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trade support analyst

Strategic Staffing Solutions

<div>
 
 
 Strategic Staffing Solutions client
 
 is a full-service technology consulting and custom software development firm specializing in solutions for the financial services industry. The organization partners with leading global financial institutions to design, build, implement, and support robust trading and investment management systems.
 
 
 
 
 
 As a
 
 Trade Support Analyst
 
 , you will play a key role supporting a leading Order Management System (OMS) platform focused on credit trading workflows. This position blends functional trade support expertise with hands-on technical troubleshooting and configuration work.
 
 
 You will operate at the intersection of trading operations and technology &mdash; partnering directly with traders, compliance, and operations teams to resolve issues, improve workflows, and ensure seamless system performance in a fast-paced capital markets environment. This is an excellent opportunity for a seasoned trade support professional who thrives in high-impact, problem-solving roles.
 
 
 
 
 
 
 Responsibilities
 
 
 <ul>
 <li>
 Provide daily operational support for an OMS platform supporting credit trading workflows (corporate bonds, loans, structured products, etc.).
 </li>
 <li>
 Triage and resolve issues from trading desks, compliance, and operations users during market hours.
 </li>
 <li>
 Investigate and remediate trade reconciliation breaks between OMS and downstream systems.
 </li>
 <li>
 Respond to user inquiries regarding trade exceptions, system functionality, and data discrepancies.
 </li>
 <li>
 Perform system configuration tasks (e.g., modifying views, adding columns, user setup).
 </li>
 <li>
 Write SQL queries for data extraction, analysis, troubleshooting, and reporting.
 </li>
 <li>
 Support front-to-back trade lifecycle processes and data flows.
 </li>
 <li>
 Document issue resolutions and maintain operational runbooks and support documentation.
 </li>
 </ul>
 
 
 
 
 
 Requirements
 
 
 <ul>
 <li>
 Minimum 5 years of experience in capital markets operations, trade support, or related roles.
 </li>
 <li>
 Strong understanding of credit trading workflows, including corporate bonds, loans, and structured products.
 </li>
 <li>
 Hands-on experience with at least one industry-standard Order Management System (e.g., Charles River, Aladdin, Bloomberg AIM, Eze, SimCorp, or similar).
 </li>
 <li>
 Deep knowledge of the full trade lifecycle and front-to-back office data flows.
 </li>
 <li>
 Experience supporting traders, portfolio managers, compliance, and operations teams (buy-side preferred; sell-side acceptable).
 </li>
 <li>
 Strong SQL proficiency with the ability to write queries for data extraction, analysis, troubleshooting, and configuration.
 </li>
 <li>
 Knowledge of XML/XSLT/XPath.
 </li>
 <li>
 Advanced Excel skills for data analysis and reconciliation.
 </li>
 <li>
 Comfortable troubleshooting Windows-based trading applications.
 </li>
 <li>
 Development experience or familiarity with programming languages is a plus.
 </li>
 <li>
 Strong problem-solving skills with the ability to work under pressure during trading hours.
 </li>
 <li>
 Excellent communication skills with both technical and non-technical stakeholders.
 </li>
 <li>
 Self-motivated, detail-oriented, and able to work independently in a regulated environment.
 </li>
 </ul>
 
 
 
 
 
 Offer
 
 
 <ul>
 <li>
 Contractor engagement (C2C).
 </li>
 <li>
 Competitive hourly compensation: $85&ndash;$110/hour based on experience and qualifications.
 </li>
 <li>
 High-impact role within a leading financial technology environment.
 </li>
 <li>
 Hybrid work model: Minimum 3 days per week in-office in New York
 </li>
 <li>
 Applicants must have authorization to work in the United States.
 </li>
 </ul>
 
 
</div>

Trade Support Analyst

Nomura

<div>
 Job description:
 
 
 Corporate Title: AnalystDepartment: FinanceLocation: New YorkThe pay range for this position at commencement of employment is expected to be between $80K and $90K/year* (see below footnote for&nbsp;additional&nbsp;compensation and benefits information).&nbsp;
 
 
 
 
 Company overview
 
 
 
 Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East &amp; West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit&nbsp;www.nomura.com.
 
 
 &nbsp;
 
 
 Aon&rsquo;s Benefit Index&reg;, Nomura&rsquo;s benefits
 
 rank
 
 
 #1
 
 amongst our competitors
 
 
 &nbsp;
 
 
 
 Department Overview:
 
 
 
 MBS Middle Office department.
 
