Client & Trading Success Analyst

Posted 5 Hours Ago
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New York, NY
Hybrid
Entry level
Fintech • Information Technology • Payments • Software • Financial Services
The Role
As a Client & Trading Success Analyst at Trumid, you will manage client trading relationships, provide solutions for bond trading, reconcile positions, administer reference data, and respond to client inquiries. The role requires strong attention to detail and exceptional communication skills, with a focus on optimizing client experiences.
Summary Generated by Built In

About us.

Trumid is a dynamic fintech revolutionizing the landscape of fixed income trading. With intelligent, easy-to-use, electronic solutions, we are rapidly growing and seeking exceptional talent to help redefine the boundaries of technology and finance.

Founded in 2014 by a team of fixed income market experts, Trumid has quickly become one of the top three corporate bond e-trading platforms in the U.S. Today, over 1,300 traders from an extensive and expanding client network of 890+ buy-and sell-side institutions transact on Trumid monthly.

With a rich history of innovation and a unique ability to innovate at scale, we collaborate closely with our clients, iterating quickly toward optimal solutions. With market share and client engagement at all-time highs and our pace of product development faster than ever, this is an exciting and transformative time at Trumid.

Our business model thrives on participation, and so does our company culture. We rely on every team member’s contribution to help us accomplish our goals. To succeed at Trumid, you must be curious, passionate about your craft, ambitious, collaborative, and driven.

The opportunity.

The Client and Trading Success team is a key part of Trumid’s commercial business and responsible for finding solutions for our clients and Trumid’s sales, product, and technology teams. The team is focused on providing the best user experience for clients throughout the trade cycle ensuring Trumid remains an important partner in the marketplace. Managing risk is top of mind throughout our expanding business and both technical and business knowledge of the trading industry is instrumental to our success. The Client & Trading Success Analyst will be a self-starter and tasked with driving continuous improvement within the team and key trading partners. The ideal candidate has a dynamic personality and is a confident communicator and will work towards securing a Series 7 license within the first 4 months of employment.

  • Provide client solutions for US Corporate and EM bond trading across all Trumid protocols
  • Manage client trading relationships through the full trade life cycle
  • Manage dealer relationships for trades in Trumid’s disclosed protocols
  • Reconcile positions and PNL with intermediaries and clients
  • Supervise account and user data information within the trading system
  • Administer fixed income instrument reference data
  • Monitor FINRA TRACE for trade breaks with counterparties
  • Monitor and respond to client inquiries through email and Bloomberg IB

About you.

  • 0-3 years of experience working in trading or finance
  • Bachelors degree in Business, Finance, Accounting, Economics or related field
  • Successful completion of the SIE (Securities Industry Essentials) Exam strongly preferred
  • Action oriented, strong attention to detail and exceptional organizational skills with a focus on clients and relationships
  • Highly adept with Microsoft Excel; ability to work through large datasets, build formulas and create pivot tables
  • Understanding of US corporate bond market trading including conventions, reference data inputs, trade economics, and settlement calculations
  • Exceptional interpersonal skills to communicate with both Trumid clients and with internal partners 
  • Entrepreneurial spirit, enthusiasm for FinTech with desire for continuous learning to expand knowledge of financial markets and fixed income products

Employee benefits.

  • Highly competitive compensation
  • Fully paid medical, dental and vision coverage
  • Daily in-office lunch stipend
  • Team-oriented and collaborative company culture
  • Lively and dynamic office space with fully stocked kitchen

In compliance with New York City Pay Transparency Law, the base salary range for this role in New York City is between $70,000 - $90,000. This range does not include discretionary bonus or other forms of compensation or benefits offered in connection with this job. Several factors are considered when determining a candidate’s compensation.

Trumid is an equal opportunity employer.

Top Skills

Excel

What the Team is Saying

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The Company
HQ: New York, NY
153 Employees
Hybrid Workplace
Year Founded: 2014

What We Do

Building tomorrow’s credit trading network.

We’re a rapidly growing fintech bringing leading-edge technology and product design to corporate bond trading. With a start-up mentality, we’re constantly innovating and advancing, remaining nimble and agile as we grow. We combine market expertise with a diversity of thinking - experiences, backgrounds, and opinions from a variety of industries collaborating to drive innovation and bring ideas to life.

Our business model thrives on participation and connection, and so does our culture. We find joy in solving problems and working together towards common goals. Passionate, curious, and ambitious with a sense of fun? We’d love to hear from you. Visit us at www.trumid.com

Why Work With Us

Our business model thrives on participation and connection, and so does our company culture. We believe in collaborative innovation and solving for fun. Working together to achieve common goals and finding joy in pushing into unexplored areas and new ways of thinking.

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Trumid Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We embrace flexible and distributed working philosophies. Based on the position, we offer options for fully remote, hybrid, or in our New York office.

Typical time on-site: Flexible
HQNew York, NY
London, GB
Learn more

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