Title- CW Analyst
Location- Salt Lake City, UT, 84111
Duration- 6 months
Position Summary:
The Fees and Commissions team manages income, fee and interest charges for the client and house businesses.
The team impacts the success of millions of trades a day and uses data-based decision making to influence strategic business decisions.
Adapting to changing client and business needs and accurate management of charges is critical to the profitability of our organization.
Team responsibilities include rate maintenance, charge validations, reconciliations, adjustments, payments, cost allocations, system developments, regulatory updates, strategic projects, and business query support.
The team uses data analytics and tools such as Alteryx, Tableau and SQL to make data-driven decisions and suggestions.
Key Responsibilities:
Enhance and improve processes and functions by developing a deeper understanding of the function and becoming a technical expert
Collaborate with technology and business partners as well as external contacts to improve strategic process workflows
Provide timely client or business query support
Identify control weaknesses and recommend robust solutions
Monitor futures/listed derivative fees, commission or interest related functions for clients and house businesses
Maintain accurate commission, interest and fee rates for clients in all firm systems
Ensure accurate collection and payment for millions of trades a day
Monitor and approve functions across the trade lifecycle including validations, configurations, adjustments, reconciliations, invoices, and payments
Align team expectations and oversee gaps across all phases of the trade and billing lifecycle
Act as a technical expert to enhance processes and recommend solutions with internal and external partners
Assess client, business and regulatory needs and identify required changes
Plan and execute projects to increase profitability and meet compliance guidance
Develop readiness plans and change management strategies for new functionality upgrades
Partner with Business Intelligence teams to develop risk mitigation capabilities using quantitative and qualitative data
Define project scope, resources, objectives, milestones, and measure outcomes
Identify project bottlenecks and propose feasible solutions
Collect, interpret, and condense large datasets into actionable insights for senior stakeholders
Translate project business requirements for technical and non-technical stakeholders
Skills and Experience:
Self-motivated, proactive team player with strong ownership, accountability, and organizational skills
Ability to manage competing priorities effectively
Proactive and enthusiastic with high attention to detail
Highly collaborative, flexible, and team-focused
Strong problem-solving, critical thinking, and judgment skills
Excellent client service and communication skills for complex topics
Proficiency with MS Office, especially Excel, and ability to learn new systems quickly
Experience with data ingestion, transformation, harmonization, processing, modeling, and access
Financial and risk management experience, including compliance risk such as data management and charge accuracy
SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact
Human Resources at nahr@spectraforce.com if you require reasonable accommodation.
