Trade Support Analyst (11-Month Contract) Job at Insight Global, Milwaukee, WI

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  • Insight Global
  • Milwaukee, WI

Job Description

ocation: 3 Days a week onsite-San Fran, Boston or Milwaukee

Position: Trade Support Analyst

Openings: 1

Length: . 11 month

Start Date : 6/23

Interview Process: 1 and done- Have times for Monday and Tuesday

Day To Day:

Insight Global is seeking a Trade Support Analyst to join a top financial client. They will be responsible for helping to control the financial risks inherent in securities trading by functioning as liaison between equity securities traders, brokers and custodian banks to ensure all parties are in agreement on trade and settlement details. This resource will determine the cause of mis-matched trades and work with the appropriate parties to bring the trade details into agreement. This will also involve identifying, researching and resolving failed trades

Another key responsibility of this position will require strong project management and excel skills (e.g., vlookups, managing large data sets) to help track existing Trade Support workflows. Beyond tracking, the individual is expected to think strategically and drive transformation by identifying inefficiencies, recommending improvements, and implementing streamlined processes. This position is 3 days a week onsite with compensation based on years of experience ranging anywhere from $30-35/hr.

Must Haves:

  • BS/BA degree or higher in accounting, finance, economics, or related field
  • 3+ years of experience in investment operations
  • Experience working with oversite models (trade date matching, trade settlements)
  • Strong project management and Excel skills, with the ability to adapt to shifting priorities and timelines
  • knowledge and understanding of cash (domestic and physical securities (DTC) settlements)
  • Strong organizational, multi-tasking, and prioritizing skills to manage competing demands efficiently

Plusses:

  • Charles River Development Platform (CRD)
  • Working knowledge of the DTCC post-trade processing applications
  • Proficiency in Bloomberg

Job Tags

Contract work, Shift work, 3 days per week,

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