Securities Lending Analyst - Hybrid & Growth

Apex Fintech Solutions LLC

Dallas (TX)

Hybrid

USD 65,000 - 95,000

Full time

2 days ago
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Benefits offered by this job

Healthcare benefits (medical, dental,
PTO and parental leave
401k match

Job summary

Apex Fintech Solutions seeks a Securities Lending Analyst to support daily securities lending desk operations. You will monitor loan activity, manage recalls, buy-ins, and reconciliations, while serving as a primary operations contact for brokers and correspondents to ensure timely, compliant handling of lending needs.

The role emphasizes detail orientation, strong analytical ability, excellent communication, and proactive problem solving in a fast-paced environment.

Qualifications

  • Bachelor’s degree in Finance or Business Administration is required.
  • SIE license or will obtain within 3 months of hire is required.
  • Detail-oriented approach and strong analytical skills are essential.
  • Demonstrated commitment to customer service and high personal standards.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and oral communication skills; strong interpersonal abilities.
  • Proficiency with Word, Excel, Access and Outlook is expected.

Responsibilities

  • Issues recalls to cover deficits and fails to deliver.
  • Approves customer short sales requests per regulatory requirements.
  • Checks security needs lists for brokers and lends securities accordingly.
  • Performs stock loan buy-ins on securities on loan and not returned.
  • Borrows securities from broker/dealers to cover internal needs.
  • Performs daily reconciliations for stock loan accounts.
  • Supports end-of-month billing with brokers and correspondents.
  • Assists with locates, hard-to-borrow charges, and buy-in inquiries.

Skills

Attention to detail
Customer service
Accountability
Multitasking
Interpersonal skills
Communication skills
Analytical
Microsoft Office

Education

Bachelor’s degree in Finance or Business Administration
SIE license

Job description

Apex Fintech Solutions seeks a Securities Lending Analyst to support daily securities lending desk operations. You will monitor loan activity, manage recalls, buy-ins, and reconciliations, while serving as a primary operations contact for brokers and correspondents to ensure timely, compliant handling of lending needs.

The role emphasizes detail orientation, strong analytical ability, excellent communication, and proactive problem solving in a fast-paced environment.

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