Senior Trading Support Analyst jobs in United States
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Ridgeline · 6 hours ago

Senior Trading Support Analyst

Ridgeline is the industry cloud platform for investment management, and they are seeking a Senior Trading Support Analyst to deliver best-in-class support for their SaaS platform. This role focuses on trading workflows, serving as an escalation point for complex issues while collaborating with engineering and product teams to ensure customers can operate smoothly throughout the trading day.

Artificial Intelligence (AI)Information TechnologySoftware
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Responsibilities

Serve as a trusted escalation point by owning complex customer issues and driving them to resolution with urgency, accuracy, and care
Provide start-of-day support to ensure customers can reconcile data quickly and begin trading without disruption
Deliver real-time trading support to help customers execute, reconcile, and validate trades throughout the trading day
Engage directly with customers via live chat and Zendesk tickets to diagnose technical and workflow challenges across trading, reconciliation, and accounting functions
Collaborate with engineering and product teams to investigate defects, influence prioritization, and advocate for customer-driven enhancements
Partner with traders, portfolio managers, and operations teams to understand workflows, pain points, and opportunities to add value
Identify trends across customer issues and contribute to scalable solutions, process improvements, and knowledge base content
Build deep subject matter expertise across the Ridgeline platform, becoming a go-to resource for customers and internal teams
Mentor and coach junior team members, reinforcing best practices and fostering a culture of learning and shared ownership
Leverage AI and automation to improve efficiency, surface insights, and scale support without compromising quality
Champion Ridgeline’s core values while maintaining a Security-First mindset in all customer and internal interactions

Qualification

FinTech experienceInvestment management workflowsTradingReconciliation workflowsData reconciliation analysisZendesk experienceAPIs familiarityCommunication skillsCollaboration skillsProblem-solving skillsFlexibility

Required

Bachelor's degree in Finance, Business, Computer Science, Information Technology, or a related field
6+ years of experience supporting or troubleshooting technical or operational issues within the FinTech industry
Strong understanding of investment management workflows, security types, and financial market concepts
Hands-on experience with trading and reconciliation workflows and industry file formats such as DTCC CTM, FIX, SWIFT, confirmations, and affirmations
Demonstrated expertise in data reconciliation analysis and issue resolution
Proven ability to manage complex customer escalations with professionalism and composure
Ability to collaborate effectively with engineers, product managers, and external partners
Aptitude for learning new technologies quickly and applying them in practical ways
Excellent verbal and written communication skills
Flexibility to pivot between priorities and adapt to evolving customer and business needs

Preferred

Experience with Zendesk and/or Salesforce Service Cloud
Familiarity with APIs, AWS, and serverless technologies
Comfort working with Slack, JIRA, and Confluence

Benefits

100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement.
Unlimited vacation
Educational and wellness reimbursements
$0 cost employee insurance plans

Company

Ridgeline

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Ridgeline is a computer software company that specializes in software development to deliver for the investment management industry.

Funding

Current Stage
Growth Stage

Leadership Team

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Dave Blair
Chief Executive Officer
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Lisa Faucher
SVP, Enterprise Operations
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Company data provided by crunchbase