Trade Lifecycle Analyst

Role overview

Job 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 and communication.
• Contribute to process improvements using automation technologies.
• Participate in projects related to trade lifecycle operations, including planning and execution.
• Develop a foundational understanding of market products and regulations for daily operations.
• Organize and prioritize work under tight deadlines using logical and analytical thinking.

Required qualifications

• Baseline knowledge or equivalent expertise in financial markets and transaction lifecycles.
• Demonstrated ability to manage cash movements and coordinate with business lines for proper funding.
• Experience with process improvement methodologies and automation technologies.
• Ability to establish productive relationships with internal stakeholders.
• Familiarity with project management principles and project planning and execution.

Preferred qualifications

• Strong analytical and problem-solving skills.
• Background in Economics or Industrial Engineering.
• Experience in finance industry operations.
• Proficiency in VBA.

About the team