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Financial Analyst

Chicago, IL

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Job Title: Financial Analyst
Location: Remote eligibility (Eligible states: IL, NY, CA, CT, FL, MA, NC)
Preferred location: Chicago, IL

About your team:

ForecastEx (a Subsidiary of IBKR) is an innovative and fast-growing derivatives exchange regulated by the U.S. Commodity Futures Trading Commission (CFTC). As a pioneer in the derivatives market, we offer unique and dynamic products, including forecast contracts that allow participants to engage in a broad range of macroeconomic, climate, and political topics.

 What will be your responsibilities: 

We are seeking a motivated and detail-oriented Financial Analyst to support finance, clearing, and compliance operations under the guidance of the Financial Controller. This position is focused on the preparation and maintenance of financial, regulatory, and operational data to ensure accuracy and compliance with CFTC and internal requirements. The ideal candidate will possess a strong analytical mindset, attention to detail, and a willingness to learn within a regulated derivatives exchange environment.

  Financial Operations

  • Support the preparation of internal financial statements and operational reports.
  • Assist with maintaining segregation of funds reporting as prescribed by CFTC rules.
  • Compile documentation for audits, internal reviews, and management requests.
  • Monitor financial data and report discrepancies to the Financial Controller for resolution.

  Policy Development and Implementation

  • Assist in drafting and maintaining internal financial and compliance procedures.
  • Update documentation to reflect new policies, systems, or regulatory requirements.
  • Support process improvement initiatives to enhance workflow efficiency.
  • Maintain logs and records of approvals, updates, and policy version tracking.

  Risk Assessment and Monitoring

  • Prepare daily and weekly reports used for financial risk monitoring.
  • Track trading activity, liquidity, and investment balances and identify unusual variances.
  • Support the Financial Controller in ensuring adherence to regulatory risk management protocols.
  • Maintain audit-ready documentation for all deliverables.

  Banking Oversight

  • Prepare banking documentation and reconciliations for review by management.
  • Record and verify all bank account activity to ensure accurate segregation of funds.
  • Assist in setting up and maintaining banking relationship documentation.
  • Support review of investment and liquidity positions in coordination with the Financial Controller.

  Collaboration

  • Work closely with Finance, Compliance, Operations, and Technology teams to ensure data accuracy.
  • Provide support for projects involving automation of reporting and reconciliation.
  • Communicate findings and updates to internal stakeholders as directed.
  • Maintain organized financial files and assist with information sharing across departments.

  Stakeholder Communication

  • Prepare summary materials and reporting packages for leadership review.
  • Compile and format data for presentations, filings, and regulatory correspondence.
  • Support responses to requests from external auditors, banks, and regulators.
  • Maintain version-controlled financial and compliance reporting templates.

Which skills are required:

  • Bachelor's Degree in Finance, Accounting, Economics, or a related field.
  • CPA preferred
  • 2–3 years of experience in a financial analysis, accounting, or clearing operations role.
  • Strong understanding of financial reporting and reconciliation principles.
  • Proficiency with Microsoft Excel and financial systems.
  • Excellent attention to detail and ability to manage multiple tasks under deadlines.
  • Strong communication and documentation skills.
  • Interest in developing knowledge of CFTC regulations and clearing operations.
  • Comfortable with on-call responsibilities on weekends.

To be successful in this position, you will have the following:

  • Self-motivated and able to handle tasks with minimal supervision.
  • Superb analytical and problem-solving skills.
  • Excellent collaboration and communication (Verbal and written) skills.
  • Outstanding organizational and time management skills.

Company Benefits & Perks

  • Competitive salary, annual performance-based bonus and stock grant
  • Retirement plan 401(k) with competitive company match
  • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium.
  • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
  • Paid time off and a generous parental leave policy
  • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks
  • Corporate events, including team outings, dinners, volunteer activities and company sports teams
  • Education reimbursement and learning opportunities
  • Modern offices with multi-monitor setups

The anticipated base salary range for this role is $75,000 to $100,000 per year, based on skills, experience, and location. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and a stock award, as well as a wide range of benefits, including healthcare, tuition reimbursement, and more.

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