Trading Analyst - North Hills, NC

Advyzon • Raleigh, NC

2d • $65,000 - $75,000 • Onsite

About The Position

Advyzon is looking for a Trading Analyst to support financial advisory firms using Quantum, our trading and rebalancing platform. This is a client-facing role for someone who enjoys solving problems, learning financial technology, and helping advisors operate with confidence during time-sensitive trading workflows. You will work directly with Registered Investment Advisors (RIAs) and internal partners to troubleshoot platform questions, explain trading and rebalancing functionality, and contribute to a high-quality client experience. The ideal candidate is analytical, detail-oriented, service-minded, and comfortable translating technical concepts into clear guidance for financial professionals.

Requirements

• Bachelor's degree in Communications, Finance, Business, Information Systems, or a related field, or equivalent professional experience.
• 1-3 years of experience in client support, trading operations, investment operations, financial technology, or a related role.
• Exposure to portfolio management, trading, rebalancing, or wealth management platforms.
• Strong analytical and troubleshooting skills, with the judgment to prioritize time-sensitive issues accurately.
• Clear verbal and written communication skills and the ability to explain technical topics to professional clients.
• Strong organization, follow-through, and attention to detail in a fast-paced environment.
• Comfort using CRM or ticketing systems, Microsoft Excel, and standard business applications.

Nice To Haves

• Experience supporting RIAs, wealth management firms, broker-dealers, or SaaS-based financial technology clients.
• Familiarity with model management, drift monitoring, tax-aware trading, block trading, sleeves, or cash management workflows.
• Experience with custodial platforms or integrations such as Schwab, Fidelity, Pershing, or similar firms.
• Knowledge of portfolio accounting or wealth management software.
• FINRA Series 7 and/or Series 66 licenses are a plus but not required.

Responsibilities

• Serve as a trusted point of contact for clients using Quantum for trading, rebalancing, model management, and related workflows.
• Provide responsive phone and ticket-based support, helping clients understand issues and move toward resolution quickly.
• Troubleshoot questions related to portfolio setup, rebalancing logic, trade generation, drift monitoring, cash management, custodial integrations, and trade status.
• Document client questions, troubleshooting steps, and resolutions clearly in CRM and ticketing systems.
• Escalate complex or high-impact issues thoughtfully to senior specialists, Product, or Engineering while keeping clients informed.
• Partner with Relationship Management, Consulting, Onboarding, Product, and Engineering teams to support smooth client outcomes.
• Contribute to internal knowledge articles, support documentation, and process improvements that make the team more effective.

Benefits

• Build deep expertise in trading technology and wealth management operations.
• Work on a collaborative client success team that partners closely with Product, Engineering, Onboarding, and Relationship Management.
• Have direct impact on client outcomes, product feedback, and the advisor experience.
• Grow in a role that blends client service, technical troubleshooting, and financial technology.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level