Funds and Banking Analyst

Posted Monday, August 24, 2026 at 10:00 AM

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.

Our culture is driven by problem‑solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, , and others.

Interactive Brokers is not your average brokerage. We have built one of the world’s most advanced trading platforms, trusted by millions of traders across the globe. We are looking for ambitious problem solvers, whether you are a recent graduate or have one to three years of experience in finance, technology, or customer service, to join our Client Experience team. You will help clients trade everything from stocks and options to crypto and event contracts.

Kickstart or level up your finance and technology career in the heart of Chicago.

Our Fun d and Banking team provides foundational client service support for asset and cash transfer operations, working closely with back office teams to resolve securities‑related queries while developing core competencies in funds and banking operations under guidance from senior team members.

• Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.
• Closely work with back office to manage and resolve all securities‑related queries from clients globally, including systematic follow‑up to resolve pending transfers/settlements, differences, and breaks.
• Support Operations Service in their Securities/Global Custody day‑to‑day transactional business in the field of Settlement, including clarifications and follow‑up on settlements completion.
• Ensure query resolution till completion within agreed service levels and client satisfaction standards.
• Document client interactions and maintain accurate records in CRM and ticketing systems.
• Participate in ongoing training programs to develop expertise in settlement processes, cash transfers, and global custody products.
• Collaborate with team members to identify common client issues and contribute to knowledge base development.
• Deliver excellent client service while continuously challenging process efficiency and behavior.

• University degree (Bachelor's) required.
• Previous client service experience within the financial or three years of inbound client services experience.
• Passion for dealing with clients and understanding of securities and global custody products.
• Can‑do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies.
• Strong problem‑solving skills and ability to work under pressure.
• Focused on client service and timely resolving of client enquiries.
• Adaptable, motivated, self‑directed, and driven (always staying up to date and improving).
• Strong communication skills in business language; additional language capabilities are a plus.
• Comfortable with rotational shifts including night shifts.

• Competitive salary, annual performance‑based bonus, and stock grant awards
• 401(k) retirement plan with competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision…