Description:
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 troubleshooting trade issues.
Job Requirements
A Trade Operations Analyst will:
- Research and resolve equity, fixed income, and FX trade discrepancies by interacting with brokers, banks, and Wellington personnel
- Instruct trades and trade amendments to service providers when necessary
- Mitigate risk through strong procedural discipline and prudent judgement
- Oversee daily activities of external service providers (i.e. offshore resources, vendors)
- Contribute to strategic projects and initiatives, including understanding and relaying requirements for operational support of new things (e.g. markets, trade types) to help with prioritization of information technology needs
- 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 inquires
- Ad hoc tasks as assigned
Experience Required
A Trade Operations Analyst must be able to work quickly and accurately under pressure, possess a high degree of analytical ability and can plan/prioritize tasks in a fluid environment. Team orientation and the ability to work in concert with external service providers and colleagues located around the world are essential. Successful candidates must have impeccable integrity, a fiduciary mindset, and the ability to consistently place the interest of our clients as the number one factor in judgment, decision-making and actions. Knowledge of equities, fixed income and foreign exchange is preferred but not required.
- Technical proficiency in SQL, PowerBI, Tableau, Excel macros, or Co-pilot is a value add
- Experience with commonly used business applications such as Bank websites, ALERT, OASYS, Bloomberg, Omgeo Connect/CTM, Omgeo TradeSuite and SWIFT will be considered a plus
- Strong analytical and problem-solving skills
- Strong organizational, verbal, and written communication skills, with an emphasis on accuracy, concision, and timeliness
- Relevant job experience preferred
- Possess the ability to prioritize and multi-task under time pressure
- Demonstrate the ability to be a self-starter and willingness to learn
- Possess ability to ask questions and challenge status quo for process improvement
- Personal qualities and values that are consistent with and would be additive to Wellington Management's culture as described in our culture statement
- Knowledge of Microsoft Office (Word, Access, Excel) is required