Grant Carlson
Stamford
Summary
Senior Analyst with expertise in client payment processes and data analysis. Work with 19 partner banks globally to provide clients with different ways to deposit and withdraw funds. Use data analysis across our banking partnerships to track payment speed, adequate bank reporting, and best pricing contingent on payment method. Have a large focus on automation of processes to ensure timely and accurate crediting of clients funds. Proven track record in developing impactful reports and implementing process enhancements.
Overview
3
3
years of professional experience
Work History
Sr Analyst - Global Client Payments
Interactive Brokers
Greenwich, CT
01.2026 - Current
- Collaborated with international banking teams to open client money bank accounts across multiple countries and currencies, ensuring adequate payment reporting.
- Developed reports for Senior Management concerning deposit and withdrawal data based on banking relationship and payment method
- Conducted regular reviews of operations to identify and implement areas for automation and improvement.
Analyst - Cashiering
Interactive Brokers
Greenwich, CT
03.2023 - 12.2025
- Processed client payments, identifying the intended client account to credit funds accordingly
- Liaised with banks concerning missing or delayed funds
- Improved industry knowledge by developing documentation outlining the operating and compliance procedures for the role.
Education
Bachelor of Science - Economics
Southern Methodist University
Dallas, TX08.2022
Skills
- Data analysis
- Documentation and reporting
- AI automation
- Report preparation
- Tableau software
- Competitive analysis
- Network management
- Critical thinking
Timeline
Sr Analyst - Global Client Payments
Interactive Brokers
01.2026 - Current
Analyst - Cashiering
Interactive Brokers
03.2023 - 12.2025
Bachelor of Science - Economics
Southern Methodist University