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fintech data analysis compliance cash management broker-dealer📋 Description
- Manage daily cash and security transfers for investment products.
- Monitor daily customer cash balances for anomalies.
- Gather data points from vendors to support daily ops tasks.
- Collaborate with Ops, Finance, Compliance, and Risk for funds reporting.
- Improve internal control documentation for clarity and compliance.
- Identify and resolve discrepancies with Investment Operations and drive process improvements.
🎯 Requirements
- 0 to 1+ year in financial services, FinTech, or regulated ops.
- Education in Finance, Accounting, Business, or related field.
- Strong analytical skills and meticulous attention to detail.
- Ability to learn Broker-Dealer compliance like WORM.
- Proactive issue identification and solution suggestions.
- Excellent collaboration and cross-functional communication.
🎁 Benefits
- Stock options
- Comprehensive benefits package
- Flexible work location, hours, and PTO
- 401(k) matching
- Monthly Acorns account contributions for your family
- Mindfulness and Financial Wellness resources
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