Sales Support - Analyst

Sales Support - Analyst

Support the Atlas Sales/Distribution team throughout client transactions and lifecycle processes. Engage in client onboarding/setup, trade affirmation, child account allocations and end of day break reconciliation to ensure a smooth and controlled trade settlement and client experience. Develop and enhance processes to deliver value and positive outcomes for our clients.

Responsibilities

• This role is heavily integrated within the COO, Banking and Trading/Sales teams assisting with trade capture and lifecycle management
• Manage the sales allocations and client maintenance for the SP Sales and Distribution teams
• Ensure clients are onboarded timely and accurately
• Gain exposure across multiple asset classes within the securitized products landscape
• Operate cross-functionally to ensure all downstream processing stakeholders and beyond receive timely and accurate trade information
• Provide internal and external clients premier support services
• Opportunities to lead various initiatives on streamlining operational capabilities and further create process efficiencies
• Participation in new business strategies with regards to pre and post trade execution, accurate front to back flow and valuations
• Maintain proper controls such as FOFO/FOBO break reports and trade related issues across all cash products
• Manage and help resolve trade exceptions, allocations, settlement issues, fails and reconciliation of repurchase agreements
• Review of daily activity between brokers and custodians
• Function as the liaison between Banking, Trading, Sales and other groups which include Product Control, Operations and Market Risk
• Create and maintain analytical reports for Operations Management

Qualification and Experience

• Seeking a detail oriented, organized candidate with 0-2 years' experience to join the Trade Management team
• Bachelor's degree required
• Strong academic credentials and a demonstrated interest in financial services
• Possess strong financial acumen and analytical skills
• Excellent oral and written communication skills
• Motivated, enthusiastic, hard-working
• Demonstrated confidence, maturity, and proactive nature
• Eagerness to learn and take on responsibility
• Strong project management skills with exceptional attention to detail, organizational skills and ability to multi-task
• Ability to work well independently as well as collaboratively
• Proficient in Microsoft Office (Excel, PowerPoint, Outlook, Word)

Base Salary Range

$85,000-$95,000