Client & Trading Success Analyst

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 890+ 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
• This role is based full-time in our New York City office and requires in-person attendance five (5) days per week to support real-time collaboration with clients, trading partners, and cross-functional teams across Sales, Product, and Technology

About you.

• 0-2 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
• Familiarity with AI tools and a curiosity for how emerging technologies can enhance workflows, automate repetitive tasks, and drive smarter decision-making

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 $80,000 - $100,000. 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.

Trumid is an equal opportunity employer.

Please note: All communication from Trumid’s recruiting team comes from @trumid.com email addresses. We conduct remote interviews via Zoom only. We will never ask you to purchase equipment, download software (other than Zoom), or share sensitive personal information during the hiring process.