Clearance & Settlement Equities Analyst
The Clearance & Settlement Equities Analyst supports operational processes for equity and fixed income securities clearance and settlement at Confidential Client, ensuring efficient trade capture, comparison, netting, and end-of-day processing. The role involves supporting business resiliency, continuity efforts, and managing cyber security and liquidity risks within a collaborative, transparent team environment. This entry-level position offers professional growth opportunities within a hybrid work model.
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, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Clearance & Settlement Equities Analyst — Overview
Confidential Client is seeking an entry-level Clearance & Settlement Equities Analyst to join their Equity Clearance and Settlement Operations team in Pebble Creek, FL. This role supports trade capture, comparison, netting and end-of-day settlement processes across broker-to-broker equity and listed corporate and municipal bond trading. Strong attention to detail, teamwork, and a willingness to learn financial market operations are essential.
What You’ll Do
- Support daily clearance and settlement workflows including trade capture, comparison, and netting.
- Assist with end-of-day processing that completes transfers of securities ownership and cash.
- Help maintain business resiliency and continuity efforts and contribute to incident response (e.g., cyber events, default/liquidity management).
- Collaborate with cross-functional teams to streamline operational processes and support client service activities.
- Participate in training, process documentation, and continuous improvement initiatives.
Qualifications
- Entry-level — internship experience is highly preferred.
- Bachelor’s degree required.
- Strong attention to detail and commitment to accuracy.
- Comfortable working in a high-volume, deadline-driven operations environment.
- Effective communicator who collaborates well across teams.
Talents & Behavioral Expectations
- Fosters a culture of honesty and transparency.
- Proactively seeks learning opportunities and keeps knowledge current.
- Works collaboratively within and across teams.
- Communicates openly and resolves disagreements with minimal disruption to the team.
Pay & Benefits
- Estimated pay: $137,424 per year (estimated). Actual salary will be determined based on role specifics, location, experience, and other factors.
- Competitive total compensation, including potential annual incentive.
- Comprehensive health and life insurance and well-being benefits (location-based).
- Pension / retirement benefits.
- Paid Time Off and family/medical leave options.
- Flexible/hybrid work model: typically 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and one additional team-specific day).
Work Location & Type
- Location: Pebble Creek, FL (onsite-hybrid).
- Employment type: Full time (contractor classification may apply per engagement details).
Why Apply via Careertakes
- Careertakes is a third-party recruiting platform that can connect you to Confidential Client for this role and to other matched opportunities.
- If selected, you will be employed directly by Confidential Client.
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.
Negotiate a higher salary! Check the salary ranges for this job type in your area.
View My Salary Range