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Advyzon

Unified wealth management platform

Operations Associate - Trade Analyst

Finance & BankingConfirmed live in the last 24 hours
Full-timeLisle, IL, USA

About the Job

Requirements

  • Strong attention to detail and organizational skills.
  • Ability to manage multiple operational workflows with accuracy and accountability.
  • Strong communication skills and ability to professionally interact with managers, custodians, and internal teams.
  • Strong problem-solving skills with the ability to proactively research and resolve operational issues.
  • Ability to work independently in a fast-paced environment.
  • Interest in leveraging technology, automation, and artificial intelligence to improve operational efficiency and scalability.
  • Proficiency in Microsoft Office applications, particularly Excel.
  • A proactive, entrepreneurial mindset with a willingness to learn and grow in a rapidly evolving organization.
  • Bachelor’s degree required.

Responsibilities

  • Serve as a subject matter expert on manager trading operational workflows, including manager-traded unified managed account activity, post-trade processing, and fixed-income trade-away processes.
  • Coordinate with third-party managers to resolve trade-related items, including unreported trades, missing trade details, and operational exceptions.
  • Take ownership of trade errors, reconciliation breaks, and operational discrepancies by driving timely resolution across managers, custodians, and internal teams while ensuring proper documentation and tracking.
  • Work closely with custodians and internal partners to resolve trade, reconciliation, settlement, and operational issues impacting platform activity.
  • Monitor and reconcile trade activity, identify operational discrepancies, and proactively research and resolve exceptions.
  • Support managers and internal users with platform-related operational, reporting, and technology support requests.
  • Generate and maintain operational reporting, workflow tracking, and documentation related to manager trading activity and unresolved operational items.
  • Proactively identify workflow gaps, operational risks, and process improvement opportunities to improve scalability, accuracy, and service delivery.
  • Partner with internal teams to improve operational efficiency and identify opportunities to leverage automation, artificial intelligence, and technology enhancements.

Desired Qualifications

  • Basic understanding of trading workflows, post-trade operations, or reconciliation processes within wealth management, TAMP, or financial services environments.
  • Familiarity with fixed income trade away processes or willingness to learn quickly.

About the Company

Advyzon

Unified wealth management platform

Advyzon provides a cloud-based, all-in-one technology platform for wealth management, combining portfolio management, a model marketplace, client reporting, billing, rebalancing, CRM, document storage, and a client portal, plus investment management services. It works on a single code base and offers integrated modules in a centralized interface, so data moves between tools with minimal manual entry and advisers can manage portfolios, reports, billing, and client data from one system. It differentiates itself by being an end-to-end platform built from the ground up for wealth management, reducing data handoffs and repetitive tasks compared with pieced-together tools. Its goal is to streamline and unify the technology stack for wealth managers, helping advisers run their practices more efficiently, scale their businesses, and deliver consistent, transparent service to clients.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Chicago, IL
Founded
2012

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