Trade Support Analyst
Hybrid
Core
Processing mutual fund trades, handling rejections, resolving trade inquiries, and preparing LOIs for the CIIS trade desk.
Role type
Trade Support Analyst
Builds
Trade allocations and transaction corrections for mutual funds
Domain
Financial Services / Mutual Funds
Required skills
Trade processing, transaction corrections, client inquiry resolution, internal collaboration, analytical skills, attention to detail, prioritization, multitasking
Preferred skills
Mutual fund experience, CSC course, Python, SQL, VBA, Fundserv, CANNEX
Technologies
Excel, Power BI, Python, SQL, VBA, Fundserv, CANNEX
Responsibilities
Process mutual fund trade files, follow up on rejected trades, handle transaction corrections, prepare LOIs, resolve trade-related inquiries, collaborate with internal teams
Seniority
Junior to Mid-level, hands-on IC
