• Trader & Financial Analyst

    Insight Global (Tredyffrin, PA)


    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

    • Manage large-scale trading activities, including:

    o Firm rebalances across 500+ accounts

    o Block trades within dozen+ model portfolios

    • Apply execution judgment to determine:

    o When to place market orders vs. alternative order types

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

    • Ensure all trading activity complies with SEC rules and internal compliance procedures

    • Maintain and reconcile trade activity reports

    Private Fund Oversight & Maintenance

    •Assist in due diligence and research for prospective private fund investments

    •Maintain documentation, reporting, and regulatory files for active private fund holdings

    •Manage and update private fund data and transactions in Black Diamond Reporting, ensuringaccuracy and integration with portfolio performance

    •Collaborate with Legal/Compliance to ensure fund documentation and operations are current

    Technology & Reporting

    •Become an expert in the firm’s technology platforms, including:

     

    oBlack Diamond

     

    oBlack Diamond CRM

    oProprietary internal systems

    •Manage and refine use of “Frank,” the firm’s custom Excel-based tool for investment proposalsand performance illustrations

    •Provide accurate, timely performance reporting for client portfolios

     

    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

    •Bachelor’s degree in Finance, Economics, or related field required

    •5+ years of experience in trading, investment operations, or financial analysis (RIA, asset management, or brokerage preferred)

    •Familiarity with custodians (Charles Schwab, Fidelity, Interactive Brokers)

    •Experience with account aggregation and reporting platforms (Black Diamond strongly preferred)

    •Knowledge of SEC trade compliance rules and best