Junior Trading & Operations Analyst

Trivium Point; Wilton (CT); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Wilton, CT, is seeking a detail-oriented Junior Trading & Operations Analyst to support trading, billing, and data platform administration. Responsibilities include assisting with daily trading activities, maintaining databases, and ensuring compliance with procedures. The ideal candidate has a strong interest in securities, is comfortable with data and systems, and possesses strong organizational skills. Candidates with relevant education or internship experience in financial services are preferred. This position offers an opportunity to learn and grow within the firm.

Qualifications

• Strong interest in securities and investment operations.
• High attention to detail and strong organizational skills.
• Ability to follow structured processes and document work clearly.
• Ability to follow structured processes and document work clearly.
• Strong communication skills and willingness to learn.

Responsibilities

• Assist with daily trading activities, including order entry and reconciliations.
• Support billing processes, including fee calculations and exception tracking.
• Maintain third-party databases and ensure consistency across systems.
• Support administration and maintenance of trading, billing, and portfolio management systems.
• Prepare operational and management reports related to trading and billing activity.

Skills

Attention to detail

Strong organizational skills

Communication skills

Comfort with data and systems

Willingness to learn

Interest in securities

Education

Bachelor’s degree or coursework in finance, economics, accounting

Tools

Trading systems

Billing platforms

Portfolio management software

CRM

Job description

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Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward.

All Trivium Point team members are guardians of the firm’s story. In this role, you are expected to:

• A calm, ambitious drive that consistently elevates standards.
• Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence.
• Simplifying complexity into clear, actionable steps for clients and colleagues.
• Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies.

Job Location: Wilton, CT

We are seeking a detail-oriented and motivated Junior Trading & Operations Analyst to support the day-to-day administration of our trading, billing, and data platforms within a registered investment adviser (RIA). This role will assist with the execution of trading and billing activities, support system integrations and reporting, and help ensure processes are accurate, well-documented, and compliant with regulatory requirements.

The ideal candidate is interested in securities and investment operations, comfortable working with data and systems, and eager to learn how trading, billing, and custodial platforms function in a multi-custodian environment.

Key Responsibilities

• Assist with daily trading activities, including order entry, allocations, and reconciliations.
• Support billing processes, including fee calculations, reconciliations, and exception tracking.
• Help identify and resolve trading or billing discrepancies in collaboration with internal teams.

Systems & Platform Administration

• Support the administration and ongoing maintenance of trading, billing, and portfolio management systems.
• Assist with platform integrations across custodians, third‑party vendors, and the firm’s CRM.
• Perform routine system checks to ensure data accuracy and process integrity.

Data Management & Reporting

• Help maintain the firm’s third‑party databases and ensure consistency across systems.
• Assist in preparing operational and management reports related to trading and billing activity.
• Support efforts to improve data quality, workflow efficiency, and reporting capabilities.

Compliance & Controls

• Follow established policies and procedures related to trading, billing, and recordkeeping.
• Assist in maintaining audit‑ready documentation and operational records.
• Escalate exceptions or control issues to senior team members as identified.

Qualifications

Required

• Strong interest in securities, financial markets, and investment operations.
• High attention to detail and strong organizational skills.
• Comfort working with systems, data, and spreadsheets.
• Ability to follow structured processes and document work clearly.
• Strong communication skills and willingness to learn.

Preferred (Not Required)

• Bachelor’s degree or coursework in finance, economics, accounting, or a related field.
• Internship or exposure to financial services, operations, or compliance.