Trade and Cash Operations Analyst (Hybrid, Bay Area California)
A highly renowned Investment Management Company, located in the Bay Area of California, is actively seeking a Trade and Cash Operations Analyst to join their team! The ideal candidate has 1.5-3+ years of finance/trade/cash operations experience and is looking to take the next step in growing their career. This is a hybrid role and needs someone onsite 3X a week. If you’re interested in the Trade and Cash Operations Analyst role, please keep reading.
Responsibilities and Qualifications:
- Responsible for producing the cash forecasts for daily asset allocation reporting
- Responsible for the preparation of fund movements for authorization, including, internal cash transfers, wire set-up etc.
- Work closely with brokers and custodians
- Data collection and perform research on details of transactions
- Must be proficient in Excel
- Bachelor’s Degree in Finance, Business, or Accounting required
- 1.5-3+ years of relevant work experience
- Must be willing to work onsite 3X a week
This is a full-time opportunity that is offering a strong compensation package, plus a hybrid work schedule and a lot of continued growth opportunity. If you’re interested in the Trade and Cash Operations Analyst role, please submit your resume to Hali Siegel at [email protected].
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