• Define and execute Alpaca’s global tax reporting strategy, balancing U.S. requirements with international client needs
• Architect and lead the build of a proprietary cost basis engine from the ground up, in close partnership with Engineering
• Design and implement a global tax matrix (country of residence vs. security domicile) to determine treaty rates and withholding logic
• Oversee all reporting obligations including 1099, 1042-S (non-U.S. persons), 5498 (retirement accounts), and contribution-related reporting
• Establish a year-round tax readiness program, including multiple test cycles, reconciliations, and “dry runs” to validate systems and data pipelines
• Own delivery of a flawless January tax season, with clear guidelines, SLAs, and operational rubrics for execution
• Build and scale a high-performing team, setting standards for accuracy, accountability, and continuous improvement
• Partner cross-functionally with Product, Engineering, Compliance, and Operations to embed tax logic into core systems
• Act as the primary point of contact for audits, regulators, and external stakeholders on tax reporting matters

• 10+ years of experience in brokerage tax reporting and cost basis, with deep U.S. expertise
• Hands-on experience building or leading the development of a cost basis engine or similar financial calculation system
• Strong knowledge of 1099-COMP, 1042-S, 5498, and contribution reporting, including retirement account considerations
• Experience supporting global clients, including understanding of withholding, treaty rates, and cross-border tax implications
• Proven ability to design scalable systems, controls, and processes from scratch
• Track record of leading teams and delivering accurate, on-time tax reporting cycles
• Ability to operate at both strategic and deeply operational levels, especially under time-sensitive conditions

• Experience building a residence vs. security domicile matrix for treaty rate application
• Background in API-first brokerages, clearing firms, or multi-asset platforms
• Familiarity with international tax regimes and reporting beyond the U.S.
• Experience running mock tax seasons, parallel runs, or large-scale system validation cycles
• CPA or equivalent certification
• Experience working directly with regulators or leading large-scale audits

Your Role:

As an Operations Associate – PSP (Payment Service Provider), you will support the payment and funding operations that enable customers to seamlessly move money into and out of the Alpaca platform. You will play a key role in monitoring payment workflows, assisting with reconciliation processes, and ensuring the accuracy and reliability of our payment operations.

Based in our GIFT City (Gujarat International Finance Tec-City) office, you will work closely with teams across operations, finance, compliance, and engineering to maintain efficient and compliant payment processes. This includes monitoring deposits and withdrawals, investigating payment exceptions, and supporting integrations with payment partners and financial institutions.

This role is ideal for someone early in their career who is detail-oriented, analytical, and interested in learning how modern fintech platforms manage payment infrastructure and financial operations. You will gain hands-on exposure to payment systems, reconciliation workflows, and operational processes that support global financial services.

Things You Get To Do:

• Monitor daily payment operations including deposits, withdrawals, and funding workflows
• Perform reconciliations between internal systems, banking partners, and payment providers
• Investigate and help resolve payment exceptions, failed transactions, and operational discrepancies
• Support operational workflows related to payment processing and settlement
• Work with internal teams to escalate and resolve payment-related customer issues
• Assist in maintaining documentation for payment operations procedures and workflows
• Help improve operational efficiency by identifying opportunities for process improvements
• Support operational readiness for new payment methods, partners, and product features
  
  

Who You Are (Must-Haves):

• 0–2 years of experience in payments operations, financial operations, fintech, or a related field
• Bachelor’s degree in Finance, Economics, Business, Commerce, or a related discipline
• Strong attention to detail and ability to work with financial data accurately
• Analytical mindset with good problem-solving skills
• Strong communication and collaboration skills
• Ability to manage multiple operational workflows in a fast-paced environment
• Interest in fintech, payments infrastructure, and financial services

Who You Might Be (Nice-to-Haves):

• Internship or prior exposure to payment operations, banking operations, or fintech platforms
• Familiarity with payment rails, bank transfers, or digital payment systems
• Experience working with spreadsheets or basic data analysis tools
• Understanding of reconciliation processes and transaction monitoring
• Experience working in a startup or fast-growing fintech environment
  
  

Location Requirement:

This role is based onsite in GIFT City, Gujarat, and requires working from the office in accordance with regulatory and operational requirements.

