Operations Analyst

Category: Operations
Location: Jersey City, NJ
Job ID: 11780
Posted Date: March 15, 2019

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.



The role of Cost Basis Operations Analyst is one who maintains functional knowledge of all aspects of the Brokerage Business with an emphasis on Brokerage Operations. The role will be a hands-on partner with Cost Basis group and will be focused on Cost Basis reporting for ETRADE Corporate Services (ETCS) Stock Plan data.


Data Analysis / Reconciliation (ETCS)

  • Perform different levels of data analysis & reconciliation of ETCS data and Cost Basis System (PAS) data.
  • Deliver objective analysis of error trends and opportunities. — identify root cause
  • Resolve ETCS vs. PAS recon exceptions/discrepancies and document the resolution process
  • Validate data integrity is maintained in client facing displays
  • Ensure that the status reports produced are accurate, relevant, complete, and actionable.

Process Improvements & Procedures (ETCS)

  • Provide input to document processes in diagrams and text from input through operational processing activities to output
  • Analyze operational processes and technology involved for gaps, inefficiencies, potential redundancies and improvement opportunities
  • Provide the Operational support to document business and functional requirements for necessary programs, enhancements, modifications, and/or re-writes to existing products.
  • Participate in the implementation of optimal ETCS Recon procedures, controls and self-audit functions
  • Deliver training and educational support to Operations processing groups
  • Develop trending reports & standard benchmarks for ETCS metrics; providing guidelines for identifying issues.
  • Define and deliver recommendations and solutions that address each process and technology component to ensure accurate Cost Basis data for our customers.

Quality Assurance

  • Assist in building for the Operations team a quality assurance protocol for ETCS Reconciliation
  • Assist in executing strategic plans that enhance productivity through process efficiencies and automation



  • Minimum 1-4 years proven analytical experience in the financial services industry
  • Must be self-directed and motivated- able to work independently
  • Analytical thinker, with excellent written and verbal communication
  • Detail oriented with strong organizational skills
  • Ability to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectives
  • Adaptable to dynamic work environments and priorities
  • Demonstrate ownership and sense of urgency in resolving inquiries and issues
  • Adaptable to dynamic work environments and priorities
  • Proven effectiveness in fast-paced, demanding, client-driven environment.
  • Ability to perform and deliver within tight deadlines
  • Attention to detail and tenacity
  • Advanced knowledge in MS Office including Excel, Word, Visio and Power Point.
  • Strong written and oral communication skills


  • Knowledge of cost basis and tax regulations (a plus but not required)
  • Knowledge of Equity Compensation Plans (a plus but not required)

We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

Upcoming E*TRADE career events

Wed 10

Ft. Benning SFL-TAP Spring Hiring Event

April 10 @ 10:00 am - 1:00 pm
Fort Benning 8150 Marne Rd. Bldg. 9230 Ft. Benning CA 31905 United States
Tue 30

Diversity Career Fair 2019

April 30 @ 11:00 am - 2:00 pm
Utah Cultural Celebration Center 1355 West 3100 South West Valley City UT 84119 United States
Tue 18

Atlanta Choice Career Fair

June 18 @ 11:00 am - 2:00 pm
DoubleTree By Hilton Atlanta 4386 Chamblee Dunwoody Road Atlanta GA 30341 United States