Operations Associate - Trade Analyst

AdvyzonLisle, IL

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Career Development

Job Description

AIM is seeking an Operations Associate –Trade Analyst to support the operational and service needs of our manager traded UMA platform. This individual will serve as a key point of contact for post-trade operational support, manager coordination, trade issue resolution, and day-to-day operational service items related to third party manager trading activity.Responsibilities

Serve as a subject matter expert on manager trading operational workflows, including manager traded UMA activity, post-trade processing, and fixed income trade away processes.
Coordinate with third party managers to resolve trade-related items, including tracking down unreported trades, missing trade details, and operational exceptions.
Take ownership of trade errors, reconciliation breaks, and operational discrepancies by driving timely resolution efforts across managers, custodians, and internal teams while ensuring proper documentation and tracking.
Work closely with custodians and internal partners to resolve trade, reconciliation, settlement, and operational issues impacting platform activity.
Monitor and reconcile trade activity, identify operational discrepancies, and proactively research and resolve exceptions.
Support managers and internal users with platform-related operational, reporting, and technology support requests.
Generate and maintain operational reporting, workflow tracking, and documentation related to manager trading activity and unresolved operational items.
Proactively identify workflow gaps, operational risks, and process improvement opportunities to improve scalability, accuracy, and service delivery.
Partner with internal teams to improve operational efficiency and identify opportunities to leverage automation, AI, and technology enhancements.

Requirements

Strong attention to detail and organizational skills.
Ability to manage multiple operational workflows with accuracy and accountability.
Strong communication skills and ability to professionally interact with managers, custodians, and internal teams.
Strong problem-solving skills with the ability to proactively research and resolve operational issues.
Ability to work independently and thrive in a fast-paced environment.
Basic understanding of trading workflows, post-trade operations, or reconciliation processes within wealth management, TAMP, or financial services environments preferred.
Familiarity with fixed income trade away processes or willingness to learn quickly.
Interest in leveraging technology, automation, and AI to improve operational efficiency and scalability.
Proficiency in Microsoft Office applications, particularly Excel.
A proactive, entrepreneurial mindset with a willingness to learn and grow in a rapidly evolving organization.
Bachelor’s degree required.

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FAQs About Operations Associate - Trade Analyst Jobs at Advyzon

What is the work location for this position at Advyzon?

This job at Advyzon is located in Lisle, IL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Advyzon?

Employer has not shared pay details for this role.

What employment applies to this position at Advyzon?

Advyzon lists this role as a Full-time position.

What experience level is required for this role at Advyzon?

Advyzon is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Advyzon for this role?

Advyzon offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Advyzon?

You can apply for this role at Advyzon either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.