Trade Analyst Position Available In Palm Beach, Florida
Tallo's Job Summary: The Trade Analyst position involves conducting operational analyses to support decision-making, with responsibilities including project management, research, process design, and report development. Tasks include trade entry, risk monitoring, reconciliation, and report generation. Essential skills include Excel proficiency, Power BI, SQL, and Python knowledge, along with communication and attention to detail. A Bachelor's degree in Finance and 3 years of relevant experience are required. The job is based onsite in Juno Beach.
Job Description
Job Title:
Trade Analyst Job Description Conduct basic operational analyses to support informed decision-making within the business unit, under the direction of a Senior Business Analyst, Business Analyst I, or immediate supervisor with mentoring and guidance. Key responsibilities include small to medium special projects, quantitative and qualitative research, process design and modification, and report development. Apply standardized tools and techniques. Responsibilities Enter trades into SOX Application and execute end-of-day recaps and reports. Verify positions and monitor daily Value at Risk and other risk-related measures. Reconcile broker and other external statements associated with transactions. Provide management with daily Profit and Loss and pricing information. Handle Electronic Funds Sources and other clearing transactions. Support the development and execution of the trade capture platform in close collaboration with the IT team. Develop ad-hoc reports using SQL & Power BI. Develop and automate Excel-based ad-hoc reports using macros. Essential Skills Advanced Excel skills Proficient in Power BI, SQL, & Python Excellent communication skills Detail-oriented Collaborative Additional Skills & Qualifications 3 years of experience in a related role Bachelor’s Degree in Finance or a related field Knowledge in reporting, accounting, financial reporting, reconciliation, data analysis, profit & loss, financial analysis, mathematics, economics, operations analysis, regulatory, and banking Work Environment Onsite in Juno Beach.
