Finance Manager at PayJoy helping underserved customers achieve financial stability. Supporting budgeting, forecasting, and analysis processes in a high - growth environment.
About the role
- Advisory Trading Analyst optimizing investment outcomes and executing trades across multiple asset classes. Collaborating with financial representatives and clients within a dynamic environment.
Responsibilities
- Provide consultative guidance on trading strategies and investment solutions tailored to client objectives
- Execute trades across multiple asset classes—equities, ETFs, mutual funds, and fixed income—with precision and efficiency
- Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights
- Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies
- Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections
- Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy
Requirements
- Associate’s or Bachelor’s degree in Finance, Business, Economics, or related field
- 2+ years in trading, investment operations, or client advisory within financial services
- Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics
- Proficiency with trading platforms and financial software
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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