The Atlantic Group has partnered with an investment management group in the Midtown, Manhattan area. They have an immediate need for a Trade Analyst to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance.
\n \nPortfolio/Trade Review Analyst
\nLeading investment management firm is seeking a Portfolio/Trade Review Analyst to support the Chief Compliance Officer and Head of Risk Management. This role will focus on trade allocation, compliance monitoring, risk controls, and operational support, with exposure to Portfolio Management, Risk, Operations, Legal, Accounting, and Tax.
\n \nWork Schedule: 4 days in office / 1 day remote
\n \nResponsibilities:
\n-Monitor trades for compliance with investment guidelines and regulatory requirements.
\n-Develop reports and SQL-based diagnostics and testing.
\n-Oversee daily trade allocation processes and work with developers on allocation rules.
\n-Assist with legal and tax reviews of trades and investment agreements.
\n-Support employee personal trading and compliance surveillance.
\n-Conduct periodic compliance reviews, including communications, OFAC, gifts & entertainment, and political contributions.
\n-Respond to ad hoc compliance and trade-related requests.
\n \nQualifications:
\n-Bachelor’s degree.
\n-2–8+ years of relevant experience.
\n-Working knowledge of SQL, Python, R, or similar programming language.
\n-Strong Excel, analytical, and problem-solving skills.
\n-Financial database/compliance experience.
\n-Familiarity with fixed income products a plus.
\n \nNote: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.
\nID:50532
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