SummitTX Capital · 15 hours ago
Operations Analyst
DFW Metroplex
Full-time
Onsite
New Grad, Entry LevelSummitTX Capital is an institutional hedge fund manager founded in 2015, managing approximately $3 billion for global investors. The Operations Analyst will support operations by collaborating with internal teams and external partners, focusing on trade support, portfolio finance, and regulatory compliance.
FinanceFinancial ServicesHedge Funds
Responsibilities
Trade Support and Execution Oversight: Collaborate with traders to support trade execution by ensuring proper allocation, clearing, settlement and post-trade life cycle processes. Address operational issues related to trade mismatches or settlement failures with counterparties. Spearhead the maintenance and enhancement of our Order Management System (OMS), ensuring accuracy in trade bookings and security setups
Portfolio Finance: Manage financing relationships with prime brokers. Oversee inventory and collateral optimization efforts to minimize portfolio costs, maximize returns, mitigate risk and ensure efficient capital usage
Valuation Control: Investigate and resolve PnL discrepancies. Provide detailed explanations of PnL drivers to the fund portfolio management and investments teams
Strategic Collaboration & Process Improvement: Engage with internal and external partners to streamline operations, mitigate exceptions, and drive long-term strategic projects. Champion continuous improvement initiatives to optimize workflows and introduce new efficiencies
Regulatory & Compliance Support: Play an instrumental role in regulatory filings, including Form PF, and ensure compliance with KYC protocols. Actively contribute to the establishment of new funds/accounts in collaboration with legal teams
Stakeholder Engagement: Serve as a liaison across departments (Investments, Risk, Accounting, Legal/Compliance, Investor Relations) to facilitate the resolution of ad-hoc requests and enhance operational effectiveness
Qualification
Required
Exceptional verbal and written communication abilities
Strong interpersonal skills
A knack for operational innovation
Proactive, independent thinker
Excellent time management skills
Ability to meet tight deadlines
Logical reasoning to analyze complex situations
Strong problem-solving skills
Ability to identify inefficiencies and implement effective solutions
Quick learner of vendor platforms, trading, and administrator systems
Strong foundation in MS Office, particularly Excel
Ability to apply analytical thinking to troubleshoot system and process challenges
Bachelor's degree in Finance/Accounting, Operations Engineering, or a related field (or currently pursuing degree with expected graduation within 6 months)
Demonstrated interest in financial services through internships, coursework, or relevant projects
A team player who is mission-oriented
Demonstrates a high level of responsibility
Operational excellence
Attention to detail
Ability to think critically in high-pressure environments
Preferred
Prior experience in Hedge Fund Operations
Prior experience in Financial Services Operations
Prior experience in Hedge Fund Accounting
Familiarity with multi-PM platforms
Company
SummitTX Capital
Founded in 2015, SummitTX (formerly Crestline Summit) is an open architecture multi-manager, multi-strategy hedge fund manager.
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase