InvestorLine Trade and Risk Analyst
Core
Support a remote investment and wealth-management environment by providing client service, executing trades, and ensuring regulatory compliance.
Role type
Mid-level IC trade and risk analyst
Builds
Investment products and services for clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Investment product knowledge, trade execution, risk management, regulatory compliance, client relationship management, analytical problem solving
Preferred skills
Online investing experience, brokerage operations experience
Technologies
Investment platforms, brokerage systems
Responsibilities
Provide responsive service to clients and recommend investment strategies, Execute client transactions accurately, Maintain knowledge of markets and regulatory requirements, Identify and report suspicious financial activity, Apply sound risk judgment to balance client needs with controls