Trade Support Analyst
Location: Denver, CO (Hybrid - 3 days in office, 2 days remote)
Position Type: Full-Time
Compensation: $88,000 - $105,000 Base Salary + Annual Performance Bonus
Benefits: Comprehensive Health/Dental/Vision, 401(k) with 6% Match, Unlimited PTO, Wellness Stipend
Position Summary
We are seeking a detail-oriented and analytical Trade Support Analyst to join our growing wealth management operations team in Denver. In this role, you will bridge the gap between our financial advisors and external custodians, ensuring the flawless execution, clearance, and settlement of all daily trading activity. The ideal candidate thrives in a fast-paced market environment, possesses strong problem-solving skills, and has a keen eye for mitigating operational risk.
Key Responsibilities
- Trade Verification: Reconcile and match daily trade executions across equity, fixed income, and mutual fund transactions against custodian records.
- Settlement Oversight: Identify, investigate, and resolve any trade breaks or settlement discrepancies efficiently prior to market close.
- Custodian Liaison: Serve as the primary point of contact for external clearing houses and custodians to streamline trade processing.
- System Maintenance: Manage the firm's portfolio management and trade execution systems to ensure accurate data flow and security master updates.
Qualifications
- Bachelor's degree in Finance, Economics, Data Analytics, or a related field.
- 2+ years of experience in financial services operations, trade support, or brokerage clearing.
- Strong proficiency in Excel (VLOOKUPs, Pivot Tables) and familiarity with wealth management platforms (e.g., Envestnet, Orion, Addepar, or Charles Schwab/Fidelity platforms).
- Series 7 or SIE certification is preferred but not required.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/29/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.
Everforth CyberCoders is proud to be an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at
Benefits@CyberCoders.com to make arrangements.
Salary
$88000 - $105000 USD per year