Trade Lifecycle Analyst

Overview

In this role, you will manage pre- and post-trading lifecycle operations with a focus on cash movements and funding for client accounts. You will work across multiple lines to ensure proper funding, identify issues, and contribute to process improvement and automation efforts. Collaborating with internal stakeholders, you’ll plan and execute projects while adapting to tight deadlines. You’ll develop your understanding of market products and regulations, supporting daily operations and decision making. This role offers growth through guidance from experienced professionals and exposure to emerging technologies that drive efficiency and impact.

Responsibilities

• Manage cash movements into and out of client accounts with accurate allocation and reconciliation
• Coordinate with other business lines to ensure proper funding and seamless communication
• Identify and implement process improvements leveraging automation technologies
• Participate in projects related to trade lifecycle operations, supporting planning and execution
• Develop foundational understanding of market products and regulations for daily operations
• Adapt to tight deadlines with strong organization, analytical thinking, and willingness to challenge the status quo

Key requirements

• Baseline knowledge of financial markets and transaction lifecycle
• Experience managing cash movements and funding coordination
• Familiarity with process improvement methodologies and automation technologies
• Ability to build productive relationships with internal stakeholders and assist with stakeholder management
• Familiarity with project management principles and project planning/execution

• Active listening
• Stakeholder management
• Analytical mindset
• VBA
• Automation technologies
• AI-powered analytics

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