What are the responsibilities and job description for the Trade Analyst position at Webull Financial?
Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.
About The Role & Team
We are looking for a dedicated team player to join our trade operations team in our New York Operations as a Trade Analyst. This role encompasses the full life cycle of a trade, which consists of monitoring client placement, internal and external order management systems, as well as orders out to the market center.
In This Role, You Will
Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.
Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:
EEOC Statement
Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.
About The Role & Team
We are looking for a dedicated team player to join our trade operations team in our New York Operations as a Trade Analyst. This role encompasses the full life cycle of a trade, which consists of monitoring client placement, internal and external order management systems, as well as orders out to the market center.
In This Role, You Will
- Respond to any trade related issues that clients may encounter
- Monitor our order management systems
- Cover off-peak hours to support our global teams and expanded trading hours
- Identify any issues and resolve them in a timely manner
- Place trades for reps and our omni team in qualifying circumstances
- Identify deficiencies in our current processes & systems and working towards fixing/optimizing them
- Participate in tests of new trade features through UAT environment
- Reach out to our vendors for any trade related issues that arise
- Assist our U.S. team and our global branches with any ad hoc trade related inquiries
- Ensure our trade routes are flowing properly
- Monitor incoming order flow that may breach internal risk controls
- 1–2 years of relevant industry experience
- SIE (Preferred or ability to take within 3 months of hire)
- Strong writing and documentation skills
- Solid understanding of financial instruments and derivatives
- Ability to act quickly, decisively, and accurately under pressure
- Strong interest in financial markets and economic trends
- Clear and effective communication skills, both internally and externally
- Professional demeanor; reliable and dependable
- Proficiency in Excel
- Series 7 (Preferred or ability to take within 3 months of hire)
- Ability to take Series 57 within a timely manner (within 6 months of hire)
Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.
Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:
- Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
- Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
- Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
- Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
- Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
- Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
EEOC Statement
Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.