Trade Operations Analyst

International private investment management firm headquartered in Boston. 

A Trade Operations Analyst will work as part of a team in a fast-paced, fluid environment where ability to prioritize multiple tasks while experiencing short-term interruptions are highly valued. The incumbent will work independently as well as collaboratively with colleagues around the world. The primary responsibility of a Trade Operations Analyst will be problem-solving and trouble-shooting trade issues.


  • Research and resolve trade and FX discrepancies by interacting with brokers, banks, and the firm's personnel
  • Instruct trades and trade amendments to service providers when necessary
  • Oversee external service providers (i.e. brokers, banks and vendors)
  • Assist with the management and hiring of co-op students and interns
  • Manage strategic projects and initiatives as well as prioritizing information technology needs and requirements
  • Participate in firm and industry working groups
  • Prepare reports for management and internal committees
    • Mitigate risk through strong procedural discipline and prudent judgment
    • Research and evaluate operational requirements of new market/asset types being considered for investment or changes to existing markets
    • Assist other areas of the firm to support client needs and respond to general custody and trading inquiries


  • Minimum 4 years' experience in Investment Operations or Trade Operations
  • Strong understanding of custody workflow
  • Experience with commonly used business applications such as ALERT, OASYS, Bloomberg, Omgeo Connect/CTM, Omgeo TradeSuite and SWIFT will be considered a plus
  • Knowledge of Microsoft Office (Word, Access, Excel) is required and technical skills, such as data mining via SQL, will be viewed favorably

Job ID: 9415

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