Clearance & Settlement Analyst
The Clearance & Settlement Analyst at Confidential Client supports operational processes related to equity and fixed income trade clearance and settlement, ensuring accurate and timely transfer of securities and cash. The role involves managing risk controls, business continuity efforts, and client service while collaborating across teams to enhance operational efficiency and mitigate risks in a dynamic financial market environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, the financial services / post-trade market infrastructure industry.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
- Execute operational clearance and settlement processes using documented procedures and job aides; learn and master core workflows.
- Own assigned workload and ensure deliverables meet procedures, metrics and critical timeframes.
- Perform trade capture, comparison, netting and settlement activities for equity and fixed-income instruments as required by the team.
- Monitor daily exception queues and investigate discrepancies to resolution or appropriately escalate.
- Apply risk and control practices in day-to-day tasks to identify, report and mitigate operational risks.
- Respond to internal and external client inquiries promptly and accurately; build strong working relationships with stakeholders to resolve issues and improve processes.
- Support business resiliency, continuity planning, and incident-response activities (including cyber-event preparedness).
- Participate in process improvement initiatives and share feedback to strengthen operational controls.
Qualifications
- Bachelor’s degree required.
- Entry-level role; internship or relevant operational experience is highly preferred.
- Comfortable working in a structured, rule-driven operational environment with emphasis on accuracy and timeliness.
Talents & Skills for Success
- Strong attention to detail and commitment to quality and accuracy.
- Good communicator; able to collaborate across teams and escalate issues clearly.
- Able to manage competing priorities and meet critical deadlines.
- Willingness to learn, accept feedback, and apply new knowledge quickly.
- Adheres to established procedures and control frameworks.
Work Model, Location & Compensation
- Location: Tampa, FL (onsite/hybrid)
- Work model: Confidential Client supports a flexible/hybrid model (typically 3 days onsite and 2 days remote; team-specific schedules may vary).
- Employment type: Contract — Full time.
- Estimated pay (from source): $118,041 per year — estimated. Actual compensation will be determined by the client based on role, experience, and location.
- Benefits (may vary by location and client policies): comprehensive health and life insurance options, retirement/pension benefits, paid time off and personal/family leave, and other well-being programs.
About the Team / Organization
The role sits within Global Business Operations and supports post-trade operations across depository and clearing services. Teams manage trade capture, comparison, netting and settlement workflows across multiple product lines and are responsible for operational resilience, default/liquidity management support, and continuous improvement of post-trade processing. You’ll be joining a mission-driven operations team serving critical market infrastructure functions.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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