Operations Specialist, Cash Management

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🔥 12 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

⚙️ Operations

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PEAK6

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💳 Fintech

📚 Education

Fintech • Investment • Education

PEAK6 is an innovative investment firm headquartered in Austin, Texas, with a global presence that includes a diverse portfolio of businesses. The company operates outside traditional investment practices, focusing on capturing unique opportunities and leveraging technology to enhance performance. PEAK6 encompasses various entities, including capital management, fintech solutions, and education initiatives, aiming to simplify processes, democratize financial access, and empower consumers. With over 25 years in the industry, PEAK6 strategically invests in transformative ideas, ensuring flexibility in the dynamic financial landscape.

📋 Description

• Process domestic and international wire transfers, ACH transactions, check disbursements, and journal entries in accordance with Apex policy and within required processing windows. • Review and validate Letters of Authorization s (LOAs) for journals and disbursements under the guidance of senior team members. • Identify transaction exceptions and escalate to management as appropriate. • Partner with the business (e.g., AML, Legal, and Risk teams) to resolve payment exceptions within required timeframes. • Follow Apex Cash Management SOPs and disbursement policy consistently across all transactions. • Perform self-review of own work prior to submission; participate in team quality review processes as directed. • Assist with the daily completion of supervisory checklist items, ensuring all required tasks, approvals, and signoffs are documented accurately and on time. • Respond to routine and ad hoc requests from clients and internal teams in a timely and professional manner.

🎯 Requirements

• Bachelor's degree in Finance, Business Administration, Economics, or a related field; or equivalent professional experience. • Minimum 1 year of experience in financial services operations; experience in cash management, wire processing, or disbursements preferred. • Demonstrated ability to process routine cash movement transaction types accurately under supervision. • Obtain a passing score on the Securities Industry Essentials® (SIE®) Exam within your first 90 days. • Comfortable working U.S. hours (night shift) in a remote environment. • Experience at a broker-dealer, clearing firm, or custodian preferred. • Familiarity with Apex Clearing systems or equivalent back-office platforms preferred. • Proficiency in Excel and operational reporting tools preferred.

🏖️ Benefits

• healthcare benefits (medical, dental and vision, EAP) • competitive PTO • 401k match • parental leave • HSA contribution match • paid subscription to the Calm app • generous external learning and tuition reimbursement benefits