 
 
 &nbsp;
 
 
 
 
 Role Description / Areas of responsibility:
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Support MBS trading desk by managing the full lifecycle of trades encompassing non-agency MBS, CLO, TRS and interest rate products.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Person will need to partner closely with Sales, Trading, Product Control, Settlements and other desks to resolve trade discrepancies in a timely fashion.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Calculate and provide daily P&amp;L and risk to business partners as well as senior management.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Use of BBG lookups for factor and static data discrepancies a plus.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Willingness to go the extra mile.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Understanding of FINRA TRACE reporting and TMPG marginging for MBS products as it relates to securitized products a plus.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Analyze and resolve DK&rsquo;s and fails to minimize risk to firm.
 
 
 &nbsp;
 
 
 
 Skills, experience, qualifications and knowledge required:
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1+ years of experience
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Bachelor&rsquo;s degree in finance or similar
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Good attention to detail
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Series 99 or willingness to obtain
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Strong Excel Skills
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Light VBA a plus
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 Applicants for this position in the Finance Division of NHA must be currently authorized to work for any employer in the United States. The Finance Division is not sponsoring or taking over sponsorship of employment visas for this position at this time.&nbsp;
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 
 Nomura Leadership Behaviors&nbsp;
 
 
 
 &nbsp;&nbsp;
 
 
 
 Explore Insights &amp; Vision
 
 
 &nbsp;
 
 
 <ul>
 <li>
 Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.&nbsp;
 </li>
 </ul>
 
 
 Making Strategic Decisions
 
 
 &nbsp;
 
 
 <ul>
 <li>
 Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.&nbsp;
 </li>
 </ul>
 
 
 Inspire Entrepreneurship in People
 
 
 &nbsp;
 
 
 <ul>
 <li>
 Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.&nbsp;
 </li>
 </ul>
 
 
 Elevate Organizational Capability
 
 
 &nbsp;
 
 
 <ul>
 <li>
 Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.&nbsp;&nbsp;
 </li>
 </ul>
 
 
 Inclusion&nbsp;
 
 
 &nbsp;
 
 
 <ul>
 <li>
 Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).&nbsp;
 </li>
 </ul>
 
 &nbsp;
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 *base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 If hired, employee will be in an &ldquo;at-will position&rdquo; and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors&rdquo;.
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 &nbsp;
 
 
 Nomura is an Equal Opportunity Employer
 
 
 &nbsp;
 
 
 &nbsp;
 
</div>

MBS Trade Support Analyst

Dexian

<div>
 
 
 
 Apply today and start to build an exciting career with a fortune 100 Corporate Investment Bank!
 
 
 
 
 
 
 
 
 
 DESCRIPTION
 
 
 
 
 Wholesale Lending Services (WLS), an area within the Commercial Bank (CB), provides a controlled, efficient environment for executing the bank&rsquo;s syndicated loan business in a client focused and cost effective manner. Delaware Wholesale Loan Ops is the component within the broader organization that focuses on providing operational support for the many businesses involved with the syndicated loan product. This includes but is not limited to credit trading, IB Risk and Syndicated and Leveraged Finance, all of which have a global presence and are supported out of the Delaware Operations hub.
 
 
 
 
 
 
 
 
 RESPONSIBILITIES
 
 
 
 
 &bull; Support the servicing of complex and non-standard loan products that require extra diligence and critical thinking.
 
 
 &bull; Communicate frequently with the various front and middle offices to ensure seamless support of the business.
 
 
 &bull; Work closely with Financial and Product control to ensure accurate reflection of month end income/P&amp;L.
 
 
 &bull; Action all scheduled and unscheduled loan activity on a daily basis.
 
 
 &bull; Monitor and investigate cash and other exceptions such as past due loans, payable &amp; receivable balances, and other items that pose financial risk to the firm.
 
 
 &bull; Manage clients borrowing bases to accurately determine how much the firm is willing to lend to them.
 
 
 &bull; Perform daily reconciliation between clients cash and position reporting to accurately capture the value of portfolios.
 
