WHO WE ARE
Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.
At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest.
When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.
Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex.
We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received:
Best Places to Work
2026, 2025, 2024, 2023 - Presented by BuiltIn
WealthTech of the Year
2025 - Presented by US FinTech Awards
The World’s Top 250 Fintech Companies
2024 - Presented by CNBC
ABOUT THIS ROLE
Summary Description:
The Securities Lending Analyst supports the daily operations of the firm’s securities lending desk. This role is responsible for monitoring and managing stock loan activity, including loan recalls, buy-ins, contract reconciliations and billing support. The Analyst serves as a key operational contact for internal teams, broker-dealers, and correspondent firms, ensuring timely resolution of securities lending needs while maintaining compliance with applicable regulatory and firm requirements.
Position Responsibilities:
Issues recalls to cover deficits and fails to deliver
Approves customer short sales request pursuant to regulatory requirements
Checks incoming security needs list for various brokers and lends the securities appropriately
Performs stock loan buy-ins on securities that are on loan and not returned
Borrows securities from different broker/dealers as needed to cover internal needs
Performs daily reconciliations for various stock loan accounts
Assists with the end of month billing process with broker/dealers and correspondents
Provides support to correspondents inquiring about locates, hard to borrow charges, and buy in concerns
Candidates must have the following qualifications:
Bachelor’s degree in Finance or Business Administration
SIE license or will have within 3 months of hire date
Must be detail-oriented
Displays a relentless focus on customer service and customer satisfaction
Holds self accountable for high personal and professional standards
Ability to organize and manage multiple priorities/tasks simultaneously in a fast-paced environment
Excellent interpersonal and communication skills
Excellent oral and written communication skills
Must be very analytical with the ability to develop understanding of finance and the Securities Lending business
Computer proficiency in Word, Excel, Access, and Outlook
Additional qualifications preferred but not required:
1-3 years’ experience on a securities lending desk, preferably in operations.
Working knowledge of stock record and securities clearing
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Rewards
We offer a robust package of employee perks and benefits, including healthcare benefits…