Lead Analyst, Markets Client Onboarding / Securities Finance

The Markets Securities Finance Onboarding team is responsible for opening and maintaining our clients securities lending accounts. The work we do directly impacts how our clients transact through proprietary sec lending products and programs. The team partners closely with internal stakeholders including Trading, Core Operations, Transition Management, Sales, Technology, and Legal.

The successful candidate will:

• 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

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

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing R in Talent Satisfaction in the United States and Great Place to Work R in the United Kingdom and Mexico.

• medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.


• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.


• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.


• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.


• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.


• You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060