Hybrid Trade Operations Quality Analyst

AssetMark; Charlotte (NC); Hybrid; USD 90,000 - 100,000; Full time

Job summary

AssetMark in Charlotte, NC is seeking a Trade Operations Quality Analyst to monitor trading workflows, review exceptions, and validate reporting and controls. You will collaborate with operations and technology to ensure accurate trade execution and reliable client outcomes in a hybrid environment.

The ideal candidate has 3+ years in trade operations, a bachelor's degree, and strong Excel skills (pivot tables, lookups).

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 3+ years hands-on experience in trade operations or a closely related role.
• Experience with testing and validating reporting and workflows.

Responsibilities

• Monitor trading workflows, reports, and quality controls for process health.
• Review data for exceptions and trends; identify follow-up areas.
• Maintain dashboards and recurring reporting on SLA and controls.
• Support testing and validation of reporting or system changes.
• Prepare summaries and visuals for leadership and partners.
• Collaborate with trading, operations, and technology to drive improvements.

Skills

Excel proficiency

Data analysis

Attention to detail

Problem solving

Trading knowledge

Communication

Education

Bachelor's degree

Tools

Pivot Tables

Dashboards

SQL basics

Job description

AssetMark in Charlotte, NC is seeking a Trade Operations Quality Analyst to monitor trading workflows, review exceptions, and validate reporting and controls. You will collaborate with operations and technology to ensure accurate trade execution and reliable client outcomes in a hybrid environment.

The ideal candidate has 3+ years in trade operations, a bachelor's degree, and strong Excel skills (pivot tables, lookups).