Associate, Trade Processing

1 day ago


Salt Lake City UT United States Folio Financial, Inc. Full time

Associate, Trade Processing w/ Folio Financial, Inc.

Please ensure you read the below overview and requirements for this employment opportunity completely.

in Salt Lake City, Utah.

Partner with the business and federation to facilitate business growth with a key focus on the risk and control around investment products.

Ensure exposure risks are appropriately mitigated while partnering with a team of brokerage, execution, and servicing experts to deliver top notch client service.

Requires: Master's degree (U.S.

or foreign equivalent) in Finance, Financial Analysis, Economics, or related field and one (1) year of experience in the job offered or in a related role OR Bachelor's degree (U.S.

or foreign equivalent) in Finance, Financial Analysis, Economics, or related field and three (3) years of experience in the job offered or in a related role.

Prior experience must include one (1) year (with Master's) or three (3) years (with Bachelor's) in the following: working with the operational flow of a wide variety of investment products from pre-trade to post settlement along with trade booking reviews; manipulating system parameters with BDM (Business Decision Modeling); utilizing operations tools and technologies specifically developed for financial services firm operations; working with financial regulation and compliance, including working with clients to solve assets or portfolio transfers related situations without a clearly defined process or procedure; identifying process flaws and proposing solutions to maximize efficiency; analyzing large data sets of 10,000+ lines and synthesizing into key themes; and analyzing data and configuring operational metrics through self-service tooling, such as Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods and Robotic process automation.

Job Code: 7730887.

QUALIFIED APPLICANTS: Apply at gs.com and click on "Careers." NO PHONE CALLS PLEASE.

©The Goldman Sachs Group, Inc., 2024.

All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.



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