Associate / Senior Associate - Institutional Services

9 Hours ago • 1-2 Years

Job Summary

Job Description

The Associate/Senior Associate will provide unparalleled service to Interactive Brokers' institutional and enterprise clients, including banks, hedge funds, financial advisors, and introducing brokers. The role involves resolving technical, account, and trade-related inquiries, escalating issues, assisting clients with the trading lifecycle, and contributing to ad hoc projects. This role requires strong familiarity with financial asset classes, critical thinking skills, and excellent communication abilities. This position is designed to build long-term client relationships and provide a seamless client experience. The company offers a competitive salary, benefits, and opportunities for career growth.

Must have:

Familiarity with Stocks, ETFs, Options, FX, Funds, Futures, Fixed Income
Critical thinking and ability to reason about complex systems
Ability to maintain composure in fast-paced situations
Excellent written and spoken English

Good to have:

Fluency in productivity applications (e.g., Excel, JIRA/Confluence)

Perks:

Competitive salary, annual performance-based bonus, and stock grant
Social Security/insurance benefits
Competitive package of Annual Leave
Daily lunch ordered in-house with a fully stocked kitchen
Modern offices with great access to the metro
Great work-life balance
Opportunity to gain exposure to global financial products, markets, and clientele
Opportunities for career progression and job scope expansion in a global company
Hybrid work arrangement

7 skills required

7 skills required for this role

Add these skills to join the top 1% applicants for this job

confluence

jira

oops

excel

market-research

innovation

hedge-funds

Job Details

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 Description and Responsibilities

IBKR is seeking exceptional individuals to join its fast-growing APAC Institutional Services group. In this role, you will provide unparalleled service to IBKR’s institutional and enterprise clients including banks, hedge funds, financial advisors, and introducing brokers. Our mission is to build deep, long-term relationships and provide a seamless client experience as we expand our global product and service offerings.

Key responsibilities:

Resolve technical, account, and trade-related enquiries via telephone, ticket, and live chat.
Take ownership of and escalate/report issues to the relevant stakeholders across various departments and regions.
Assist clients in understanding the entire trading lifecycle, including but not limited to funding, position transfers, corporate actions, margin calculation, and statement reconciliation.
Ad hoc assignments and projects – e.g., client outreach, platform training, general market research

Qualifications

Core competencies:

Strong familiarity in one or more asset classes – Stocks, ETFs, Options, FX, Funds, Futures, Fixed Income
Be able to think critically and reason about complex systems and processes.
Maintain composure and professionalism in fast-paced and stressful situations.
Excellent command of written and spoken English & Japanese

Requirements:

Undergraduate degree
At least 1-2 years prior experience at a large financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
Fluency in productivity applications (e.g., Excel, JIRA/Confluence) is a plus.

Company Benefits & Perks

Competitive Salary, annual performance-based bonus and stock grant
Social Security/insurance benefits
Competitive package of Annual Leave
Daily lunch is ordered in-house with a fully stocked kitchen.
Modern offices with great access to the metro
Great work-life balance
Unique opportunity to gain exposure to global financial products, markets and clientele
Opportunities for career progression and job scope expansion in a global company with a growing local presence
Hybrid work arrangement role permitting