About the role
AIM is seeking an Operations Associate –Trade Analyst to support the operational and service needs of our manager traded UMA platform. This individual will serve as a key point of contact for post-trade operational support, manager coordination, trade issue resolution, and day-to-day operational service items related to third party manager trading activity.
Responsibilities * Serve as a subject matter expert on manager trading operational workflows, including manager traded UMA activity, post-trade processing, and fixed income trade away processes. * Coordinate with third party managers to resolve trade-related items, including tracking down unreported trades, missing trade details, and operational exceptions. * Take ownership of trade errors, reconciliation breaks, and operational discrepancies by driving timely resolution efforts 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, AI, and technology enhancements.
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 and thrive in a fast-paced environment. * Basic understanding of trading workflows, post-trade operations, or reconciliation processes within wealth management, TAMP, or financial services environments preferred. * Familiarity with fixed income trade away processes or willingness to learn quickly. * Interest in leveraging technology, automation, and AI 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.
Compensation: $65k annually with a 30% bonus This is a hybrid position at our Lisle location.