TradeUP Securities Inc. · 17 hours ago
Business Analyst Intern
NYC Metro Area
Internship
Onsite
Intern
$3,500/mo - $3,500/moTradeUP Securities Inc. is seeking a Business Analyst Intern to assist in back-office system analysis and project coordination. The role involves mapping brokerage workflows, documenting system integrations, and supporting data analysis and reporting tasks.
FinanceFinancial ServicesMobile Apps
Hiring Manager
Raphael L.
Responsibilities
Assist in mapping end-to-end brokerage workflows (trade clearing, settlement, fund flows) and identify process optimization opportunities
Document system integrations between core platforms (e.g., clearing engines, CRM, payment gateways) using flowcharts and user stories
Support testing of back-office automation initiatives (e.g., corporate actions processing, account lifecycle management)
Collaborate with developers, QA, and business teams (Finance, Operations) to translate business needs into technical specifications
Track project progress in Jira/Redmine, including task prioritization, sprint planning, and risk log maintenance
Facilitate user acceptance testing (UAT) for system enhancements (e.g., CRM 2.0)
Extract and analyze transactional data via SQL to support reconciliation checks (e.g., trade vs. settlement records)
Create dashboards to visualize key metrics (e.g., funding trends, position balances)
Maintain data dictionaries and business glossaries for back-office terminology
Qualification
Required
Recent graduate in Finance, Business Analytics, Information Systems, or a related STEM field
Understanding of trade lifecycle, clearing/settlement workflows, and margin calculations
Proficiency in SQL and Excel; exposure to Tableau or Power BI is a plus
Experience using Jira or Redmine for task tracking; ability to draft process documentation
Strong interpersonal skills to liaise between technical and non-technical teams
Preferred
Familiarity with securities back-office platforms (e.g., Broadridge, ETNA, Actimize)
Coursework or project experience in financial systems, data modeling, or fintech integrations
Company
TradeUP Securities Inc.
TradeUP Securities, Inc., is a full-service brokerage firm renowned for delivering premium and professional financial services.
Founded in 1986
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase