Top 48 trade support analyst Jobs in connecticut

Senior Investment Associate
Symmetry Partners —Glastonbury, CT
- $140,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Excel
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $75,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Trade Support Analyst
Arrow Search Partners —Stamford, CT
- $95,000 - $105,000 a year
- Mid-level
- Office
- Finance
Software Engineer
The Hartford —Hartford, CT
- $88,000 - $132,000 a year
- Full-time
- Hybrid work
- Computer Science
- Mid-level
- Office
Business Analyst, Operations
Point72 —Stamford, CT
- $85,000 - $90,000 a year
- Computer Science
- Mid-level
- Office
- Tuition reimbursement
- Family leave
Assistant Director, Insurance Port Management - Hybrid
Symetra —Farmington, CT
- $176,000 - $238,000 a year
- Hybrid work
- Bachelor of Science
- Office
- Finance
- Paid holidays
- Life insurance
Consulting Analyst – Institutional
Fiducient Advisors —Hartford, CT
- $65,000 - $85,000 a year
- Hybrid work
- Writing skills
- Research
- Mid-level
- Paid time off
- Cell phone reimbursement
Senior Analyst, FP&A
CVS Health —Connecticut
- $46,988 - $122,400 a year
- Full-time
- Remote
- Mid-level
- Office
- SQL
- Health insurance
- Dental insurance
8d
Regulatory Reporting Analyst
Point72 —Stamford, CT
- $90,000 - $100,000 a year
- Office
- Finance
- Databases
- Tuition reimbursement
- Family leave
3d
Portfolio Management Operations - Analyst / Associate
AQR —Greenwich, CT
- $80,000 - $95,000 a year
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Securitized Credit Analyst
Progressive —Stamford, CT
- $160,000 - $190,000 a year
- Sales
- Research
- Office
- Health savings account
- Disability insurance
14d
Credit Analyst, Corporate Fixed Income - Hybrid
Symetra —Farmington, CT
- $132,700 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Life insurance
Capital Markets Analyst
Mischler —Stamford, CT
- $70,000 a year
- Urgently hiring
- Mid-level
- Office
- Business development
- Dental insurance
- 401(k)
Quick Apply
Client Service Associate
Stifel —Hamden, CT
- $44,000 - $65,800 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Credit Analyst
Gerald Group —Stamford, CT
- Data analysis skills
- Mid-level
- Office
Quick Apply
Senior Securitized Credit Analyst
Progressive —Stamford, CT
- $200,000 - $240,000 a year
- 6 years
- Sales
- Research
- Health savings account
- Disability insurance
14d
Senior Fixed Income Analyst
Progressive —Stamford, CT
- $200,000 - $240,000 a year
- 6 years
- Sales
- Research
- Health savings account
- Disability insurance
14d
Risk Manager, ALM Credit and Market Risk
The Hartford —Hartford, CT
- $112,400 - $168,600 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Office
Investment Research Analyst
Progressive —Stamford, CT
- $160,000 - $190,000 a year
- Sales
- Research
- Master's degree
- Health savings account
- Disability insurance
14d
Client Services Analyst
Valitana LLC —Stamford, CT
- $100,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply

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trade support analyst jobs near connecticut

Senior Investment Associate

Symmetry Partners -
Glastonbury, CT

Quick Apply

Job Details

Full-time
$140,000 - $150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Statistics
Microsoft Excel
Trade execution in financial markets
Trading
Spreadsheets
Financial analysis
Bachelor's degree
Data interpretation
Managing projects
Productivity software
Strategic asset allocation in risk management
Cross-functional collaboration
Cross-functional communication
Analytics

Full Job Description

Senior Investment Associate – Investments is a full-time, salaried, exempt position reporting to the head of the Investment team. The position supports the firm’s investment team in the implementation, monitoring, and ongoing management of existing client portfolios as well as development of new strategies. This role bridges investment research, wealth strategies, portfolio oversight, and advisor support, ensuring that portfolios and strategies are implemented accurately, aligned with the firm’s investment strategy, and periodically enhanced.

Responsibilities:

Strategy & Solutions Development:

Contribute to the development of a robust pipeline of potential new products and solutions to enhance the firm's competitive positioning.
Collaborate with sales and distribution teams to identify gaps and opportunities in the firm's investment offerings.
Enhance existing models and strategies to align with market trends and emerging client demands.
Partner with implementation and operational teams, including on broker dealer platforms, to ensure the seamless onboarding of new products.
Support product launches with internal training, investment collateral, videos, and webinars.
Engage directly with advisors to introduce and demonstrate the value of new strategies.
Regularly review the product lineup to identify opportunities for filling gaps and diversifying offerings.

Portfolio Management, Implementation & Trading

Work as a member of the portfolio management team on managing Symmetry’s ETF & Mutual Fund model portfolios, SMAs, and other strategies, including portfolio operations, sub-Advisor oversight, reporting and regulatory responsibilities.
Manage systematic model and strategy updates, ensuring smooth implementation.
Collaborate and consult with executive management on curation and evolution of Investment solutions.
Research new and enhanced implementation strategies and solutions.
Work with trading team on with tax-aware portfolio management, including tax-loss harvesting and gain management.

Wealth Strategies

Support OCIO relationships, including consulting with Advisors, developing portfolios, monitoring, and providing ongoing updates.
Research, recommend, and help onboard providers of Wealth Strategies services.
Work on case design proposals, including research, recommendations, and presentation.
Coordinate with operations and custodians to ensure accurate trade execution of Wealth Strategies accounts.

Portfolio Maintenance & Enhancements

Assist in maintaining the firm’s model portfolios and asset allocation frameworks.
Research and recommend enhancements to the firm’s model portfolios as well as individual funds and SMA strategies.
Ensure consistent implementation of model changes across client accounts on all platforms.

Portfolio Monitoring & Analytics

Regularly assess the firm’s performance reporting framework and recommend enhancements to improve efficiency, accuracy, and presentation.
Monitor performance attribution analysis and assist with periodic reporting.
Monitor investment holdings and flag material changes in risk, performance, or strategy.

Investment Research & Due Diligence:

Evaluate investment managers, including strategy, performance attribution, risk profile, and organizational stability.
Evaluate investment strategies, including strategy, risk profile, and market positioning.
Assist with the selection and replacement of funds/managers/strategies.

Market & Economic Research:

Analyze macroeconomic trends, market developments, and new strategies.
Create and promote regular research notes and white papers
Help produce and present periodic market commentary and investment insights for advisors and investors.

Advisor, Client, and Platform Support:

Oversee the creation and timely updates of investment marketing materials, including factsheets, model allocations, performance collateral, commentary, etc.
Develop investment-related content to articulate the value proposition of proprietary strategies and support advisor and client engagement.
Provide internal and external training on strategies.
Provide internal guidance on portfolio construction and investment implementation.
Work with National Accounts to provide Research Support for adding new strategies to existing platforms as well as strategies on new platforms.

Minimum Competencies & Qualities:

Bachelor’s degree, preferably in finance, economics, or a related analytical field.
5 - 10 years of relevant experience in an investment-related field.
Chartered Financial Analyst® holder preferred —or completion of Levels I and/or Level II a plus.
Excellent critical thinking and analytical skills; ability to interpret financial and statistical information, demonstrating an understanding of measures/metrics and their relationship to financial performance.
Proficient in Microsoft Office Suite, with special expertise in Excel.
Experience with Morningstar and Bloomberg desired.
Strong understanding of portfolio construction and asset allocation.
Experience with systematic/ quantitative investment strategies.
Knowledge of portfolio trading and rebalancing processes.
Effective written and verbal communication skills; ability to present complex issues clearly.
Possesses good organizational and project management skills; ability to multi-task and prioritize competing tasks.
Ability to work independently or collaboratively on cross-functional projects.

Pay: $140,000.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

trade support analyst jobs in connecticut

Senior Investment Associate

Associate Analyst

Trade Support Analyst

Software Engineer

Business Analyst, Operations

Assistant Director, Insurance Port Management - Hybrid

Consulting Analyst – Institutional

Senior Analyst, FP&A

Regulatory Reporting Analyst

Portfolio Management Operations - Analyst / Associate

Securitized Credit Analyst

Credit Analyst, Corporate Fixed Income - Hybrid

Capital Markets Analyst

Client Service Associate

Credit Analyst

Senior Securitized Credit Analyst

Senior Fixed Income Analyst

Risk Manager, ALM Credit and Market Risk

Investment Research Analyst

Client Services Analyst

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