Provide consultative guidance on trading strategies and investment solutions tailored to client objectives
Execute trades across multiple asset classes—equities, ETFs, mutual funds, and fixed income—with precision and efficiency
Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights
Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies
Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections
Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy

Associate’s or Bachelor’s degree in Finance, Business, Economics, or related field
2+ years in trading, investment operations, or client advisory within financial services
Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics
Proficiency with trading platforms and financial software

Investment Client Services Analyst – Advisory Trading

About this role