Trader & Financial Analyst

Job Description

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 :

o Cashiering requests

o Client buy / sell requests

o Firm rebalances for under 100 accounts

o Firm rebalances across 500+ accounts

o Block trades within dozen+ model portfolios

o When to place market orders vs. alternative order types

o When to escalate and call in trades to the custodian’s risk desk

Private Fund Oversight & Maintenance

Technology & Reporting

oBlack Diamond

oBlack Diamond CRM

oProprietary internal systems

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. If you need assistance and / or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy :

Skills and Requirements