Trade Support Analyst
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Role details
Tech stack
Job description
Join our dynamic team as a Trade Support Analyst and become a vital part of our investment management operations. In this role, you will serve as the backbone of our trading activities, ensuring seamless execution, accurate settlement, and comprehensive support for our trading desks. Your expertise will help maintain the integrity of our financial transactions, uphold regulatory compliance, and optimize portfolio management processes. This is an exciting opportunity for professionals passionate about financial markets, securities law, and investment operations to thrive in a fast-paced environment dedicated to excellence and innovation., * Provide comprehensive support for trade execution, settlement, and clearing processes across various asset classes including fixed income, futures, and equities.
- Monitor and reconcile trade discrepancies using advanced Excel data analysis techniques and SQL queries to ensure accuracy in transaction processing.
- Collaborate closely with portfolio managers, traders, custodians, and counterparties to resolve trade issues promptly and efficiently.
- Maintain detailed records of all trade activities, ensuring compliance with industry regulations and securities law requirements.
- Assist with regulatory reporting obligations by preparing accurate documentation and ensuring adherence to financial services standards.
- Support the management of investment portfolios by providing timely data updates, performance reports, and risk assessments.
- Stay informed on industry knowledge of financial regulations affecting securities trading and asset management to ensure ongoing compliance.
Requirements
- Strong understanding of investment management principles and financial concepts related to asset allocation and portfolio optimization.
- Proven experience in securities law, regulatory reporting, and financial services compliance.
- Extensive knowledge of fixed income financial markets, futures trading, and banking operations within the financial industry.
- Proficiency in Excel data analysis, SQL database querying, and familiarity with financial software used in trading support functions.
- Demonstrated ability to manage investment portfolios effectively while maintaining high levels of financial acumen.
- Excellent organizational skills with attention to detail in bookkeeping and transaction recordkeeping.
- Industry knowledge of financial regulations governing securities trading and asset management practices.
This role offers a vibrant environment where your skills directly impact the efficiency of our trading operations while providing opportunities for professional growth within the financial services sector. If you are motivated by precision, thrive under pressure, and have a passion for finance technology, we invite you to join us as a Trade Support Analyst!, * High school or equivalent (Required)
Benefits & conditions
Pulled from the full job description
- Professional development assistance
- Parental leave
- Health insurance
- 401(k) matching
- Paid time off
- Life insurance
- Flexible schedule, * 401(k) matching
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
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