Trade Lifecycle Analyst

About the Role

• Play a crucial role in managing the pre- and post-trading life cycle operations.
• Focus on cash movements, funding coordination, and process improvements to enhance operational efficiency.
• Manage operations of pre- and post-trading life cycles across all asset classes.
• Prepare funding for managed demand deposit accounts.
• Coordinate with other business lines to ensure proper funding.
• Apply knowledge of trade lifecycle processes to identify and resolve issues.
• Contribute to process improvements and automation initiatives.
• Actively listen, ask insightful questions, and establish productive relationships with internal stakeholders.
• Manage projects and influence outcomes.
• Develop understanding of market products and emerging technologies.
• Receive regular guidance and support from more experienced professionals.

Key Responsibilities

• Manage cash movements into and out of client accounts, ensuring accurate allocation and reconciliation of funds.
• Collaborate with other business lines to facilitate proper funding, ensuring seamless coordination and communication.
• Contribute to the identification and implementation of process improvements, utilizing knowledge of automation technologies to enhance efficiency.
• Participate in projects related to trade lifecycle operations, assisting in the planning and execution stages to meet set objectives.
• Develop a foundational understanding of market products and regulations, applying this knowledge to daily operations and decision-making processes.
• Adapt to tight deadlines by effectively organizing and prioritizing work, applying a strong logical and analytical mindset.
• Think outside the box and challenge the status quo.

Requirements & Tech Stack

• Baseline knowledge or equivalent expertise in financial markets and understanding of the transaction lifecycle.
• Demonstrated ability to manage cash movements and coordinate with various business lines for proper funding.
• Experience with process improvement methodologies and automation technologies, with a focus on enhancing operational efficiency.
• Ability to establish productive relationships with internal stakeholders, demonstrating beginning proficiency in stakeholder management.
• Familiarity with project management principles, with experience in assisting with project planning and execution.
• Preferred: Proficiency in VBA.
• Preferred: Developing experience using AI-powered analytics, workflow automation, or intelligent process tools.

Qualifications

• Preferred Background: Economics or Industrial Engineering.
• Preferred Experience: Finance industry operations.