Operations Analyst I, Trading Operations

Overview

Connecting clients to markets – and talent to opportunity

 

With 4,500 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

 

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of four segments that offer endless potential for progression and growth.

 

Business Segment Overview:

Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies.

 

Position Purpose:

Provide support for a specific Operations team by performing work that is primarily routine in nature and specific to that team. Types of work performed may include data entry, including entering, compiling, and validating data, as well as other clerical production activities such as proof, reconciliation and posting. May assist with research and resolving basic problems and perform with a high level of attention to detail and excellent customer service. Works under the close direction of senior personnel in the respective team and expected to possess a moderate understanding of general aspects of the job.

 

Primary duties will include: 

• Maintain prompt and regular attendance
• Maintain an understanding of team expectations and company policies
• Shared responsibility for team phone and e-mail coverage
• Provide back-up coverage for various team specific tasks and responsibilities as needed
• Keep management informed on any unusual requests and potential issues
• Assist with general questions and inquiries from customers as needed
• Develop and maintain strong relationships with other departments & lines of business
• Identify potential new processes or applications that would increase both efficiencies and accuracy within the team to keep pace with the ever-changing environment
• Accomplish tasks as assigned
• Meet and occasionally exceed job expectations
• Reliable in attaining expected results, timely and efficient
• Requires moderate supervision
• This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary

To land this role you will need:

• Effective communication skills - oral and written, with an emphasis on customer service
• Strong critical thinking and analytical skills with high attention to detail
• Adaptable to change in a highly regulated industry
• Proficiency in Microsoft Office 365 applications
• Basic experience with database query building and/or SQL experience

Education / Certification Requirements: 

• Bachelor’s degree in finance or accounting and/or equivalent work experience preferred.
• Candidates graduating after August 2026 will not be considered.

Certification Requirements (nice-to-have):

• SIE, or equivalent (or ability to obtain within 2 months of employment)

This onsite role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.

 

Responsibilities

Position Purpose:

Provide support for a specific Operations team by performing work that is primarily routine in nature and specific to that team. Types of work performed may include data entry, including entering, compiling, and validating data, as well as other clerical production activities such as proof, reconciliation and posting. May assist with research and resolving basic problems and perform with a high level of attention to detail and excellent customer service. Works under the close direction of senior personnel in the respective team and expected to possess a moderate understanding of general aspects of the job.

 

Primary duties will include: 

• Maintain prompt and regular attendance
• Maintain an understanding of team expectations and company policies
• Shared responsibility for team phone and e-mail coverage
• Provide back-up coverage for various team specific tasks and responsibilities as needed
• Keep management informed on any unusual requests and potential issues
• Assist with general questions and inquiries from customers as needed
• Develop and maintain strong relationships with other departments & lines of business
• Identify potential new processes or applications that would increase both efficiencies and accuracy within the team to keep pace with the ever-changing environment
• Accomplish tasks as assigned
• Meet and occasionally exceed job expectations
• Reliable in attaining expected results, timely and efficient
• Requires moderate supervision
• This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary

Qualifications

To land this role you will need:

• Effective communication skills - oral and written, with an emphasis on customer service
• Strong critical thinking and analytical skills with high attention to detail
• Adaptable to change in a highly regulated industry
• Proficiency in Microsoft Office 365 applications
• Basic experience with database query building and/or SQL experience

Education / Certification Requirements: 

• Bachelor’s degree in finance or accounting and/or equivalent work experience preferred.
• Candidates graduating after August 2026 will not be considered.

Certification Requirements (nice-to-have):

• SIE, or equivalent (or ability to obtain within 2 months of employment)

This onsite role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.