Your Role:

As a Brokerage Operations Executive, you will support the day-to-day operations that power Alpaca’s brokerage infrastructure and ensure a smooth trading experience for our customers. You will play a key role in monitoring operational workflows, assisting with trade lifecycle processes, and maintaining the accuracy and integrity of brokerage data.

Based in our GIFT City (Gujarat International Finance Tec-City) office, you will work closely with teams across operations, compliance, engineering, and customer support to ensure that brokerage activities run reliably and in compliance with regulatory requirements.

This role is ideal for someone early in their career who is detail-oriented, curious about financial markets, and eager to build expertise in brokerage operations within a fast-growing fintech environment. You will gain hands-on exposure to the mechanics of trading, settlement processes, and operational workflows that support modern brokerage platforms.

Things You Get To Do:

• Support daily brokerage operations including trade monitoring, settlement, and operational workflows
• Assist in performing reconciliations between internal systems and external partners
• Investigate and help resolve operational discrepancies or trade exceptions
• Support account operations including onboarding checks, funding workflows, and operational requests
• Assist with corporate actions, dividends, and other lifecycle events affecting customer accounts
• Work with internal teams to escalate and resolve operational issues impacting customers
• Help document operational procedures and contribute to improving operational processes
• Support operational readiness for new product launches and platform updates

Who You Are (Must-Haves):

• 0–2 years of experience in financial services, brokerage operations, fintech, or a related field
• Bachelor’s degree in Finance, Economics, Business, Commerce, or a related discipline
• Strong attention to detail and ability to work with operational data accurately
• Good analytical and problem-solving skills
• Strong communication and collaboration skills
• Ability to work in a fast-paced environment and manage multiple tasks
• Interest in financial markets and brokerage operations
  
  

Who You Might Be (Nice-to-Haves):

• Internship or prior exposure to brokerage operations, trading operations, or financial markets
• Familiarity with equities trading, settlement, or capital markets concepts
• Experience working with spreadsheets or basic data analysis tools
• Knowledge of regulatory environments related to financial services
• Experience working in a startup or fintech environment
  
  

Location Requirement:

This role is based onsite in GIFT City, Gujarat, and requires working from the office in accordance with regulatory and operational requirements.

Your Role

As a Custody Manager, you will be responsible for overseeing the safekeeping, settlement, and administration of client securities assets at Alpaca, ensuring the safety and integrity of billions of Saudi Riyals in customer holdings within the Kingdom of Saudi Arabia’s capital markets.

As part of the Operations team, you will manage the end-to-end custody lifecycle for Alpaca’s brokerage and Trading API customers, encompassing asset safekeeping, trade settlement, corporate actions processing, reconciliation, and regulatory reporting. Working closely with the Securities Depository Center (Edaa), the Saudi Exchange (Tadawul), custodian banks, and internal stakeholders, you will ensure that custody operations run seamlessly and in full compliance with the Capital Market Authority (CMA) regulations and other applicable Saudi financial laws.

We’re looking for someone who brings deep securities operations expertise within the Saudi or GCC market, enjoys building scalable processes, and thrives in a fast-paced, detail-driven environment. Working collaboratively across compliance, engineering, and product teams, you’ll ensure the operational backbone of Alpaca’s platform is reliable, compliant, and built to scale in line with Saudi Vision 2030 and the Kingdom’s evolving capital markets landscape.

