Senior Analyst, Trading

Accountabilities:

• • 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.

  Requirements:

  • 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.

  Benefits:

  • 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.