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Webull Financial · 2 months ago

Trade Analyst

New York, NY

Full-time

Onsite

Entry Level

1+ years exp

Webull Financial is a leading digital brokerage platform focused on empowering individual investors. They are seeking a Trade Analyst to join their trade operations team, responsible for managing the full life cycle of trades, addressing client issues, and optimizing processes.

AnalyticsFinTechMarket ResearchTrading Platform

Senior Management

H1B Sponsor Likely

Responsibilities

Respond to any trade related issues that clients may encounter

Monitor our order management systems

Cover off-peak hours to support our global teams and expanded trading hours

Identify any issues and resolve them in a timely manner

Place trades for reps and our omni team in qualifying circumstances

Identify deficiencies in our current processes & systems and working towards fixing/optimizing them

Participate in tests of new trade features through UAT environment

Reach out to our vendors for any trade related issues that arise

Assist our U.S. team and our global branches with any ad hoc trade related inquiries

Ensure our trade routes are flowing properly

Monitor incoming order flow that may breach internal risk controls

Qualification

SIEFinancial instruments knowledgeExcel proficiencySeries 7Series 57Professional demeanorInterest in financial marketsWriting skillsCommunication skillsWork under pressure

Required

1–2 years of relevant industry experience

SIE (Preferred or ability to take within 3 months of hire)

Strong writing and documentation skills

Solid understanding of financial instruments and derivatives

Ability to act quickly, decisively, and accurately under pressure

Strong interest in financial markets and economic trends

Clear and effective communication skills, both internally and externally

Professional demeanor; reliable and dependable

Preferred

Proficiency in Excel

Series 7 (Preferred or ability to take within 3 months of hire)

Ability to take Series 57 within a timely manner (within 6 months of hire)

Benefits

Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!

Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.

Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.

Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.

Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.

Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

Company

Webull Financial

At Webull, we believe that everyone should have an equal opportunity to control their own financial future.

Founded in 2021

New York, New York, USA

51-200 employees

https://www.webullcorp.com

H1B Sponsorship

Webull Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (15)

2024 (6)