
Trades Services Specialist
4 days ago
Our team is seeking a highly skilled Operations Analyst to join our Portfolio Solutions & Research Support Team. As an integral part of our investment process, you will play a key role in ensuring the accuracy of decision-making and trade-flow processes.
Key Responsibilities:
- Oversee middle office data environment and system readiness
- Ensure data integrity through ongoing validation tests
- Reconcile positions, transactions, and indicative data
- Enter client portfolio requests into workflow tools
- Evaluate operational incidents early and ensure root cause analysis
- Deliver consistent results while managing multiple tasks
- Adapt to changing environments and implement new processes
- Prepare and distribute MIS reports on business and operations
Requirements:
- Demonstrate strong academic background and minimum 2 years industry experience
- Apply process automation skills with Python, Alteryx, SQL, and VBA
- Communicate complex issues clearly and effectively
- Prioritize tasks with urgency and execute efficiently
- Drive process changes and efficiencies in business operations
- Understand investment products and maintain a control-oriented mindset
Preferred Qualifications:
- Exhibit advanced analytical and problem-solving abilities
- Collaborate effectively within cross-functional teams
- Adapt quickly to new systems and technologies
- Lead process improvement initiatives
- Manage competing priorities in a deadline-driven environment
We are committed to fostering a diverse and inclusive work environment that values and respects the contributions of all employees. We recognize that our people are our greatest asset, and we strive to provide opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for trading services, please apply today
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