Trade Operations, Analyst

Forge is a technology innovator in the private market, aiming to deliver a richer future for everyone. The Trade Operations Analyst will oversee transactions on the Forge platform, ensuring compliance with internal requirements and optimizing trading processes. Responsibilities Develop a thorough understanding of Forge's transaction processes and become the deal point person/central source of knowledge for active transactions Review and process trade transactions to ensure accuracy and completeness Ensure timely and accurate settlement of trades in accordance with internal policies Identify potential risks and collaborate with internal teams to mitigate risk Ensure all trades comply with internal controls and regulatory (SEC/FINRA) requirements Participate in the implementation of new trading systems or upgrades to existing systems Work closely with brokers to resolve trade-related issues and ensure smooth settlement Interact with external parties such as issuers and clients to ensure a seamless, efficient process Communicate effectively with stakeholders to keep them informed about trade operations and issues Work cross-functionally with Forge's internal teams, including Business Development, Legal and Compliance Maintain accurate and comprehensive records of all trade transactions and operational activities Ensure proper documentation and adherence to record-keeping policies Skills Minimum of 1 year of professional experience in operations, consulting, finance, accounting, fund management and/or law Superior critical thinking skills and demonstrated success working in an entrepreneurial environment Excellent attention to detail and verbal/written communication skills Comfort performing in fast, high-pressure situations Desire to help the team increase operational efficiency and achieve strategic initiatives Ability to work independently and as part of a team SIE and Series 99 to be obtained 90 days from date of hire Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication Company Overview Forge is a global private securities marketplace creating an accessible, liquid, and transparent private market. It is a sub-organization of The Charles Schwab Corp. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is