Operations Associate - Trade Analyst
- Location
- Lisle, IL
- Workplace
- On-site
- Employment
- Full-time
About this role
AIM is seeking an Operations Associate –Trade Analyst to support the operational and service needs of our manager traded UMA platform. This individual will serve as a key point of contact for post-trade operational support, manager coordination, trade issue resolution, and day-to-day operational service items related to third party manager trading activity.
Responsibilities
Requirements
Responsibilities
- Serve as a subject matter expert on manager trading operational workflows, including manager traded UMA activity, post-trade processing, and fixed income trade away processes.
- Coordinate with third party managers to resolve trade-related items, including tracking down unreported trades, missing trade details, and operational exceptions.
- Take ownership of trade errors, reconciliation breaks, and operational discrepancies by driving timely resolution efforts across managers, custodians, and internal teams while ensuring proper documentation and tracking.
- Work closely with custodians and internal partners to resolve trade, reconciliation, settlement, and operational issues impacting platform activity.
- Monitor and reconcile trade activity, identify operational discrepancies, and proactively research and resolve exceptions.
- Support managers and internal users with platform-related operational, reporting, and technology support requests.
- Generate and maintain operational reporting, workflow tracking, and documentation related to manager trading activity and unresolved operational items.
- Proactively identify workflow gaps, operational risks, and process improvement opportunities to improve scalability, accuracy, and service delivery.
- Partner with internal teams to improve operational efficiency and identify opportunities to leverage automation, AI, and technology enhancements.
Requirements
- Strong attention to detail and organizational skills.
- Ability to manage multiple operational workflows with accuracy and accountability.
- Strong communication skills and ability to professionally interact with managers, custodians, and internal teams.
- Strong problem-solving skills with the ability to proactively research and resolve operational issues.
- Ability to work independently and thrive in a fast-paced environment.
- Basic understanding of trading workflows, post-trade operations, or reconciliation processes within wealth management, TAMP, or financial services environments preferred.
- Familiarity with fixed income trade away processes or willingness to learn quickly.
- Interest in leveraging technology, automation, and AI to improve operational efficiency and scalability.
- Proficiency in Microsoft Office applications, particularly Excel.
- A proactive, entrepreneurial mindset with a willingness to learn and grow in a rapidly evolving organization.
- Bachelor’s degree required.
Compensation:
$65k annually with a 30% bonus
This is a hybrid position at our Lisle location.
$65k annually with a 30% bonus
This is a hybrid position at our Lisle location.
Tired of cold applications?
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Ask your AI about this role
Connect Clera once, then ask if it fits you.
Ask about this role
Read the Operations Associate - Trade Analyst listing at Advyzon (https://www.getclera.com/jobs/advyzon/operations-associate-trade-analyst-hs997skxvzya) and tell me whether it fits my profile. Save it for me if it does.
Not connected yet? Takes a minute
One click above pre-fills the connector. Or by hand: Settings > Connectors > Add custom connector, paste https://mcp.getclera.com. Either way, sign in with the account you use on Clera and approve the consent screen.
https://mcp.getclera.comSign in with your Clera account. MCP docs