 
 
 
 
 
 
 
 QUALIFICATIONS
 
 
 
 
 &bull; 1-3 years of experience in Financial Services/Banking
 
 
 &bull; Proficiency with Microsoft Office Suite (Excel: Pivot Tables, ability to analyze large data sets)
 
 
 &bull; Knowledge of Commercial OR Corporate Loan products -OR- trading operations is a PLUS
 
 
 &bull; Loan IQ experience is a PLUS
 
 
 &bull; Bachelor's degree in Finance, Business, Math, Computer Science, or Engineering
 
 
 
 
 
 
 Soft skills
 
 :
 
 
 &bull; Strong analytical, technical &amp; problem-solving skills
 
 
 &bull; Effective, adaptable, &amp; professional communication / interpersonal skills
 
 
 &bull; Strong attention to detail, quality &amp; accuracy
 
 
 &bull; Demonstrated leadership abilities and strong teamwork skills
 
 
 &bull; Control Oriented
 
 
 &bull; Prioritize workload efficiently
 
 
 &bull; Results driven
 
 
 
 
 
 
 
 
 
 
 
 
 Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
 
 
</div>

Mondrian Alpha

<div>
 
 A very well-established global multi-strategy hedge fund managing is hiring into its trade support / middle office team in New York as part of continued growth across the platform.
 
 
 
 
 
 This is a highly desk-facing role, embedded directly with Portfolio Managers and operating very much as a trader assistant function. PMs trade their own books and rely on this team for real-time support across live trading activity, trade booking and flow queries, P&amp;L and risk, corporate actions, and lifecycle events &mdash; offering genuine proximity to trading and markets.
 
 
 
 
 
 The firm has a substantial track record of consistent performance, with positive returns every year since launch and double-digit returns again last year. It has hired multiple new PMs in recent years and continues to invest heavily in systems, automation, and front-to-back infrastructure. The role offers broad exposure across derivatives strategies and asset classes, with meaningful responsibility from day one.
 
 
 
 
 
 The culture is flat, and extremely collaborative, with a strong focus on internal development and long-term retention. There is no separate TA team &mdash; this group provides that coverage, avoiding pigeonholing and offering wide exposure across the fund.
 
 
 
 
 
 The role will pay a strong performer up to a $250k TC year one, one of the most generous benefits packages in the hedge fund space and the possibility to WFH 1 day per week.
 
</div>

Trader Assistant - Multi Strategy Hedge Fund - $250k+ TC - WFH Flex

<div>
 
 A globally renowned multi-billion-dollar hedge fund is looking to make a newly created hire for a Loans Trade Support / Middle Office position within their US Credit business in New York.
 
 
 
 
 
 The firm is widely regarded as one of the most successful hedge fund launches of the last decade, with exceptional performance and a strong emphasis on collaboration, innovation, and internal progression. They operate a professional but non-hierarchical culture, offer excellent work-life balance relative to the industry, and provide catered breakfast and lunch daily alongside a comprehensive benefits package.
 
 
 
 
 
 This role sits directly with the investment team and will be the dedicated Loans trade support professional for the US business, taking full ownership of front-to-back loan trade support and middle office responsibilities. The position is highly visible, working closely with Portfolio Managers, Traders, and outsourced providers, and will also play a role in supporting the firm&rsquo;s expanding CLO platform. Beyond BAU, the role includes involvement in buildout initiatives, new product launches, and process improvement projects, with the opportunity to develop more advanced technical skills over time.
 
 
 
 
 
 The firm offers a highly competitive base salary and a strong discretionary bonus (Expected total comp is up to $300k year one). They are also known for excellent long-term career progression, with clear pathways into trading assistant, investment, and broader business roles.
 
</div>

Trade Support (Loans Trading Desk) - Global Hedge Fund - $300k TC

Sumitomo Mitsui Trust Bank Limited New York Branch

<div>
 
 
 This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week.
 
 
 
 
 
 
 This is an entry-level credit analyst role for Assistant Officer level candidates.
 
 
 
 
 
 
 About the Bank
 
 
 
 
 Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.
 
 
 
 
 
 
 
 Department Overview
 
 
 
 The Americas Division (&ldquo;AD&rdquo;) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (&ldquo;SMTBNY&rdquo;) to perform corporate functions and supervise U.S. entities. Established under the AD are the &ldquo;Global Banking Unit (&ldquo;GBU&rdquo;), Americas Division&rdquo; and &ldquo;Global Markets Unit (&ldquo;GMU&rdquo;), Americas Division&rdquo; which performs business functions. The Specialty Finance Department (&ldquo;SFD&rdquo;) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance and Aviation.
 
 
 
 
 
 
 Your Role Overview:
 
 
 
 Responsible for credit evaluation and deal maintenance for Trade &amp; Commodity Finance and Aviation. The analyst would be involved in all facets of this team&rsquo;s coverage, with a focus on underwriting and monitoring activities, with exposure to origination and structuring activities.
 
 
 
 
 
 
 Your Duties and Responsibilities
 
 
 <ol>
 <li>
 Reviews potential assets in assigned products/industries, prepares detailed credit memos and credit applications and makes investment recommendations, based upon a comprehensive financial and qualitative analysis.
 </li>
 <li>
 Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management.
 </li>
 <li>
 Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity.
 </li>
 <li>
 Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities.
 </li>
 <li>
 Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated.
 </li>
 <li>
 May support deal structuring activities.
 </li>
 <li>
 Performs other duties and responsibilities as assigned by management.
 </li>
 </ol>
 
 
 
 
 
 Your Qualifications:
 
 
 <ol>
 <li>
 Bachelor&rsquo;s degree in Finance or Economics or equivalent with 0-2 years related experience.
 </li>
 <li>
 Good knowledge of finance and basic accounting.
 </li>
 <li>
 Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies.
 </li>
 <li>
 Basic knowledge of corporate finance transactions.
 </li>
 <li>
 Basic knowledge of loan markets.
 </li>
 <li>
 Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) and some modeling capabilities.
 </li>
 <li>
 Excellent oral and written communication skills.
 </li>
 </ol>
 
 
 
 
 
 
 
 
 Why you should join SuMi Trust:
 
 
 
 
 SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.
 
 
 <ul>
 <li>
 
 The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.
 
 </li>
 <li>
 
 We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.
 
 </li>
 </ul>
 
 Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny
 
 
 
 
 
 
 
 
 We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application
 
 
 
 
</div>

Credit Analyst - Specialty Finance

Lenox Advisors

<div>
 
 PORTF014590_4
 
 
 
 Who We Are
 
 
 
 Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We&rsquo;re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
 
 
 
 
 
 
 Job Summary
 
 
 
 The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client&rsquo;s current portfolio, reviewing wealth management analyses, and making asset allocation recommendations. The Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. One of the main purposes of this role is to give Asset Managers and Advisors (Relationship Managers) valuable analysis and insights into prospects and existing client portfolios in order to assist in pitches and reviews via our portfolio analysis and planning software. The analyst therefore plays a valuable role in indirectly gathering assets and maintaining healthy client relationships. They provide value to the client through their work in establishing appropriate asset allocations and identifying weaknesses and or strengths in their investment portfolios (whether they are invested with us or not). In addition, the Portfolio Analyst is the main point of contact for operationalizing our analysis and due diligence software while providing secondary coverage to managed and brokerage portfolio trades. This role requires keen attention to detail and must be comfortable speaking to internal and external clients. In this capacity, the analyst is responsible for trade execution and trade strategy. The role also requires maintaining and updating software and programs used by the asset management team.
 
 
 
 
 
 Must live near one of the following Lenox offices:
 
 
 
 
 
 Pleasant Hill, CA
 
 
 Los Angeles, CA
 
 
 Stamford, CT
 
 
 Chicago, IL
 
 
 New York, NY
 
 
 Springfield, MA
 
 
 Hunt Valley, MD
 
 
 
 
 
 
 Job Accountabilities
 
 
 <ul>
 <li>
 Participating member of the firm&rsquo;s Investment Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Annuity Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Complex Product Committee
 </li>
 <li>
 Contributing member of large (up to 150 participants) market update and training calls
 </li>
 <li>
 Analyzes performance, style, and risk measures for investment portfolios.
 </li>
 <li>
 Reviews client&rsquo;s account(s) and prepares portfolio reviews at the request of Relationship Managers and Asset Managers. This includes portfolio review, portfolio observation write-ups, reinvestment analysis to show before and after strategy implementation and Monte Carlo simulations.
 </li>
 <li>
 Recommends manager selections within managed accounts and variable annuities
 </li>
 <li>
 Evaluates client&rsquo;s outside accounts to make proper asset allocation recommendations
 </li>
 <li>
 Uses software tools to analyze clients&rsquo; outside accounts and current portfolio for proper allocation recommendations. Software tools include, Y:Charts, Right Capital, eMoney, Excel, Morningstar Annuity, Envestnet and Tamarac
 </li>
 <li>
 Fidelity Institutional Trading platforms (Wealthscape). Security, Debt &amp; Fund order entry
 </li>
 <li>
 Create &ldquo;portfolio observations&rdquo; for clients that bullet point questionable investment strategies within their overall portfolio and recommendations to better suit clients investment objective
 </li>
 <li>
 Performs due diligence on portfolio managers available within our broker/dealer to decide which will best fit the client&rsquo;s needs and documents all due diligence conversations of the IC
 </li>
 <li>
 Keeps abreast of current market conditions and changes through vendor conference calls and market outlooks
 </li>
 <li>
 Provides analysis of new and existing vendors and reviews possible software and technology enhancements
 </li>
 <li>
 Continuously maintain and update software in order that data consistently stays up to date with ever-changing market environments. Coordinate research and delivery of annual updates to capital market assumptions from Lenox Asset Management Committee and various external analyst desks, ensuring that data is then updated across platforms
 </li>
 <li>
 Assists Sr. Analysts, SVP of Asset Management, and Operations on special projects
 </li>
 <li>
 Act as one of the firm&rsquo;s lead traders for unmanaged full-service brokerage accounts, while consistently maintaining managed trading readiness
 </li>
 <li>
 Maintain and update strategic model portfolios in Right Capital, rooted in firm&rsquo;s capital market assumptions
 </li>
 <li>
 Provide ongoing support to newly developed investment and variable annuity solutions.
 </li>
 </ul>
 
