Forge Global
FinServ
TradeOperations,Analyst
Neural analysis suggests this role is
optimal for Entry candidates.
“Trade Operations, Analyst at Forge Global. Skills: Trade Operations, Compliance, Risk Management. Develop understanding of Forge's transaction processes. Review and process trade transactions”
What You'll Achieve.
Increase operational efficiency; Achieve strategic initiatives
Industry & Context.
Critical thinking skills
Operate a computer for 8 hours
What They're Looking For.
Must Have
Minimum of 1 year of professional experience in operations, consulting, finance, accounting, fund management and/or law, SIE to be obtained 90 days from date of hire, Series 99 to be obtained 90 days from date of hire
Nice to Have
Adaptable to an evolving workplace, Eager and willing to learn, Determined to add value through high-quality work and thoughtful insights
What You'll Do.
Develop understanding of Forge's transaction processes
Review and process trade transactions
Ensure timely and accurate settlement of trades
Identify potential risks
Ensure trades comply with internal controls
Participate in implementation of new trading systems
Maintain accurate records of trade transactions
Ensure proper documentation
How You'll Work.
Team & Collaboration
Collaborate with internal teams to mitigate risk; Work closely with brokers; Interact with external parties; Communicate effectively with stakeholders; Work cross-functionally with internal teams
Communication Scope
Verbal communication skills; Written communication skills
Full Job Description
At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way. The Role: Trade Operations plays a pivotal role in ensuring the smooth execution of trading activities within the organization. The primary function involves overseeing transactions that are sourced on the Forge platform, taking ownership of all parts of the transaction process, ensuring compliance with internal requirements, and collaborating with management to optimize trading processes. Success in this role would require being adaptable to an evolving workplace, eager and willing to learn and determined to add value through high-quality work and thoughtful insights. Location: This role requires 2-3 days a week in office in Soho, NY. Responsibil
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