5,760 Trade Operations jobs in the United States
AD, Trade Operations
06879 Ridgefield, Connecticut
Boehringer Ingelheim
Posted 3 days ago
Job Viewed
Job Description
**Compensation Data**
This position offers a base salary typically between $140,000 and $222,000. The position may be eligible for a role specific variable or performance based bonus and or other compensation elements. For an overview of our benefits please click here. ( for leading the trade operations and customer service team to implement Human Pharma Distribution and customer service strategy, customer agreements and program measurement. The incumbent will implement all trade operational activities in order to maximize BIPI branded product performance within the BIPI guidelines. Owns the delivery and continued improvement of trade analytics and insights processes including DSA performance mgt, gross sales projections and wholesale inventory reporting. Acts as a trade cross-functional liaison connecting results and insights with internal and external customers including, brands, forecasting, production, BISC, IT, manufacturing, finance and key channel partners. The individual is responsible for overseeing the provision of analytic support to our Trade NAD and support our goal of achieving 100% product availability through a variety of distribution channels, ensuring a safe and secure supply chain.
As an employee of Boehringer Ingelheim, you will actively contribute to the discovery, development and delivery of our products to our patients and customers. Our global presence provides opportunity for all employees to collaborate internationally, offering visibility and opportunity to directly contribute to the companies´ success. We realize that our strength and competitive advantage lie with our people. We support our employees in a number of ways to foster a healthy working environment, meaningful work, mobility, networking and work-life balance. Our competitive compensation and benefit programs reflect Boehringer Ingelheim´s high regard for our employees.
**This role is based on-site at our Ridgefield, CT location with hybrid flexibility of 2-3 days per week on-site.**
**Duties & Responsibilities**
+ Implement and ensure measurement of BIPI Supply Chain contracts and inventory agreements to ensure patient supply and pharmacy customer service levels. Partners with cross functional teams including but not limited to Distribution and Revenue Operations to ensure BIPI meets customer and brand needs by connecting with them on Trade Customer requirements, industry trends and brand strategies.
+ Ensures customers maintain appropriate performance to minimize internal costs and maximize brand performance.
+ Maintains, utilizes and communicates DPA supply chain information, technology, product knowledge and effective skills in order to influence targeted Wholesalers, Independents and Retailer Accounts
+ Responsibility also includes oversight on managing inventories at the distribution level and portfolio brand level on an ongoing basis and working with Trade Ops team, demand planning and forecasting to ensure appropriate product available and proactively work to minimize supply disruptions for individual brands.
+ Proactive communicate to field and CRU to minimize impact of patient level outages.
+ Includes leveraging system and resources to monitor and manage orders from customers to meet patient demand and ongoing reporting and communication of inventory changes by working closely with finance and forecasting to report inventory impacts to sales forecast to Sr. Leadership.
+ Track, measure, and report Gross to net discount budget, benefits, metrics and ROI of full line wholesaler distribution agreement leveraging technology platforms. Lead negotiation, budget and implementation of technology platforms. In addition, work collaboratively with team to report, manage and measure specialty distribution gross to net budgets.
+ Fosters open communication among team members, with business partners and customers. Develops and delivers
+ clear, well-organized oral and written communications that are readily understood by others. Assists in the development of a national business plan, focused on Trade related management objectives, continuously aligning team efforts to prioritized opportunities that deliver outcomes.
+ Lead the Trade operations & Customer services team. Represent the function at the Trade & specialty leadership team. Foster open communication among team members, with business partners and customers. Develops and delivers clear operational recommendations and assist in the development and implementation of the Trade and Specialty departmental plan and budget.
**Requirements**
+ Bachelors degree from an accredited institution required
+ Requires a deep understanding of the US pharmaceutical distribution market. Including types of channels, the customers / distribution partners, the contacting and operations of those customers. An understanding of order to cash processes and gross to net forecasting. Deep understanding of distribution analytic systems and reporting processes
+ Minimum of eight (8) years customer service, marketing, finance or related business experience, including one (1) to two (2) years supply chain management. Prior pharmaceutical experience a plus.
+ Three (3) years of proven project management experience.
+ Demonstrated ability to learn existing sales processes and applications in a short time and be able to provide baseline support for business clients.
+ Demonstrated ability to organize, prioritize and balance multiple tasks simultaneously.
+ Previous supervisory experience required.
+ Demonstrated ability to manage budget and resources.
+ Demonstrated ability to achieve results in a highly matrixed organization.
+ Proficiency in MSOffice, Outlook and database applications, including knowledge of various desktop applications. Experience in Cognos/Report writing toolset required. Basic knowledge of SAP, Veeva and Ariba preferred.
+ History of successful performance.
+ Ability to travel (domestic)
**Eligibility Requirements:**
+ Must be legally authorized to work in the United States without restriction.
+ Must be willing to take a drug test and post-offer physical (if required).
+ Must be 18 years of age or older.
All qualified applicants will receive consideration for employment without regard to a person's actual or perceived race, including natural hairstyles, hair texture and protective hairstyles; color; creed; religion; national origin; age; ancestry; citizenship status, marital status; gender, gender identity or expression; sexual orientation, mental, physical or intellectual disability, veteran status; pregnancy, childbirth or related medical condition; genetic information (including the refusal to submit to genetic testing) or any other class or characteristic protected by applicable law.
