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Fintech • Payments • Financial Services
Support trading operations through trade setup, compliance reporting, and maintenance of trading technologies in a dynamic environment.
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BloombergExcelMS OfficeMorning Star
Fintech • Payments • Financial Services
As a Sr. Analyst in Trade Operations, you will manage trade setups, execution, compliance, and support trading systems while collaborating with multiple business platforms and onboarding brokers.
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BloombergFund Accounting SystemsMS OfficeMorning StarTrade Order Management Systems
Fintech • Payments • Financial Services
The Sr. Analyst will support trade operations, focusing on trade lifecycle tasks including setup, settlement, compliance, and system maintenance.
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BloombergMS OfficeMorning Star
Fintech • Payments • Financial Services
The role supports M&A transaction activities and contributes to FP&A functions, including diligence, financial modeling, revenue reporting, and KPI development.
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ExcelPowerPoint
Fintech • Payments • Financial Services
Support M&A transactions from diligence to integration while contributing to FP&A functions involving revenue reporting and KPI dashboard creation.
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ExcelPowerPoint
Fintech • Payments • Financial Services
Manage daily liquidity across US and international accounts, ensuring funds availability, maintaining banking relationships, and ensuring compliance with regulations.
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Excel
Fintech • Payments • Financial Services
Manage daily liquidity for US and international accounts, maintain bank relationships, ensure regulatory compliance, and collaborate on cash forecasts and reporting.
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Excel
Fintech • Payments • Financial Services
Conduct research on equity strategies, analyze managers, produce research collateral, and interact with investment professionals to support client needs and investment recommendations.
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Evestment AllianceMS OfficeMorningstar Direct
Fintech • Payments • Financial Services
The role involves conducting equity research, analyzing investment options, and collaborating with teams to provide insights and support client portfolios.
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Evestment AllianceMS OfficeMorningstar Direct
Fintech • Payments • Financial Services
The role involves conducting research on equity strategies, analyzing investment managers, and supporting client needs while collaborating with the investment team.
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Evestment AllianceMicrosoft Office ApplicationsMorningstar Direct
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