Options Clearing Specialist

Reporting to the Senior Manager, Options Clearing, you'll own the daily execution of reconciliations, settlements, and expirations across our options book. This work protects client assets directly, so accuracy isn't optional—you're the person who catches a break in the data before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.

What you'll do:

• Own daily reconciliation, settlement, and expiration processing across the options book, catching and resolving breaks before they reach clients
• Act as the team's subject matter expert on OCC and CDCC clearing (including SOLA), covering exercises, assignments, and institutional options transfers
• Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk
• Use data—pivot tables, lookups, and SQL—to find the cause of inefficiencies and fix them
• Build and improve the tools and workflows that let the team scale as options volume grows
• Develop processes to increase the efficiency of our back-office operations

Skills you bring:

• 2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer
• Comfortable with large data sets—you can take a few thousand rows of position data, find the breaks, and explain what caused them
• Working knowledge of SQL, or ready to learn it fast—you'll be querying data daily
• Available to support early and late hours on a rotating basis around market events and settlement cycles
• A clear communicator who can work easily with trading, product, and operations teams

Nice to have:

• Progress toward or completion of CSC, DFOL, or similar industry courses
• Familiarity with CDS or DTCC settlement
• Familiarity with Claude AI or Claude Code

Who you are:

• Naturally curious—when something looks off, you want to know why
• Someone who builds trust with the people around you by being reliable and clear
• Organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines
• Willing to escalate early when something needs it, rather than sitting on it
• Genuinely interested in how markets and technology intersect