Trading & Investment Operations Analyst, Investments

Company : Simon Quick Advisors  

Position : Trading & Investment Operations Analyst, Investments 

Location : Morristown, NJ (preferred)

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Company Description  

Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives.  We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.   

Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.   

Mission of the Position  

The mission of the Trading & Investment Operations Analyst is to support the Investment Department in priority functions including trade execution, reconciliation and model management; fund administration and cash management; and departmental data and project management. The role is part of a team that serves as the execution and implementation function that complements and collaborates with the Research and Investment Strategy side of the department.  

This is a trading execution and operations oriented role where efficiency and expediency is necessary and attention to detail is critical. In addition to error-free trade execution, the successful candidate can take on larger, longer-term projects and proactively drive them forward to completion. This is a highly visible role across the department and the organization. 

Top Accountabilities   

The Analyst will support the Head of Trading in:

TRADING 

• Daily trade execution and reconciliation of equities and fixed income securities, and investment liquidity oversight 

• Trading model and look-through exposure maintenance 

• Providing performance updates of markets and investments 

• Develop and maintain relationships with custodians 

FUND ADMINISTRATION 

• Oversee fund administrator and service provider relationships to Simon Quick’s equity, hedge fund, and private equity fund of funds 

• Support in monthly process management, particularly in monthly reconciliation and cash movements 

• Document and investor management 

INVESTMENT OPERATIONS 

• Manage daily and monthly performance monitoring and recording processes 

• Benchmark and Investment performance data entry 

• Support implementation of separately managed account strategies 

• Provide research support for passive index-based funds and fund families 

• Assist in departmental projects and tasks, including Investment Committee and Strategy meetings
  
  

Key Criteria/Requirements 

• Bachelor’s degree

• 1-4 years of relevant experience in trading or fund administration

• Exceptionally strong attention to detail and ability to adhere to, and improve processes.

• Ability to manage multiple tasks while meeting deadlines.

• Strong interest in financial markets, economics, and the investment industry.

• Strong organizational, time management, and written/oral communication skills.

• Process-driven and proactive with excellent problem solving and analytical skills.

• Experience with Microsoft Office, particularly Excel and PowerPoint. Bloomberg, Orion/Eclipse, Pitchbook, YCharts

• AI and LLM proficiency and proactivity to develop and apply AI automation to help scale responsibilities

Key Competencies 

• Passion for investing – Strong sense of curiosity and inquiry in markets and investing

• Time management – Excellent ability to prioritize tasks, meet deadlines, and efficiently allocate time for maximum productivity.

• Multitasking – Ability to effectively handle multiple tasks simultaneously, maintaining high performance and attention to detail.

• Analytical skills - Ability to synthesize large sets of dynamic information and provide actionable insights with conviction and analytical rigor.

• Communicate both in written & verbal form - Ability to effectively convey complex financial and technical information and ideas, clearly and persuasively through both written and spoken mediums.

• Collaborative - Ability to work cooperatively with others, leveraging diverse skills and perspectives to achieve common goals and produce collective results.

• Problem Solving - Ability to identify, analyze, and develop effective solutions for complex and challenging issues using critical thinking and creativity.

• Prioritize - Ability to assess tasks based on importance and urgency, effectively allocate time to successfully complete the task accurately and on time.

Physical Requirements

• Must be able to remain in a stationary position 50% of the time. 

• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. 

• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. 

Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer. 

Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.