Senior Analyst, Trading

Our partner is looking for a Senior Analyst, Trading based in United States. This position is listed on behalf of a partner company, who manages all applications and next steps.

• Manage daily trade flow across multiple brokers and custodians, monitoring orders and adapting execution strategies based on market conditions, order size, and product characteristics.
• Execute large and complex orders across multiple product lines using algorithmic trading tools and established execution strategies.
• Coordinate with internal teams, brokers, and custodians to facilitate significant orders, resolve execution issues, and maintain smooth trade operations.
• Identify, investigate, and resolve trade errors and exceptions, tracking recurring issues and recommending system or process improvements to reduce future errors.
• Provide high-quality internal client service by responding promptly to inquiries, troubleshooting issues, and managing urgent, time-sensitive requests.
• Develop expertise across multiple trading software platforms and provide user support for system-related troubleshooting.
• Support the implementation of a new rebalancing system, including parallel portfolio rebalances, variance analysis, issue investigation, and communication with software vendors.
• Review and update trading system configurations to improve execution efficiency, accuracy, and operational precision.
• Identify opportunities to enhance trading processes and systems, contributing to initiatives that improve efficiency, scalability, and effectiveness.
• Participate in technology-focused projects, including software evaluations, onboarding new firms to existing systems, and implementing process improvements.
• Collaborate with cross-functional stakeholders to ensure trading operations remain accurate, responsive, and aligned with business and client needs.

• Bachelor’s degree in Economics, Finance, Management Information Systems, or a related business discipline.
• 3+ years of trading or financial operations experience preferred.
• Experience with trading, rebalancing, or order management systems such as Charles River, Orion Advisor Services, Envestnet Tamarac, RedBlack, or comparable platforms; Charles River experience is a plus.
• Strong understanding of trade execution and operational workflows, with the ability to manage multiple priorities in a time-sensitive environment.
• Exceptional attention to detail, organizational skills, and time management.
• Strong analytical and decision-making abilities, with the judgment to identify and resolve operational issues effectively.
• Excellent communication and internal client service skills, with the ability to collaborate effectively with brokers, custodians, vendors, and internal stakeholders.
• Strong technology aptitude and willingness to learn new systems and adapt quickly to changing processes.
• Proficiency in Microsoft Excel; VBA experience is preferred.
• Self-motivated, dependable, and comfortable working in a high-growth environment where priorities can evolve quickly.
• Demonstrated interest in continuous improvement, technology enablement, and operational efficiency.

• Challenging and innovative work environment within a growing, entrepreneurial organization.
• Opportunities for professional development, progressive career growth, and expanded responsibilities.
• Collaborative culture emphasizing teamwork, camaraderie, and knowledge sharing.
• Opportunities to work with sophisticated trading, rebalancing, and order management technologies.
• Supportive environment focused on work-life balance and employee development.
• Culture that recognizes and rewards talent, experience, initiative, and ambition.
• Commitment to a diverse and inclusive workplace where employees are supported in achieving their career goals.
• Opportunities to contribute to community-focused initiatives and give back.