Trade Support Analyst

Overview

Operating in a fast‑paced, deadline‑driven environment, this role mitigates significant financial and operational risks inherent in securities trading by serving as a key liaison among investment teams, brokers, custodian banks, clients, and internal business partners to ensure accurate trade execution, settlement, and lifecycle event management. The position oversees the firm’s outsourced middle‑office service provider, monitors service delivery, manages escalations, and drives timely resolution of operational issues. It also partners closely with internal stakeholders and external clients to support account lifecycle events, new‑business initiatives, and regulatory requirements, while focusing on automation opportunities, process enhancements, and operational efficiencies to strengthen controls, improve scalability, and enhance the overall client and business‑partner experience.

Location & Work Model

Hybrid working model: required to work in‑office four days per week. Locations: Milwaukee, WI, USA or London, UK.

Responsibilities

• Provide oversight of outsourced middle‑office operations, monitoring service delivery, managing operational escalations, and coordinating timely resolution of issues.
• Serve as a primary liaison among investment teams, traders, clients, internal business partners, and the outsourced middle‑office provider.
• Partner with portfolio managers, traders, operations teams, technology teams, and external service providers to resolve complex post‑trade processing, reconciliation, and settlement issues.
• Support client account lifecycle events, including account openings, closures, mandate changes, onboarding activities, and other operational requirements associated with new‑business initiatives.
• Ensure issues affecting settlement, client servicing, regulatory reporting, or operational risk are identified, escalated, and resolved promptly.
• Identify opportunities to enhance operational processes through automation, workflow redesign, and technology‑driven solutions that improve efficiency, scalability, risk mitigation, and service quality.

Required Qualifications

• Customer‑service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.
• Strong interest in developing knowledge of the asset‑management industry, financial markets, and investment operations.
• Intermediate Microsoft Office (Word, Excel, Outlook) skills.
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
• Strong attention to detail and accuracy.
• Ability to learn and assimilate information from multiple people and sources.
• Effective organizational, multi‑tasking, and prioritizing skills.
• Ability to work in a fast‑paced, deadline‑driven environment.
• Ability to work independently and collaboratively in a cross‑functional environment.
• Legal authorization to work in the United States without sponsorship now or in the future.

Preferred Qualifications

• 0–2 years of institutional investment, securities settlement/investment operations experience, or securities trading experience.
• Working knowledge of buy‑side equity securities settlement, financial instruments, and markets.
• Excellent organizational skills and the ability to make quick and accurate decisions.
• Ability to interact effectively with peers and external parties in a high‑risk, deadline‑pressured environment.
• Demonstrated ability to leverage AI and emerging technologies to identify process‑improvement opportunities, increase efficiency, and reduce operational risk.
• BA/BS or related work experience.

Compensation

Base Pay Range: $65,000 – $75,000. Actual base salary may vary based on experience, role tenure, internal peer comparisons, performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in incentive programs linked to performance (e.g., annual discretionary bonuses or other incentive plans).