Entry-Level Client-Facing Analyst: Trade Order Mgmt & Data

IMP; Boston (MA); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Medical / Dental / Vision

401k with company match

Paid time off

Job summary

IMP is seeking a versatile client-facing Associate Analyst to join our Boston team. The role involves working on data integration projects, vendor searches, compliance, and OMS implementations, under mentorship, to solve complex trade order management challenges.

You will contribute to IMP’s methodologies to deliver strong client outcomes. Preferred candidates have a finance-related degree and up to two years in investment management, with solid project management and SQL/database familiarity.

Qualifications

• Bachelor’s degree in Finance or related field.
• 0-2 years of investment management experience (internships/projects) or US Military experience with logistics and planning.
• Strong project management and business analysis skills
• Strong knowledge of equities, fixed income, derivatives, and the trade order life cycle
• Solid written and oral communications skills
• Experience with trade order management systems is a plus
• Understanding of compliance and the Investment Company Act of 1940 is a plus
• Knowledge of relational databases and SQL in Oracle/MS SQL Server/Sybase is a plus

Responsibilities

• Participating as part of the team in client project scoping (how to plan, deliver and kick-off a project)
• Assisting in project analysis (requirements gathering, interviews, workflow analysis, and data analysis)
• Executing testing plans (i.e. unit testing, use case testing, organized QA/UAT/Parallel testing)
• Assisting in the planning, organization, and executing of all tasks involved in the migration process from the test environment to the go-live environment
• Work with the team to execute all tasks in the client’s “post-go-live” environment.
• Other responsibilities may include market research; thought leadership on investment management technological trends, and internal strategic company initiatives to help expand our service offerings.

Skills

Project management

Business analysis

Communication skills

Trade order management knowledge

Financial markets knowledge

Education

Bachelor's degree

Tools

SQL (Oracle/MS SQL Server/Sybase)

Job description

IMP is seeking a versatile client-facing Associate Analyst to join our Boston team. The role involves working on data integration projects, vendor searches, compliance, and OMS implementations, under mentorship, to solve complex trade order management challenges.

You will contribute to IMP’s methodologies to deliver strong client outcomes. Preferred candidates have a finance-related degree and up to two years in investment management, with solid project management and SQL/database familiarity.