Millions in the U.S. continue to be underserved or ignored by traditional financial institutions. At Stash, an investing app for more than 2 million active subscribers, we are addressing that reality by giving everyday Americans the confidence to take charge of their money and financial future. Our plans—starting at just $3 a month—provide easy and affordable access to a suite of products including investing, banking, education, and advice. Stashers are 18% more financially literate than the average American, and customers rely on Stash’s unique tools, guardrails, and content to learn about money and build wealth for the long-term.
In 2022, we made tremendous steps forward in the Stash customer experience, through the launches of Stash Core, a new banking account experience featuring access to an upgraded Stock-Back® Debit Mastercard®, enhanced customer support, and refreshed benefits, including increased rewards; and expanded access to cryptocurrency through a separate crypto account offering.
Our Talented Team
We are proud to attract phenomenal individuals who share our commitment to unlocking financial opportunity for a new generation of investors. Their unique perspectives, backgrounds, and experiences have helped create a thriving and inclusive culture based on the notion of “Prioritizing People,” a Stash core value.
Let’s solve complex problems and tackle wealth inequality.
As the Brokerage Operations Analyst, you will be a crucial addition to our Operations team and will be responsible for all trading and operational aspects. If you’re a seasoned trader with a desire to join a startup and make a huge impact from day 1 -- Stash is looking for you!
What you’ll do:
- Escalate issues and outages and collaborate with leadership and technology teams to resolve
- Complete operations tasks/ workflows, including cash, position, and trading reconciliations to ensure that all operational procedures and risk controls are followed, documented, and properly maintained
- Ensuring the timely settlement of all trades and underlying client allocations, including resolving client and street side breaks
- Review and reconcile house accounts.
- Process trade bookings and cancel/rebills
- Ensure accuracy of all positions, cash and broker data on firm systems.
- Provide ongoing user account maintenance and review of new and existing account activity
- Provide support to Legal, Compliance, Product, and Engineering teams to establish, monitor and manage key risk indicators for all functions.
- Identify opportunities to improve operational processes through automation
- Participate in project work, including needs assessment, to build out and scale operational and technology platforms, including QA cycles
What we’re looking for:
- 1-3 years of brokerage operations/trading experience
- Knowledge of Crypto or Equities trading & clearance. ACATS, settlement, and/or margin experience a plus
- Technology-driven with a focus on the application of operational procedures and automation
- Understanding of FINRA and SEC Regulatory framework
- FINRA Series 7 & 63 required, 57 highly preferred
- Advanced skills in MS Excel
- Beginner to intermediate skills in SQL and VBA/Macros
#LI-BS1
#LI-REMOTE
At Stash it is our mission to help everyday Americans invest and build wealth. That includes people of all races, genders, and abilities, so it is important to us to acknowledge and address the issues of inequality in financial services head on.
Diversity and inclusion are essential to living our values, promoting innovation, and building the best products. Our success is directly related to our employees and we believe that our team should reflect the diversity of the customers that we serve. As an Equal Opportunity Employer, Stash is committed to building an inclusive environment for people of all backgrounds.
If you require any reasonable accommodations to make your application process more accessible please reach out to [email protected].
Helping You Invest in Yourself
- Comprehensive total rewards package, comprising compensation (base salary, equity, and depending on level, an annual bonus) and health care benefits
- Complimentary subscription to Stash+ account
- Remote-first work policy – Live and work where you feel the most productive, whether that is in your home, in an office (including our NYC and London offices), or a combination of both. Anywhere in the US or UK.
- Equity & Stash Accounts [Invest, Retire, Custodial, Bank]
- Flexible PTO
- Annual education reimbursement benefit Learning & Development Fund
- Work from home equipment stipends
- Paid Parental Leave ([offerings for birth giving and non-birth giving parents) Primary & Secondary]
- Enhanced wellness benefits through Gympass, Headspace, Ginger, and Maven Health
- Stash Gives donation and volunteerism program through Millie, with an annual company match
External Recognition for Stash
- Comparably’s Best Company Awards: Best Places to Work, Best Company Outlook, and Best Engineering Team for Diversity, Women, Culture, and more! (2023)
- Fintech Breakthrough Award: Best Personal Finance App (2023)
- BuiltIn’s Best Places to Work (2019, 2020, 2021, 2022)
- Forbes Fintech 50 (2019, 2020, 2021)
- Best Digital Bank, Finovate Awards (2020)
- Tearsheet Challenge Awards, Best Banking Card Product - Stock-Back® Card, 2020
- LendIt Fintech Innovator of the Year (2019 & 2020)
Salary Range: $48k - $72k
The base salary range represents the reasonably anticipated low and high end of the salary range for this position. Actual salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.
**No recruiters, please**