TRADING OPERATIONS ANALYST

Responsibilities: The analyst supports daily trading and portfolio operations by executing trades and ensuring accurate account maintenance. They are responsible for verifying investments against models and producing daily reports for Portfolio Managers.

Requirements: Candidates should have 0-3 years of experience in trading operations or financial services and knowledge of custodial platforms. A bachelor's degree or comparable work experience is required.

Key skills: Trade Execution, Account Maintenance, Account Reconciliation, Portfolio Accounting, CRM Systems, Microsoft Excel, Microsoft Office, Time Management, Organizational Skills, Data Analysis

Keywords: Trading Operations, TAMP, Self-Directed Brokerage Account, Portfolio Management, Custodial Platforms, Securities Industry, Account Reconciliation, Cash Movements, Model Portfolios, Financial Services