 
 
 
 
 Job Competencies
 
 
 
 Required Knowledge
 
 <ul>
 <li>
 Experienced with broad asset class categories such as equity, fixed income and alternative investments
 </li>
 <li>
 Experienced with broad range of investment vehicles: open and closed ended funds, private offerings, process and event driven alternatives, and separately managed accounts
 </li>
 <li>
 Knowledge of applicable industry regulation and practices and competitors
 </li>
 <li>
 Writing and delivering attribution analyses
 </li>
 <li>
 Ability to converse directly on capital markets and economic fundamentals
 </li>
 <li>
 Experienced with due diligence reviews of money manager solutions
 </li>
 <li>
 Variable annuity solutions and optional riders
 </li>
 </ul>
 
 
 
 
 
 Required Skills/Abilities
 
 
 <ul>
 <li>
 Advanced time management skills
 </li>
 <li>
 Understanding of the regulatory regime (SEC, FINRA, DOL, IRS) which covers the business enterprise
 </li>
 <li>
 Able to think strategically and ask probing questions with confidence
 </li>
 <li>
 Excellent listening, communication and presentation skills
 </li>
 <li>
 Documentation skills and note taking acumen
 </li>
 <li>
 Willingness to be mentored by multiple parties in leadership and client portfolio management
 </li>
 <li>
 Prior experience with portfolio accounting, order or trading, billing, compliance, reporting, performance or CRM systems
 </li>
 <li>
 Recommend improvements to systems that drive operational efficiencies
 </li>
 </ul>
 
 
 
 
 Required Behaviors/Attitudes
 
 <ul>
 <li>
 Possess an intellectual curiosity about the capital markets and economy
 </li>
 <li>
 Fosters atmosphere of learning
 </li>
 <li>
 Possess an intellectual curiosity about the business
 </li>
 <li>
 High degree of organizational skills
 </li>
 <li>
 Understanding dependencies and project sequencing
 </li>
 <li>
 Results, delivery oriented
 </li>
 <li>
 Possesses a guardian instinct; protect the firm
 </li>
 <li>
 Communication is crisp, flat and often
 </li>
 <li>
 Team oriented; Demonstrates a service attitude
 </li>
 <li>
 Collaborative work style and commitment to get the job done
 </li>
 <li>
 Maintaining positive working environment
 </li>
 <li>
 Proactive; Self-Starter
 </li>
 <li>
 Demonstrates a service attitude
 </li>
 <li>
 Strives for Operational excellence
 </li>
 <li>
 Drive mindset that change is our competitive advantage
 </li>
 </ul>
 
 
 
 
 
 Education/Experience/License Requirements:
 
 
 <ul>
 <li>
 4-year college degree
 </li>
 <li>
 5 years of broad financial services background or general portfolio management experience
 </li>
 <li>
 Client facing communication a plus
 </li>
 <li>
 Series 7 required
 </li>
 <li>
 Series 66 preferred (will need to obtain)
 </li>
 <li>
 Life &amp; Health
 </li>
 <li>
 CFA, CFP or CIMA a plus
 </li>
 </ul>
 
 
 
 
 
 What We Offer:
 
 
 
 We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
 
 
 The base salary range for this position is $85,000.00 &ndash; $117,000.00 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
 
 
 
 
 
 
 NFP and You... Better Together!
 
 
 
 
 NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
 
 
 
 
</div>

Portfolio Analyst

Explore 969+ Trade support analyst in New York this March. Find roles across top companies and apply now to boost your career.

969 trade support analyst jobs In New York

Trade Support Analyst

MBS Trade Support Analyst

Trade Support Analyst

Trader Assistant - Multi Strategy Hedge Fund - $250k+ TC - WFH Flex

Trade Support (Loans Trading Desk) - Global Hedge Fund - $300k TC

Credit Analyst - Specialty Finance

Portfolio Analyst