Trading & Investment Operations Analyst, Investments
$90,000–$90,000 year
On-siteMorristown, New Jersey, United States
Morristown, New Jersey, United StatesOn-siteFull Time$90,000–$90,000 yearInvestment ServicesSmall
Full TimeSmallInvestment Services
Job Summary
Execute daily trade reconciliation for equities and fixed income securities while overseeing investment liquidity and maintaining trading model exposure. Manage fund administrator relationships for equity, hedge fund, and private equity portfolios, driving monthly reconciliation and cash movements. Monitor daily and monthly performance, entering benchmark data and supporting separately managed account strategies. Develop custodian relationships and provide market performance updates to the Investment Committee. Leverage AI and LLM tools to automate processes and scale responsibilities.
Required Qualifications
- Bachelor's degree
- 1-4 years of relevant experience in trading or fund administration
- Exceptionally strong attention to detail and ability to adhere to, and improve processes
- Ability to manage multiple tasks while meeting deadlines
- Strong interest in financial markets, economics, and the investment industry
- Strong organizational, time management, and written/oral communication skills
- Process-driven and proactive with excellent problem solving and analytical skills
- Experience with Microsoft Office, particularly Excel and PowerPoint
- Bloomberg
- Orion/Eclipse
- Pitchbook
- YCharts
- AI and LLM proficiency and proactivity to develop and apply AI automation to help scale responsibilities
- Passion for investing
- Strong sense of curiosity and inquiry in markets and investing
- Excellent ability to prioritize tasks, meet deadlines, and efficiently allocate time for maximum productivity
- Ability to effectively handle multiple tasks simultaneously, maintaining high performance and attention to detail
- Ability to synthesize large sets of dynamic information and provide actionable insights with conviction and analytical rigor
- Ability to effectively convey complex financial and technical information and ideas, clearly and persuasively through both written and spoken mediums
- Ability to work cooperatively with others, leveraging diverse skills and perspectives to achieve common goals and produce collective results
- Ability to identify, analyze, and develop effective solutions for complex and challenging issues using critical thinking and creativity
- Ability to assess tasks based on importance and urgency, effectively allocate time to successfully complete the task accurately and on time
- Must be able to remain in a stationary position 50% of the time
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- The ability to communicate information and ideas so others will understand
- Must be able to exchange accurate information in these situations
- Morristown, NJ (preferred)
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.