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Trivium Point · 4 days ago

Junior Trading & Operations Analyst

Wilton Center, CT

Full-time

Onsite

New Grad, Entry Level

Trivium Point is a firm dedicated to producing clear decisions and delivering a sophisticated client experience. They are seeking a detail-oriented Junior Trading & Operations Analyst to support trading, billing, and data platform administration within a registered investment adviser.

ConsultingFinancial ServicesTax PreparationWealth Management

Responsibilities

Assist with daily trading activities, including order entry, allocations, and reconciliations

Support billing processes, including fee calculations, reconciliations, and exception tracking

Help identify and resolve trading or billing discrepancies in collaboration with internal teams

Support the administration and ongoing maintenance of trading, billing, and portfolio management systems

Assist with platform integrations across custodians, third-party vendors, and the firm’s CRM

Perform routine system checks to ensure data accuracy and process integrity

Help maintain the firm’s third-party databases and ensure consistency across systems

Assist in preparing operational and management reports related to trading and billing activity

Support efforts to improve data quality, workflow efficiency, and reporting capabilities

Follow established policies and procedures related to trading, billing, and recordkeeping

Assist in maintaining audit-ready documentation and operational records

Escalate exceptions or control issues to senior team members as identified

Qualification

Securities knowledgeData managementProcess documentationOrganizational skillsCommunication skills

Required

Strong interest in securities, financial markets, and investment operations

High attention to detail and strong organizational skills

Comfort working with systems, data, and spreadsheets

Ability to follow structured processes and document work clearly

Strong communication skills and willingness to learn

Preferred

Bachelor's degree or coursework in finance, economics, accounting, or a related field

Internship or exposure to financial services, operations, or compliance

Company

Trivium Point

We work with people whose achievements have set a new floor—executive leaders and proven entrepreneurs—drawing them into more financial opportunity but also more risk and complexity.

White Plains, New York, USA

11-50 employees

https://triviumpoint.com

Funding

Current Stage

Early Stage

Leadership Team

Ron A. Pac

Managing Partner

Recent News

Business Wire

Trivium Point Advisory Announces Two Mergers and Rebranding Initiatives

2024-01-21

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