Senior Analyst, Trading

Jobgether; United States; On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Professional development

Work-life balance

Diversity & inclusion

Team collaboration

Community initiatives

Job summary

Jobgether is seeking a Senior Analyst, Trading in the United States to manage daily trade activity across brokers, custodians, and product lines while adapting execution strategies to market conditions. The role blends hands-on trading with operational oversight, technology support, and process improvement.

You will execute complex orders, investigate exceptions, and help ensure accurate trade processing. You will participate in implementing new rebalancing systems and optimize trading

Qualifications

• Bachelor's degree in Economics, Finance, MIS, or a related business discipline.
• 3+ years of trading or financial operations experience preferred.
• Experience with trading, rebalancing, or order management systems such as Charles River, Orion Advisor Services, Envestnet Tamarac, RedBlack, or comparable platforms; Charles River experience is a plus.
• Strong understanding of trade execution and operational workflows, with ability to manage multiple priorities in a time-sensitive environment.
• Exceptional attention to detail, organizational skills, and time management.
• Strong analytical and decision-making abilities, with the judgment to identify and resolve operational issues effectively.
• Excellent communication and internal client service skills, with the ability to collaborate with brokers, custodians, vendors, and internal stakeholders.
• Strong technology aptitude and willingness to learn new systems and adapt quickly to changing processes.
• Proficiency in Microsoft Excel; VBA experience is preferred.

Responsibilities

• Manage daily trade flow across multiple brokers and custodians, monitoring orders and adapting execution strategies based on market conditions, order size, and product characteristics.
• Execute large and complex orders across multiple product lines using algorithmic trading tools and established execution strategies.
• Coordinate with internal teams, brokers, and custodians to facilitate significant orders, resolve execution issues, and maintain smooth trade operations.
• Identify, investigate, and resolve trade errors and exceptions, tracking recurring issues and recommending system or process improvements to reduce future errors.
• Provide high-quality internal client service by responding promptly to inquiries, troubleshooting issues, and managing urgent, time-sensitive requests.
• Develop expertise across multiple trading software platforms and provide user support for system-related troubleshooting.
• Support the implementation of a new rebalancing system, including parallel portfolio rebalances, variance analysis, issue investigation, and communication with software vendors.
• Review and update trading system configurations to improve execution efficiency, accuracy, and operational precision.
• Identify opportunities to enhance trading processes and systems, contributing to initiatives that improve efficiency, scalability, and effectiveness.
• Participate in technology-focused projects, including software evaluations, onboarding new firms to existing systems, and implementing process improvements.
• Collaborate with cross-functional stakeholders to ensure trading operations remain accurate, responsive, and aligned with business and client needs.

Skills

Attention to detail

Analytical thinking

Time management

Client service

Communication

Education

Bachelor's degree in Economics, Finance, MIS or related discipline

Tools

Charles River

Orion Advisor Services

Envestnet Tamarac

RedBlack

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Analyst, Trading based in United States.

This role offers the opportunity to join a growing trading and operations function in a fast-paced, entrepreneurial environment.

You will manage daily trade activity across multiple brokers, custodians, and product lines while adapting execution strategies to changing market conditions.

The position combines hands-on trading with operational oversight, technology support, and continuous process improvement.

You will execute complex orders, investigate exceptions, and help ensure accurate and efficient trade processing.

You will also contribute to the implementation and optimization of trading and rebalancing technologies.

Success in this role requires strong attention to detail, sound judgment, technical adaptability, and a commitment to responsive internal client service.

It is an opportunity to deepen your trading expertise while working on systems, processes, and projects that directly improve operational performance.

Accountabilities

• Manage daily trade flow across multiple brokers and custodians, monitoring orders and adapting execution strategies based on market conditions, order size, and product characteristics.
• Execute large and complex orders across multiple product lines using algorithmic trading tools and established execution strategies.
• Coordinate with internal teams, brokers, and custodians to facilitate significant orders, resolve execution issues, and maintain smooth trade operations.
• Identify, investigate, and resolve trade errors and exceptions, tracking recurring issues and recommending system or process improvements to reduce future errors.
• Provide high-quality internal client service by responding promptly to inquiries, troubleshooting issues, and managing urgent, time-sensitive requests.
• Develop expertise across multiple trading software platforms and provide user support for system-related troubleshooting.
• Support the implementation of a new rebalancing system, including parallel portfolio rebalances, variance analysis, issue investigation, and communication with software vendors.
• Review and update trading system configurations to improve execution efficiency, accuracy, and operational precision.
• Identify opportunities to enhance trading processes and systems, contributing to initiatives that improve efficiency, scalability, and effectiveness.
• Participate in technology-focused projects, including software evaluations, onboarding new firms to existing systems, and implementing process improvements.
• Collaborate with cross-functional stakeholders to ensure trading operations remain accurate, responsive, and aligned with business and client needs.

Requirements

• Bachelor's degree in Economics, Finance, Management Information Systems, or a related business discipline.
• 3+ years of trading or financial operations experience preferred.
• Experience with trading, rebalancing, or order management systems such as Charles River, Orion Advisor Services, Envestnet Tamarac, RedBlack, or comparable platforms; Charles River experience is a plus.
• Strong understanding of trade execution and operational workflows, with the ability to manage multiple priorities in a time-sensitive environment.
• Exceptional attention to detail, organizational skills, and time management.
• Strong analytical and decision-making abilities, with the judgment to identify and resolve operational issues effectively.
• Excellent communication and internal client service skills, with the ability to collaborate effectively with brokers, custodians, vendors, and internal stakeholders.
• Strong technology aptitude and willingness to learn new systems and adapt quickly to changing processes.
• Proficiency in Microsoft Excel; VBA experience is preferred.
• Self-motivated, dependable, and comfortable working in a high-growth environment where priorities can evolve quickly.
• Demonstrated interest in continuous improvement, technology enablement, and operational efficiency.

Benefits

• Challenging and innovative work environment within a growing, entrepreneurial organization.
• Opportunities for professional development, progressive career growth, and expanded responsibilities.
• Collaborative culture emphasizing teamwork, camaraderie, and knowledge sharing.
• Opportunities to work with sophisticated trading, rebalancing, and order management technologies.
• Supportive environment focused on work-life balance and employee development.
• Culture that recognizes and rewards talent, experience, initiative, and ambition.
• Commitment to a diverse and inclusive workplace where employees are supported in achieving their career goals.
• Opportunities to contribute to community-focused initiatives and give back.