Senior Tech Support Analyst — Trading Floor & Finance Apps

Qualified Recruiter, LLC; San Francisco (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

We are seeking a Senior Advanced Technology Support Analyst to join our IT team in San Francisco. The role focuses on hands-on support for financial services environments, trading floors, and executive stakeholders, with duties spanning advanced troubleshooting, VIP support, and driving technology improvements.

Responsibilities include supporting Bloomberg, FactSet, CRIMS, and other market-data/trading apps; managing multi-monitor workstations; and coordinating IT projects and knowledge delivery

Qualifications

• 3+ years IT support experience (5+ years preferred).
• Strong experience supporting Bloomberg terminals and trading environments.
• Hands-on FactSet and CRIMS / Charles River experience.
• Knowledge of financial services applications, market-data platforms, and order management systems.
• Advanced troubleshooting skills across Windows, macOS, Microsoft Office, hardware, software, and network connectivity.
• Experience supporting multi-monitor trading workstations and specialized trade-floor equipment.
• Familiarity with Microsoft 365 Copilot and AI-enabled productivity tools.
• Advanced Microsoft Excel support capabilities.
• Experience with iOS, iPad, and mobile device management.
• Strong VIP/executive support and customer-facing communication skills.
• Experience creating documentation, delivering training, and coordinating IT projects.
• Knowledge of ITIL processes and service management practices.

Responsibilities

• Provide advanced technical support and troubleshoot complex hardware, software, operating system, and network-related issues.
• Support Bloomberg terminals, desktop components, peripherals, keyboards, and application connectivity.
• Provide support for FactSet, CRIMS (Charles River Investment Management Solution), and other financial market-data and trading applications.
• Support trade-floor technology, multi-monitor workstations, order management systems, and specialized hardware.
• Install, configure, and troubleshoot Windows, macOS, Microsoft Office Suite, and other enterprise applications.
• Assist users with Microsoft Copilot and Microsoft 365 Copilot adoption and AI capabilities.
• Provide advanced Excel support to financial and investment professionals.
• Support mobile device management, iOS devices, and iPads.
• Deliver VIP and executive-level technical support with a strong customer-service focus.
• Create technical documentation, knowledge articles, and end-user training materials.
• Coordinate technology deployments, workstation refreshes, office moves, and trading-floor technology projects.
• Mentor junior IT support specialists and provide guidance on complex technical issues.
• Follow ITIL-based incident, problem, change, and asset management processes.
• Manage small-scale IT projects, reporting, analytics, and implementation activities.

Skills

IT support

Bloomberg terminals

FactSet

CRIMS

Trading systems

Windows

macOS

Office 365

VIP support

ITIL

Documentation

Project coordination

Education

Bachelor's degree

Tools

Microsoft 365 Copilot

Job description

We are seeking a Senior Advanced Technology Support Analyst to join our IT team in San Francisco. The role focuses on hands-on support for financial services environments, trading floors, and executive stakeholders, with duties spanning advanced troubleshooting, VIP support, and driving technology improvements.

Responsibilities include supporting Bloomberg, FactSet, CRIMS, and other market-data/trading apps; managing multi-monitor workstations; and coordinating IT projects and knowledge delivery