Trading & Rebalancing Analyst - Advyzon

Company: Advyzon 
Role: Product Analyst, Trading & Rebalancing Systems-Financial Services
Type: Hybrid, Full-Time, Direct Hire 
Location: Chicago, IL (Hybrid)
Shift hours: Mon-Fri, 8a-5p
 

About Advyzon
Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.

As a Product Analyst focused on Trading and Rebalancing, you will play a pivotal role in the development and enhancement of the Quantum platform. Working closely with cross-functional teams, you will contribute to the entire product lifecycle – from ideation and design to market launch. This is an excellent opportunity for a passionate individual who is eager to learn and grow within the product management field and trading systems, in general.
 
Primary Responsibilities

• Responsible for defining project specifications and requirements and creating the technical product documentation for new feature development.
• Collaborate with design team to create and refine product feature designs.
• Assist with testing and reviewing of new features.
• Conduct market research to identify trends and opportunities.
• Build documentation and training material related to product updates.
• Manage feature requests, customer feedback, and user data to inform product decisions.

 
Skills/Qualifications

• Strong time management skills to balance multiple projects and/or timelines at once
• Enthusiastic and passionate.
• Data analysis and visualization proficiency.
• Excellent writing and organizational skills.
• Effective communication and collaboration skills with cross-functional teams.
• Detail-oriented with excellent problem-solving abilities and resourcefulness.
• Self-motivated and easily adaptable.
• 3 years of experience within the independent advisory business, rebalancing experience a plus.

BENEFITS SUMMARY

• Healthcare coverage starting at $0 out of pocket for individuals
• HSA with annual company contribution ($200/individual, $350/family)
• Vision and Dental offered
• Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)
• $50K life and AD&D coverage at no charge
• 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
• Unlimited PTO policy

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