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Advisory Trading Analyst Ii Jobs

Advisory Analyst Jobs
By Kreischer Miller At Horsham, PA, United States
Assist in developing ownership transition models involving management buyouts, family transition, third-party sales or ESOP transactions.
BS degree in accounting; an emphasis in finance a plus
0-1 years of recent valuation or M&A experience
The ability to work independently and proactively, identifying issues as well as offering potential solutions
The ability to manage multiple projects and clients
Possess a positive attitude, good communication skills and willingness to learn
Full-Time Analyst - Technology Advisory (Menlo Park)
By Evercore At Menlo Park, CA, United States
Graduated from a top school with Finance, Accounting
1-2 years of investment banking experience or a relevant internship if recently graduated
Superior analytical skills and demonstrated excellence in academic coursework
Strong interpersonal skills and ability to articulate ideas
Excellent communications skills, both written and oral
Undergraduate class of 2022 or 2023 for recent graduates
Trading Support Engineer Ii
By PEAK6 At Chicago, IL, United States
A Bachelor’s degree with 3+ years of work experience
Strong critical thinking skills with the ability to understand, analyze and creatively solve problems
Handling day-to-day application, script and linux system support
Building scripts in Python, SQL and Postgres
Investigating execution issues and deep diving execution behavior for equity and option securities
Collaborating on projects with development, infrastructure, trading, operations, and many other groups within the firm
Trading Services Associate Ii
By JPMorgan Chase & Co. At New York, NY, United States

Description Duties: Support Currencies & Emerging Markets businesses in Corporate & Investment Bank line of business. Manage end-to-end operations flow, from trade execution to ...

Analyst, Financial Advisory Jobs
By ICONIQ Capital At San Francisco Bay Area, United States
Passion for investment management and client service.
Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
Participate in equity and option trading activities with increasing responsibilities for investment execution.
Two years of relevant professional/financial services experience.
Superior communication and analytical skills.
Prepare client balance sheets and develop asset allocation analyses.
Analyst - Private Capital Advisory
By Lazard At New York, United States
One year of relevant work experience (investment banking, corporate finance, management consulting or placement agent is strongly preferred)
Decades of experience and a global network of relationships with relevant sources of capital
Manage the new investor / buyer outreach process as part of live transactions
Track market data to assist the group’s communications with fund managers and limited partners
Strong interpersonal skills and ability to communicate both to PCA deal teams and external clients
Private Equity and Credit Fund Placement:
Institutional Trading Developer Ii
By Stifel Financial Corp. At New York, NY, United States
Knowledge of prevailing trends in equity execution algorithms, FIX protocol, market structure, and US equity trading, and routing/order-placement strategies.
Self-reliant and able to manage priorities and thorough understanding of the software lifecycle and relevant software methodologies used in software development.
Strong written and verbal communication skills.
5+ years' similar work experience to include prior experience within a major trading platform & client support production.
Demonstrated proficiency in computer programming, including hands-on experience with Java 8, JavaScript, and SQL.
Assist in leading the development process in various phases of algorithmic product development, including research, design, testing, implementation, integration, and support.
Compliance Analyst-Investment Advisory Jobs
By Voya Financial At , New York, 10169, Ny
Analyze client documentation and information for accuracy, and determine adequacy thereof based upon dealer requirements, account type and products traded
Liaise with Client Services, Middle Office Operations, Legal, and Compliance and advise on requirements or deliverables
Review daily shareholding records to ascertain whether shareholding disclosure reporting requirements have been triggered
Bachelor's degree in Accounting, Finance, Economics or relevant areas of study.
Bachelor's Degree or equivalent experience
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Advisory Compliance Analyst / Surveillance
By Atria Wealth Solutions At Greater Houston, United States
Equivalent combination of education and experience.
3-5+ years of related experience and/or training
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Strong computer skills including Microsoft Office (Excel, Word, Outlook) are a must as well as strong multi-tasking skills.
Houston: 11740 Katy Freeway, Energy Tower 111, Ste 600, Houston, TX 77079
San Diego: 10150 Meanley Drive, San Diego, CA 92131

Are you looking for an exciting opportunity to join a dynamic team of trading analysts? We are looking for a Trading Analyst II to join our team and provide valuable insights into the markets. You will be responsible for analyzing market trends, developing trading strategies, and providing recommendations to our clients. If you have a passion for the markets and a keen eye for detail, this could be the perfect role for you!

Overview Advisory Trading Analyst II is a professional role within the financial services industry. This role is responsible for providing advice and guidance to clients on trading strategies, market trends, and other related topics. The Analyst II will also be responsible for monitoring and analyzing market data, developing and executing trading strategies, and providing research and analysis to support client decisions. Detailed Job Description Advisory Trading Analyst II is responsible for providing advice and guidance to clients on trading strategies, market trends, and other related topics. The Analyst II will also be responsible for monitoring and analyzing market data, developing and executing trading strategies, and providing research and analysis to support client decisions. The Analyst II will be expected to develop and maintain relationships with clients, and to provide timely and accurate information to them. The Analyst II will also be responsible for developing and maintaining trading models and strategies, and for providing recommendations to clients on how to best utilize their resources. Job Skills Required
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial markets and trading strategies
• Knowledge of financial instruments and derivatives
• Knowledge of financial analysis and modeling
• Knowledge of risk management and compliance
• Proficiency in Microsoft Office applications
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• At least 5 years of experience in a financial services role
• Professional certification in financial analysis or trading (e.g. CFA, CMT, etc.)
• Knowledge of financial markets and trading strategies
• Knowledge of financial instruments and derivatives
• Knowledge of financial analysis and modeling
• Knowledge of risk management and compliance
• Proficiency in Microsoft Office applications
Job Knowledge
• Knowledge of financial markets and trading strategies
• Knowledge of financial instruments and derivatives
• Knowledge of financial analysis and modeling
• Knowledge of risk management and compliance
Job Experience
• At least 5 years of experience in a financial services role
Job Responsibilities
• Provide advice and guidance to clients on trading strategies, market trends, and other related topics
• Monitor and analyze market data
• Develop and execute trading strategies
• Provide research and analysis to support client decisions
• Develop and maintain relationships with clients
• Develop and maintain trading models and strategies
• Provide recommendations to clients on how to best utilize their resources