Job details

Client & Trading Success Analyst

Get a free resume review

About us.

Trumid is a dynamic fintech revolutionizing the landscape of fixed income trading. With intelligent, easy-to-use, electronic solutions, we are rapidly growing and seeking exceptional talent to help redefine the boundaries of technology and finance.

Founded in 2014 by a team of fixed income market experts, Trumid has quickly become one of the top three corporate bond e-trading platforms in the U.S. Today, over 1,300 traders from an extensive and expanding client network of 920+ buy-and sell-side institutions transact on Trumid monthly.

With a rich history of innovation and a unique ability to innovate at scale, we collaborate closely with our clients, iterating quickly toward optimal solutions. With market share and client engagement at all-time highs and our pace of product development faster than ever, this is an exciting and transformative time at Trumid.

Our business model thrives on participation, and so does our company culture. We rely on every team member’s contribution to help us accomplish our goals. To succeed at Trumid, you must be curious, passionate about your craft, ambitious, collaborative, and driven.

The opportunity.

The Client and Trading Success team is a key part of Trumid’s commercial business and responsible for finding solutions for our clients and Trumid’s sales, product, and technology teams. The team is focused on providing the best user experience for clients throughout the trade cycle ensuring Trumid remains an important partner in the marketplace. Managing risk is top of mind throughout our expanding business and both technical and business knowledge of the trading industry is instrumental to our success. The Client & Trading Success Analyst will be a self-starter and tasked with driving continuous improvement within the team and key trading partners. The ideal candidate has a dynamic personality and is a confident communicator and will work towards securing a Series 7 license within the first 4 months of employment.

Provide client solutions for US Corporate and EM bond trading across all Trumid protocols
Manage client trading relationships through the full trade life cycle
Manage dealer relationships for trades in Trumid’s disclosed protocols
Reconcile positions and PNL with intermediaries and clients
Supervise account and user data information within the trading system
Administer fixed income instrument reference data
Monitor FINRA TRACE for trade breaks with counterparties
Monitor and respond to client inquiries through email and Bloomberg IB

About you.

0-3 years of experience working in trading or finance
Bachelors degree in Business, Finance, Accounting, Economics or related field
Successful completion of the SIE (Securities Industry Essentials) Exam strongly preferred
Action oriented, strong attention to detail and exceptional organizational skills with a focus on clients and relationships
Highly adept with Microsoft Excel; ability to work through large datasets, build formulas and create pivot tables
Understanding of US corporate bond market trading including conventions, reference data inputs, trade economics, and settlement calculations
Exceptional interpersonal skills to communicate with both Trumid clients and with internal partners
Entrepreneurial spirit, enthusiasm for FinTech with desire for continuous learning to expand knowledge of financial markets and fixed income products

Employee benefits.

Highly competitive compensation
Fully paid medical, dental and vision coverage
Daily in-office lunch stipend
Team-oriented and collaborative company culture
Lively and dynamic office space with fully stocked kitchen

In compliance with New York City Pay Transparency Law, the base salary range for this role in New York City is between $70,000 - $90,000. This range does not include discretionary bonus or other forms of compensation or benefits offered in connection with this job. Several factors are considered when determining a candidate’s compensation. Please note that the salary range listed for this position is based on the level of experience outlined in the job description. If a candidate's experience differs from the requirements, the salary may be adjusted accordingly.

Trumid is an equal opportunity employer.

Average salary estimate

$80000 / YEARLY (est.)

min

max

$70000K

$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client & Trading Success Analyst, Trumid

Join Trumid as a Client & Trading Success Analyst and become part of an innovative fintech company that is reshaping the landscape of fixed income trading. At Trumid, we focus on providing smart and user-friendly electronic solutions that significantly enhance the trading experience for our clients. As part of our Client and Trading Success team, your primary role will be to facilitate outstanding client interactions throughout the trade cycle, ensuring that we remain a pivotal partner in the financial marketplace. You’ll be actively involved in managing client relationships, supporting trading processes, and optimizing user experiences. A successful candidate will be a motivated, detail-oriented individual with an eagerness to learn and grow in the trading field. You’ll collaborate closely with sales, product, and technology teams, and will be pivotal in driving continuous improvement in client solutions for US Corporate and Emerging Markets bond trading. With a Bachelor’s degree in a relevant field and up to three years of experience in trading or finance, you will also be working towards your Series 7 license within your first few months. Join us at Trumid, where you’ll have the opportunity to thrive in a vibrant, collaborative environment, while contributing to an innovative finance solution that caters to over 1,300 traders across the U.S.

Frequently Asked Questions (FAQs) for Client & Trading Success Analyst Role at Trumid

What are the responsibilities of a Client & Trading Success Analyst at Trumid?

As a Client & Trading Success Analyst at Trumid, you will manage client trading relationships, oversee the trade life cycle, and ensure optimal user experiences for our clients. Your responsibilities will also include reconciling positions and PNL with intermediaries, administering reference data, and monitoring trade activities. Strong communication skills are essential as you will engage with both clients and internal partners to resolve inquiries and enhance client satisfaction.