Overview: As a Securities Operations Analyst, you’ll be at the center of our securities processing engine – providing analytical, operational and/or project support to the Free Movement team. You’ll assist the team with a high volume of securities transactions and related account activities, recon reports, research and more. The work is not client‑facing, but your precision, speed, and collaboration directly impact client outcomes and our brand. Analysts see variety week to week, with heavier reconciliation and problem‑solving than the Associate level position. What You’ll Do: Execute securities transactions at scale : Processing of various transactions for movement This includes but is not limited to pending transactions for equities, fixed income, asset backed securities, mortgage backed securities, physical securities, corporate and municipal bonds. Own reconciliation and controls : Perform routine and judgment‑based reconciliation, research, and data quality checks to resolve discrepancies and maintain accuracy of accounts. Document & improve workflows : Draft/edit desk‑level procedures, keep SOPs current, and contribute to control enhancements that reduce error risk. Support audits & certifications : Gather documentation for departmental audits; help facilitate user certifications and access reviews. Partner across desks and teams : Coordinate with internal business partners to troubleshoot issues and meet tight timelines. Enable change & testing : Participate in planning, testing, and implementing new projects, systems, products, and regulatory changes that impact Trust Operations. Deliver internal customer service : Accurately execute changes submitted by Relationship Managers with a premium on precision, speed, and clear communication. Uphold risk & regulatory standards : Follow company policies, risk appetite, and internal control standards; escalate risk‑related issues promptly. Tools you’ll use : Excel, Outlook, Word, SharePoint (heavy usage for tracking, documentation, timing). Strengthen the team : Participate in cross training other team members What Makes You a Great Fit: You enjoy balancing accounts, calculating, and working with a lot of numbers. You’re detail‑oriented, organized, and calm under time pressure. You bring a strong sense of ownership, accuracy, and urgency. You’re collaborative, responsive, and comfortable working from shared mailboxes and structured workflows. You’re curious and willing to learn securities operations and settlement mechanics.
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Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees