Trading & Investment Operations Analyst, Investments

Company :

Simon Quick Advisors

Position :

Trading&Investment Operations Analyst , Investments

Location :

Morristown, NJ(preferred)

Compensation: Starting at $90,000

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Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, businessownersand executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances,objectives, and tax considerations.

Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peaceof mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. Weseekto provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience,ultimately giving them the same sense of freedom.

The mission of the Trading&Investment Operations Analystito  support theInvestment

Departmentinpriorityfunctionsincludingtrade execution,reconciliation and model management;fund administration and cash management;and departmentaldataand project management.

The role is part ofa team that serves as the execution andimplementationfunctionthat complementsand collaborates with the Research and Investment Strategysideof the department.

This is a trading execution and operations orientedrole where efficiency and expediencyisnecessaryand attention to detail is critical. In addition to error-free trade execution, the successful candidate can take on larger, longer-term projects and proactively drive them forward to completion.

This is a highly visible role acrossthedepartment andthe organization.

The Analystwillsupport the Head of Trading in:

• Dailytrade execution and reconciliation of equities and fixed incomesecurities, andinvestmentliquidityoversight
• Trading modeland look-through exposuremaintenance
• Providing performanceupdatesof markets and investments
• Develop andmaintainrelationships with custodians

• Oversee fund administrator and service provider relationships to Simon Quick's equity, hedge fund, and private equity fund of funds
• Support inmonthlyprocess management, particularly in monthly reconciliation and cash movements
• Document and investormanagement

• Manage daily and monthly performance monitoring and recording processes
• Benchmark and Investment performance data entry
• Support implementation of separately managed account strategies
• Provide research support for passive index-based funds and fund families
• Assist in departmental project sand tasks, including Investment Committee and Strategy meetings

• Bachelor's degree
• 1-4 years of relevant experienceintrading or fund administration
• Exceptionally strong attention to detail and ability to adhere to, and improve processes.
• Ability to manage multiple tasks while meeting deadlines.
• Strong interest in financial markets, economics, and the investment industry.
• Strong organizational, time management, and written/oral communication skills.
• Process-driven and proactive with excellent problem solving and analytical skills.
• Experience with Microsoft Office, particularly Excel and PowerPoint. Bloomberg, Orion/Eclipse, Pitchbook, YCharts
• AI and LLM proficiency and proactivity to develop and apply AI automation to help scale responsibilities

• Passion for investing-Strong sense of curiosity and inquiry in markets and investing
• Time management-Excellent ability to prioritize tasks, meet deadlines, and efficiently allocate time for maximum productivity.
• Multitasking-Ability to effectively handle multiple tasks simultaneously, maintaining high performance and attention to detail.
• Analytical skills
  - Ability to synthesize large sets of dynamic information and provide actionable insights with conviction and analytical rigor.
• Communicate both in written & verbal form
  - Ability to effectively convey complex financial and technical information and ideas, clearly and persuasively through both written and spoken mediums.
• Collaborative
  - Ability to work cooperatively with others, leveraging diverse skills and perspectives to achieve common goals and produce collective results.
• Problem Solving
  - Ability to identify, analyze, and develop effective solutions for complex and challenging issues using critical thinking and creativity.
• Prioritize
  - Ability to assess tasks based on importance and urgency, effectively allocate time to successfully complete the task accurately and on time.

• Must be able to remain in a stationary position 50% of the time.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to…