Trading & Investment Operations Analyst, Investments

Company:Simon Quick Advisors

Position:Trading&InvestmentOperationsAnalyst Investments

Location:Morristown NJ(preferred)

Compensation: Starting at $90000

Company Description

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 tolerancesobjectives and tax considerations.

Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clientsthe 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 experienceultimately givingthem the same sense of freedom.

Mission of the Position

The mission of theTrading&InvestmentOperationsAnalystisto support theInvestmentDepartmentinpriorityfunctionsincludingtrade executionreconciliationand model management;fund administration and cash management;and departmentaldataand project role is part ofa team that serves as theexecution andimplementationfunctionthat complementsand collaborates with theResearchand Investment Strategysideof the department.

This is a trading execution andoperations orientedrole where efficiency and expediencyisnecessaryand attention to detail is addition to error-free trade execution the successful candidate can take on larger longer-term projects and proactively drive them forward to is a highly visible role acrossthedepartment andthe organization.

Top Accountabilities

TheAnalystwillsupport the Head of Trading in:

TRADING

• Dailytrade execution and reconciliationof equities and fixed incomesecurities andinvestmentliquidityoversight

• Trading modeland look-through exposuremaintenance

• Providing performanceupdatesof markets and investments

• Develop andmaintainrelationships with custodians

FUND ADMINISTRATION

• Oversee fund administrator and service provider relationships to Simon Quicksequity hedge fund and private equity fund of funds

• Support inmonthlyprocess management particularly in monthly reconciliation and cash movements

• Document and investormanagement

INVESTMENT OPERATIONS

• Managedaily and monthly performance monitoring andrecording processes

• Benchmark and Investment performance data entry

• Support implementation of separately managed account strategies

• Provide research support forpassive index-based funds and fund families

• Assistin departmental projectsand tasks including Investment Committee and Strategy meetings
  

Key Criteria/Requirements

• Bachelors degree

• 1-4years of relevant experienceintrading or fund administration

• Exceptionally strongattention to detail and ability to adhereto andimprove 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 LLMproficiencyandproactivityto develop and apply AI automation to help scale responsibilities

Key Competencies

• Passion for investingStrong sense of curiosity and inquiry inmarkets and investing

• Time management Excellentability toprioritize tasks meet deadlines and efficientlyallocatetime for maximum productivity.

• Multitasking Ability to effectively handle multiple tasks simultaneouslymaintaininghigh performance and attention to detail.

• Analytical skills - Ability to synthesize large sets of dynamic information andprovideactionable 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 othersleveragingdiverse skills and perspectives to achieve common goals and produce collective results.

• Problem Solving - Ability toidentify 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 effectivelyallocatetimeto successfully complete the task accurately and on time.

Physical Requirements

• 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 exchange accurate information in these situations.

Disclaimer: This job description may not be inclusive of all assigned duties responsibilities or aspects of the job described and may be amended at any time at the sole discretion of the Employer.

Simon Quick Advisors LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race color sex age national origin religion sexual orientation gender identity status as a veteran and basis of disability or any other federal state or local protected class.