• Trade Support Analyst

    Insight Global (San Francisco, CA)


    Job Description

    Insight Global is seeking a Trade Support Analyst to join a top financial client. They will be responsible for helping to control the financial risks inherent in securities trading by functioning as liaison between equity securities traders, brokers and custodian banks to ensure all parties are in agreement on trade and settlement details. This resource will determine the cause of mis-matched trades and work with the appropriate parties to bring the trade details into agreement. This will also involve identifying, researching and resolving failed trades

     

    Another key responsibility of this position will require strong project management and excel skills (e.g., vlookups, managing large data sets) to help track existing Trade Support workflows. Beyond tracking, the individual is expected to think strategically and drive transformation by identifying inefficiencies, recommending improvements, and implementing streamlined processes. This position is 3 days a week onsite with compensation based on years of experience ranging anywhere from $30-35/hr.

     

    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 [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

    Skills and Requirements

    • BS/BA degree or higher in accounting, finance, economics, or related field

    • 3+ years of experience in investment operations

    • Experience confirming trades with brokers

    • Experience Monitoring systems for exceptions, resolving trade issues/failures and Matching FX Trades

    • Experience working with oversite models (trade date matching, trade settlements) and CTM (Trade Matching Platform)

    • Strong project management and Excel skills, with the ability to adapt to shifting priorities and timelines

    • Familiar with Trade Lifecycle

    • Strong organizational, multi-tasking, and prioritizing skills to manage competing demands efficiently - Charles River Development platform

     

    - Experience with Tradenexus (formally known as GTSS)