Overview
The organization is seeking a highly motivated Senior Analyst, Trading to join its trading and operations team. This role offers an opportunity for professional growth in a fast-paced environment.
Responsibilities
- Manage daily trade flow across multiple brokers and custodians, monitoring orders and adjusting execution strategies based on market conditions and order size.
- Execute large and complex orders across various product lines using algorithmic trading tools and established execution strategies.
- Coordinate with internal teams, brokers, and custodians to manage significant orders, resolve execution issues, and identify opportunities for process improvement.
- Identify, research, and resolve trade errors and exceptions; track recurring issues and recommend system or process changes to minimize errors.
- Provide exceptional client service to internal teams by promptly addressing inquiries, troubleshooting problems, and responding urgently to time-sensitive requests.
- Master multiple trading software systems and provide user support for troubleshooting.
- Support the rollout and implementation of a new rebalancing system, including conducting parallel portfolio rebalances, analyzing variances, and communicating with software vendors as needed.
- Review and update trading system settings to optimize trading efficiency and precision.
- Recommend and assist with enhancements to trading processes and systems to improve efficiency and effectiveness.
- Contribute to projects involving new software evaluation, onboarding new firms to existing systems, and driving process improvements through technology.
Requirements
- Bachelor’s degree in Economics, Finance, MIS, or a related business field.
- 3+ years of trading or financial operations experience preferred.
Skills & Knowledge
- Superior attention to detail, organizational skills, and time management abilities.
- Excellent client service and communication skills.
- Strong aptitude for technology with the ability to adapt quickly to change.
- Solid decision-making and analytical abilities.
- Experience with rebalancing or trading order management systems (OMS) such as Charles River, Orion Advisor Services, Envestnet Tamarac, RedBlack, or similar systems; experience with Charles River is a plus.
- Proficiency in Excel; experience with VBA is preferred.
Compensation & Benefits
- Compensation Range: $78K - $104.5K