Trader & Financial Analyst

Trader & Financial Analyst

Our client is seeking a full-time Trader & Financial Analyst to join their Investment Operations team. This hybrid role combines trading execution with private fund oversight, performance reporting, and operational support. The successful candidate will be detail-oriented, technically skilled, and proactive, with the ability to manage complex trading activities and support the firm's investment and operational initiatives.

Trading & Execution

• Execute small-scale trading activities, including : cashiering requests, client buy / sell requests, firm rebalances for under 100 accounts
• Manage large-scale trading activities, including firm rebalances across 500+ accounts, block trades within dozen+ model portfolios
• Apply execution judgment to determine : when to place market orders vs. alternative order types, when to escalate and call in trades to the custodian's risk desk
• Ensure all trading activity complies with SEC rules and internal compliance procedures
• Maintain and reconcile trade activity reports

Private Fund Oversight & Maintenance

Technology & Reporting

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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Skills and Requirements