Sr. Trading Support Analyst
Core
First-line support for Addepar's Trading, OMS, and IBOR products, resolving client issues and ensuring optimal platform usage.
Role type
Senior IC Trading Support Analyst
Builds
Client trust and operational stability for investment firms using Addepar
Domain
Financial technology / Investment operations
Deliverable
client delivery
Required skills
Trading workflows knowledge, portfolio management concepts, financial instruments familiarity, root-cause analysis, data discrepancy resolution, client communication, technical troubleshooting, prioritization
Preferred skills
Investment management experience, Order Management Systems (OMS) experience
Technologies
Addepar Trading, OMS, IBOR platforms
Responsibilities
Identify and resolve client issues and questions, work with complex data sets to fix discrepancies, collaborate with Engineering and Data teams for root-cause analysis, provide functional and conceptual instruction to clients, prioritize and manage simultaneous cases
Seniority
Senior, hands-on IC