At IntraFi, we prosper by working hard in an open and creative environment. Our employees enjoy the flexibility of a hybrid work environment (flexible telework/remote schedule) along with robust benefits and career growth opportunities. Our efforts to create and maintain a culture that values our people have led us to be designated among the top fintech companies to work for by American Banker. IntraFi has also been recognized as one of the best places to work by the Washington Post’s Top Workplaces and the Washington Business Journal’s Best Places to Work. Our company is also recognized among Fortune’s lists of Best Workplaces—Small & Medium Businesses and Best Workplaces in Financial Services and Insurance.
Headquartered in Arlington, Virginia, IntraFi – the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits – provides dynamic, all-weather balance sheet and liquidity management solutions to help financial institutions grow franchise value. The company, chosen by thousands of banks since its founding over two decades ago, has assembled the largest bank network of its kind. Its solutions help institutions to acquire high-value, local relationships; purchase funding; and reduce collateralization costs.
Your Role
You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.
Your Responsibilities
- Working with a collaborative team to onboard new banks and custodial agents. Working within a Salesforce based workflow process to manage and support various operational based tasks.
- Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions
- Modeling and building data queries. Involvement in cross-functional Data Lake based projects.
- Analyzing and preparing data to present to our clients. Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation.
- Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner
Required Experience, Skills, and Qualifications
- High competency in Excel, Access, SQL and PowerPoint
- Ability to achieve results by managing expectations of both internal and external customers (and outside vendors), communicating in a timely fashion, and utilizing effective procedures and plans in place.
- Ability to work independently yet integrate personal results in a team environment.
- Able to produce accurate work product.
- Ability to analyze and write business requirement documents to improve or expand the functionality of a technology business platform.
- Strong analytical and critical thinking skills.
- Strong oral and written communication skills.
- Financial Services or banking industry experience, preferably in a back-office (i.e., reconciliation, settlement, bank processing) operational role. Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.
IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.
