Trading Analyst - Chicago, IL

The Mather Group; Chicago (IL); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Job summary

The Mather Group in Chicago, IL seeks a Trading Analyst to support investment operations, portfolio management, and trading execution across equities, ETFs, and fixed income, with money movement, model analysis, and portfolio reporting.

Hybrid full-time role with 1–3 years of experience; Bachelor’s in Finance or Economics preferred. Reports to Frank Pecucci; salary range is $65,000–$70,000 and requires strong analytical skills and attention to detail in a fast-paced environment.

Qualifications

• Bachelor's Degree in Finance or Economics preferred
• 1-3 years’ experience required
• Excellent analytical and quantitative skills
• High attention to detail
• Ability to work well under pressure in a fast-paced environment
• Self-motivated and proactive team player

Responsibilities

• Manage daily trading activity (Equities, ETFs and Fixed Income) and account maintenance within investment policies/guidelines
• Execute complex investment strategies using advanced rebalancing software
• Monitor cash balances and drift reports of managed portfolios
• Maintain accurate portfolio accounting for all clients and trading systems
• Ensure smooth account transitions and accurate implementation of investment decisions
• Collaborate with internal departments to support operations and committees
• Assist with report generation
• Ensure compliance with FINRA, SEC and internal policies

Job description

The Trading Analyst plays a critical role in supporting the firm’s investment operations and portfolio management activities. This position is responsible for portfolio trading and execution, money movement, model analysis, and portfolio reporting, while closely monitoring portfolio performance and risk exposures. The Trading Analyst will also support back-office operational processes and actively utilize portfolio management and trading systems to ensure accuracy, efficiency, and compliance. Acting independently within established investment policy guidelines, this role requires strong analytical judgment and the ability to manage complex portfolios in a fast-paced, detail-oriented environment.

Specific Role Responsibilities

• Manage daily trading activity (Equities, ETFs and Fixed Income) and account maintenance, following investment policies/guidelines and within designated portfolio models
• Execution of complex investment strategies using advanced rebalancing software
• Monitor cash balances and drift reports of managed portfolios
• Maintain accurate portfolio accounting for all clients and accounts and trading system across all areas of the firm
• Ensure smooth account transition process and accurate implementation of investment decisions, working closely with various internal departments
• Monitor cash balances and drift reports of managed portfolios
• Work in partnership to support internal departments and committees
• Assist with report generation
• Ensure compliance with FINRA, SEC and other governing entities, as well as internal compliance policies and procedures
  

Desired Experience

• Bachelors Degree in Finance or Economics preferred
• 1-3 years’ experience required,
• Previous experience as a Trading Analyst and/or extensive industry experience preferred
• Excellent analytical and quantitative skills
• High attention to detail
• Ability to work well, under pressure in a fast-paced environment
• Self-motivated and proactive team player
  

Role Information

• Status: Full-Time (Hybrid)
• Location: Chicago, IL
• Salary Range: $65,000 - $70,000
• Reports to: Frank Pecucci
  

Featured Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Tuition assistance

Requirements added by the job poster

• Bachelor's Degree
• 1+ years of work experience with Attention to Detail