The Role 

As a Trading Analyst at Farther, you'll be at the intersection of our wealth management and technology platforms, ensuring flawless execution of our clients' investment strategies. You'll work with our expert advisors and cutting-edge systems to optimize trade processing while maintaining the highest standards of accuracy and efficiency. This role is perfect for someone who combines strong market knowledge with exceptional attention to detail and a passion for process improvement.

Your Impact 

• Drive excellence in trade execution by processing requests with precision and managing the complete trade lifecycle from order to settlement
• Develop and maintain robust reconciliation processes, ensuring accurate trade and position records across all platforms
• Lead investigations into trade discrepancies, collaborating with custodians and counterparties to resolve issues promptly
• Create and enhance operational controls to minimize risk and maximize efficiency in our trading operations
• Partner with financial advisors to provide expert trading support and market insights
• Contribute to the evolution of our trading systems by identifying opportunities for automation and improvement
• Build and maintain strong relationships with external partners, including custodians and trading platforms

The Ideal Match:

• Bachelor's degree in Finance, Economics, Business, or related field
• 2+ years of hands-on experience in trade operations or similar role within wealth management
• Deep understanding of financial markets, trading mechanics, and settlement processes
• Strong technical aptitude with experience using major trading platforms and financial software
• Exceptional problem-solving skills with a data-driven approach
• Detail-oriented mindset with strong organizational capabilities
• Excellent written and verbal communication skills

Bonus Points 

• Series 7, 63, or other relevant FINRA licenses
• Experience with major custodial platforms (Schwab, Fidelity, etc.)
• Background in process automation or system implementation
• Knowledge of portfolio management systems
• Experience in a fast-paced fintech environment

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!