Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Backed by Lightspeed.
About the role
Webull’s Clearing Operations team is a dynamic, back-office group focused on data-driven tasks and research. As an Asset Servicing Senior Associate, you will be part of this team, focused on overseeing and managing the settlement of financial transactions, ensuring that trades are accurately processed, cleared, and settled in accordance with regulatory requirements and Webull policies.
What they're looking for
- Serve as the Subject Matter Expert (SME) for one or more functional areas, including:
- Trading and Purchase & Sales
- Stock Position and Cash Operations
- Option and OCC Operations
- Corporate Actions and Security Master
- Stock Record, Segregation, and Security Movements
More about this role
About The Role & Team
Webull’s Clearing Operations team is a dynamic, back-office group focused on data-driven tasks and research. As an Asset Servicing Senior Associate, you will be part of this team, focused on overseeing and managing the settlement of financial transactions, ensuring that trades are accurately processed, cleared, and settled in accordance with regulatory requirements and Webull policies.
In this position, you will utilize data analysis and reporting tools to clean, analyze, organize, and validate data, ensuring accuracy and operational efficiency. As a member of this team, you will help streamline critical operational processes, identify opportunities for improvement, and enhance the overall efficiency of the team.
In This Role, You Will
- Serve as the Subject Matter Expert (SME) for one or more functional areas, including:
- Trading and Purchase & Sales
- Stock Position and Cash Operations
- Option and OCC Operations
- Corporate Actions and Security Master
- Stock Record, Segregation, and Security Movements
- Account Transfers, Cost Basis, and Trade Reporting
- Develop and maintain desk procedures, controls, and operating standards while identifying...
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