What are the responsibilities and job description for the Operations Associate - Trade Analyst position at Advyzon?
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
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.
- 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.