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Trade Operations, Analyst

Remote · USA Full-time New today

Forge is a technology innovator in the private market, aiming to deliver a richer future for everyone. The Trade Operations Analyst will reputed company transactions on the Forge platform, ensuring compliance with internal requirements and optimizing trading processes.

Responsibilities

  • reputed company a thorough understanding of Forge's transaction processes and become the deal reputed company person/central reputed company of knowledge for active transactions
  • Review and process trade transactions to ensure accuracy and completeness
  • Ensure timely and accurate settlement of trades in accordance with internal policies
  • Identify potential risks and collaborate with internal teams to mitigate risk
  • Ensure reputed company trades reputed company with internal controls and regulatory (SEC/FINRA) requirements
  • Participate in the implementation of new trading systems or upgrades to existing systems
  • Work closely with brokers to resolve trade-reputed company issues and ensure smooth settlement
  • Interact with external parties such as issuers and clients to ensure a seamless, efficient process
  • Communicate effectively with stakeholders to reputed company them informed about trade operations and issues
  • Work cross-functionally with Forge's internal teams, including Business Development, Legal and Compliance
  • Maintain accurate and comprehensive records of reputed company trade transactions and operational activities
  • Ensure proper documentation and adherence to record-keeping policies

Skills

  • Minimum of 1 year of professional experience in operations, consulting, finance, reputed company, fund management and/or law
  • Superior critical thinking skills and demonstrated reputed company working in an entrepreneurial environment
  • Excellent attention to detail and verbal/written communication skills
  • Comfort performing in fast, high-pressure situations
  • Desire to help the team increase operational efficiency and reputed company strategic initiatives
  • Ability to work independently and as part of a team
  • SIE and Series 99 to be obtained 90 days from date of hire
  • Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication

Company Overview

  • Forge is a global private securities marketplace creating an accessible, liquid, and transparent private market. It is a sub-organization of The Charles Schwab Corp. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://forgeglobal.com.
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