Lead Operations Analyst, Brokerage & Capital Markets

KeyBank

Lead Operations Analyst providing advanced operational support within KBCM Settlement Services. Ensuring accurate processing of securities settlements in a high-volume environment.

Posted 6/3/2026full-timeRemote • Ohio • 🇺🇸 United StatesSenior💰 $57,000 - $87,000 per yearWebsite

About the role

Key responsibilities & impact

Provide advanced operational support within KBCM Settlement Services
Ensure the accurate and timely processing of securities settlements across institutional equity and fixed income products
Serve as a subject matter expert on settlement processes, exception management, and reconciliation activities
Partner closely with Trading, Sales, Custodians, and external counterparties
Support the day‑to‑day settlement of equity and fixed income trades
Monitor settlement activity, including trade matching, allocations, and confirmation of settlement instructions
Investigate and resolve settlement breaks, fails, and discrepancies
Independently analyze complex settlement issues, identify root causes, and implement corrective actions
Maintain a strong understanding of regulatory requirements and internal policies impacting settlement operations
Identify process inefficiencies and recommend workflow, system, or control improvements
Assist with training and onboarding of new employees

Requirements

What you’ll need

Minimum 4 years of experience in brokerage, capital markets operations, or settlement processing
Strong understanding of securities settlement processes and post‑trade lifecycle
Demonstrated ability to analyze complex issues and resolve with limited supervision
Excellent written and verbal communication skills
Strong organizational skills with the ability to manage multiple priorities and deadlines
Experience supporting institutional equity and/or fixed income settlement
Series 99 license
Experience working with clearing firms (e.g., Pershing or similar environments)
Proficiency in Microsoft Office (Excel, Word, PowerPoint)

Benefits

Comp & perks

Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
Flexible options in circumstances where roles can be performed effectively in a mobile environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

securities settlement processesexception managementreconciliation activitiestrade matchingallocationssettlement instructionssettlement breakspost-trade lifecyclecapital markets operationsbrokerage

Soft Skills

analytical skillsproblem-solvingwritten communicationverbal communicationorganizational skillstime managementability to manage multiple prioritiesindependencecollaborationtraining and onboarding

Certifications

Series 99 license