Things You Get To Do

• Own and manage the daily custody operations workflow, including trade settlement (T+2), asset transfers, and position reconciliation across Saudi-listed equities, Sukuk, and fixed-income instruments
• Serve as the primary point of contact with the Securities Depository Center (Edaa), the Saudi Exchange (Tadawul), custodian banks, and clearing entities
• Design and improve operational processes to increase efficiency, reduce risk, and support business growth in alignment with CMA requirements
• Lead corporate actions processing, including dividends, rights issues, stock splits, mergers, and Zatka-related distributions
• Collaborate with engineering and product teams to automate custody workflows and reduce manual touchpoints
• Ensure compliance with CMA regulations, including the Securities Business Regulations, the Investment Funds Regulations, and client asset segregation requirements
• Liaise with the CMA and other Saudi regulatory bodies during audits, inspections, and reporting cycles
• Manage, mentor, and develop a team of custody operations professionals

Who You Are (Must-Haves)

• 7+ years of experience in securities custody, clearing, or brokerage operations, preferably within the Saudi or GCC capital markets
• Strong knowledge of Edaa depository services, Tadawul settlement processes, and the Saudi securities lifecycle
• Deep understanding of CMA regulations, including the Securities Business Regulations, Anti-Money Laundering (AML) rules, and client asset protection requirements
• Familiarity with Saudi-listed asset classes including equities, Sukuk, ETFs, REITs, and government bonds
• Excellent communication and collaboration skills in both Arabic and English, with the ability to work across technical and non-technical teams
• Experience managing reconciliation processes and investigating and resolving settlement breaks
• Proven ability to build, document, and improve operational procedures in a regulated environment
• Strong attention to detail and a risk-aware mindset
• Experience managing or mentoring a team

Who You Might Be (Nice-to-Haves)

• CME-1 (Certified Market Expert) or other CMA-recognized professional certifications
• Experience working with Qualified Foreign Investor (QFI) programs or Swap arrangements on Tadawul
• Experience working at a fintech, startup, or CMA-authorized institution
• Familiarity with APIs, automation tooling, or working closely with engineering teams to modernize custody operations
• Experience or understanding of digital asset custody and blockchain-based securities
• Knowledge of Saudi Vision 2030 financial sector development initiatives and CSDI reforms
• Experience working remotely or in a hybrid environment

TBD

Your Role:

Alpaca is seeking a detail-oriented and risk-focused Cashiering Operations Associate to support and manage client money movement activities across ACH, domestic and international wires, RTP, checks, and internal journals.

This role is critical to ensuring timely, accurate, and compliant processing of all client-directed cash transactions while safeguarding client assets and minimizing operational risk. The ideal candidate thrives in a fast-paced fintech environment, has experience interacting with custodians and clearing firms, and demonstrates strong ownership over operational controls.

Things You Get To Do:

Ops Control Framework & Oversight

• Money Movement Processing, Reconciliation & Settlement, Custodian & Partner Management, Reporting & Controls, Cross-Functional Collaboration
• Review, validate, and approve client money movement requests (ACH, wires, RTP, checks, journals) in accordance with firm policies
• Process and release transactions accurately and within established SLAs
• Reconcile daily cash movements, deposits, and settlement activity to ensure accurate posting
• Monitor and resolve exceptions, returns, rejects, and transaction discrepancies
• Partner with custodians, clearing firms, and banking partners to resolve delays or issues
• Prepare and review daily and monthly operational reports, including transaction coding oversight
• Maintain accurate documentation and case tracking in Salesforce and internal systems
• Ensure adherence to regulatory requirements, internal controls, and data privacy standards
• Identify operational risks and escalate suspicious or high-risk transactions appropriately
• Support audits, reporting requirements, and special projects as needed
• Collaborate with Operations, Compliance, Risk, and Technology to improve processes
• Train internal teams on money movement procedures and best practices

Who You Are (Must-Haves):

• Bachelor’s degree in Finance, Business, Economics, or related field — or equivalent experience
• 2+ years of experience in financial services, brokerage operations, banking, or cashiering
• Direct experience processing money movements (ACH, wires, checks, journals, RTP preferred)
• Experience interacting with custodians, clearing firms, or correspondent banks
• Strong understanding of operational risk and fraud controls
• High level of attention to detail and accuracy
• Ability to manage multiple priorities in a time-sensitive environment
• Strong written and verbal communication skills
• Ability to work independently while contributing to a collaborative team

Who You Might Be (Nice-to-Haves):  

• Salesforce or case management systems
• Portfolio accounting or broker-dealer systems
• Experience in fintech or high-growth environments