Trade Support, Analyst

About the Role

• Play a pivotal role in facilitating and controlling the end-to-end lifecycle of Equity Borrow/Loan activity in North America.
• Partner closely with Front Office, clients, and external counterparties.
• Ensure timely trade processing, accurate collateral management, effective exception resolution, and adherence to regulatory and internal control requirements.

Key Responsibilities

• Perform daily collateral and exposure monitoring, ensuring appropriate margining and timely calls/returns.
• Support end-to-end processing for equity borrow/loan transactions, including settlements, rate changes, corporate action impacts, and lifecycle events.
• Investigate and resolve trade exceptions, breaks, and cash/stock discrepancies; maintain strong ownership of key reconciliations and controls.
• Act as a day-to-day point of contact for Front Office, clients, and external counterparties; escalate issues appropriately and proactively.
• Support regulatory reporting and ongoing control obligations, ensuring accurate, complete, and timely deliverables.
• Partner with KYC, Legal, Credit, and internal stakeholders to support new and incremental client onboarding and maintenance activities.
• Produce daily/weekly metrics for key risk indicators (KRIs) and performance measures; provide clear updates to management.
• Identify opportunities to improve controls, reduce operational risk, and increase efficiency through standardization and use of digital/automation tools.

Requirements & Tech Stack

• Microsoft Excel proficiency.
• Comfort with data analytics and operational tooling (or strong willingness to learn).

Qualifications

• Strong attention to detail with a high degree of accuracy in numeric and process-driven work.
• Clear, professional communication skills with the ability to build effective relationships across diverse internal and external partners.
• Ability to prioritize and deliver under tight deadlines in a fast-paced environment.
• Strong analytical and problem-solving skills, including root-cause analysis for breaks/exceptions.
• Collaborative, team-oriented mindset with accountability and a proactive approach to issue ownership.
• An understanding of how Operations/Middle Office partners with trading, risk, legal, credit, and controls functions.
• Demonstrated commitment to operating within policies, controls, regulatory requirements, and escalation protocols.

Preferred Qualifications:

• Previous experience in Finance industry (operations roles) is preferred.
• Availability to work from 8am to 6pm, with certain days going until 7pm based on daily volumes.