This position offers a base salary typically between $140,000 and $222,000. The position may be eligible for a role specific variable or performance based bonus and or other compensation elements. For an overview of our benefits please click here. ( for leading the trade operations and customer service team to implement Human Pharma Distribution and customer service strategy, customer agreements and program measurement. The incumbent will implement all trade operational activities in order to maximize BIPI branded product performance within the BIPI guidelines. Owns the delivery and continued improvement of trade analytics and insights processes including DSA performance mgt, gross sales projections and wholesale inventory reporting. Acts as a trade cross-functional liaison connecting results and insights with internal and external customers including, brands, forecasting, production, BISC, IT, manufacturing, finance and key channel partners. The individual is responsible for overseeing the provision of analytic support to our Trade NAD and support our goal of achieving 100% product availability through a variety of distribution channels, ensuring a safe and secure supply chain.
As an employee of Boehringer Ingelheim, you will actively contribute to the discovery, development and delivery of our products to our patients and customers. Our global presence provides opportunity for all employees to collaborate internationally, offering visibility and opportunity to directly contribute to the companies´ success. We realize that our strength and competitive advantage lie with our people. We support our employees in a number of ways to foster a healthy working environment, meaningful work, mobility, networking and work-life balance. Our competitive compensation and benefit programs reflect Boehringer Ingelheim´s high regard for our employees.
**This role is based on-site at our Ridgefield, CT location with hybrid flexibility of 2-3 days per week on-site.**
**Duties & Responsibilities**
+ Implement and ensure measurement of BIPI Supply Chain contracts and inventory agreements to ensure patient supply and pharmacy customer service levels. Partners with cross functional teams including but not limited to Distribution and Revenue Operations to ensure BIPI meets customer and brand needs by connecting with them on Trade Customer requirements, industry trends and brand strategies.
+ Ensures customers maintain appropriate performance to minimize internal costs and maximize brand performance.
+ Maintains, utilizes and communicates DPA supply chain information, technology, product knowledge and effective skills in order to influence targeted Wholesalers, Independents and Retailer Accounts
+ Responsibility also includes oversight on managing inventories at the distribution level and portfolio brand level on an ongoing basis and working with Trade Ops team, demand planning and forecasting to ensure appropriate product available and proactively work to minimize supply disruptions for individual brands.
+ Proactive communicate to field and CRU to minimize impact of patient level outages.
+ Includes leveraging system and resources to monitor and manage orders from customers to meet patient demand and ongoing reporting and communication of inventory changes by working closely with finance and forecasting to report inventory impacts to sales forecast to Sr. Leadership.
+ Track, measure, and report Gross to net discount budget, benefits, metrics and ROI of full line wholesaler distribution agreement leveraging technology platforms. Lead negotiation, budget and implementation of technology platforms. In addition, work collaboratively with team to report, manage and measure specialty distribution gross to net budgets.
+ Fosters open communication among team members, with business partners and customers. Develops and delivers
+ clear, well-organized oral and written communications that are readily understood by others. Assists in the development of a national business plan, focused on Trade related management objectives, continuously aligning team efforts to prioritized opportunities that deliver outcomes.
+ Lead the Trade operations & Customer services team. Represent the function at the Trade & specialty leadership team. Foster open communication among team members, with business partners and customers. Develops and delivers clear operational recommendations and assist in the development and implementation of the Trade and Specialty departmental plan and budget.
**Requirements**
+ Bachelors degree from an accredited institution required
+ Requires a deep understanding of the US pharmaceutical distribution market. Including types of channels, the customers / distribution partners, the contacting and operations of those customers. An understanding of order to cash processes and gross to net forecasting. Deep understanding of distribution analytic systems and reporting processes
+ Minimum of eight (8) years customer service, marketing, finance or related business experience, including one (1) to two (2) years supply chain management. Prior pharmaceutical experience a plus.
+ Three (3) years of proven project management experience.
+ Demonstrated ability to learn existing sales processes and applications in a short time and be able to provide baseline support for business clients.
+ Demonstrated ability to organize, prioritize and balance multiple tasks simultaneously.
+ Previous supervisory experience required.
+ Demonstrated ability to manage budget and resources.
+ Demonstrated ability to achieve results in a highly matrixed organization.
+ Proficiency in MSOffice, Outlook and database applications, including knowledge of various desktop applications. Experience in Cognos/Report writing toolset required. Basic knowledge of SAP, Veeva and Ariba preferred.
+ History of successful performance.
+ Ability to travel (domestic)
**Eligibility Requirements:**
+ Must be legally authorized to work in the United States without restriction.
+ Must be willing to take a drug test and post-offer physical (if required).
+ Must be 18 years of age or older.
All qualified applicants will receive consideration for employment without regard to a person's actual or perceived race, including natural hairstyles, hair texture and protective hairstyles; color; creed; religion; national origin; age; ancestry; citizenship status, marital status; gender, gender identity or expression; sexual orientation, mental, physical or intellectual disability, veteran status; pregnancy, childbirth or related medical condition; genetic information (including the refusal to submit to genetic testing) or any other class or characteristic protected by applicable law.
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0
Trade Operations Analyst
10261 New York, New York
MIO Partners, Inc.
Posted 3 days ago
Job Viewed
Job Description
MIO Partners, Inc. (MIO) provides proprietary investment products to McKinsey's retirement plan and partners and offers independent, high-quality financial advice to McKinsey's partners. We manage a wide array of investment vehicles with significant expertise and a long and successful track record in alternative strategies, including hedge funds and private equity. We have a multibillion-dollar portfolio of assets under management, and we manage assets for and advise only McKinsey-related clients; we do not accept outside or third-party investments.
MIO is a values-based organization that is strongly aligned with our investors' interests. MIO measures success as performance relative to a market-based benchmark.
MIO, a 250+ person registered investment adviser, provides ample opportunities for somebody with an entrepreneurial drive to shine. We strive to meet the highest professional standards and build an organization that attracts, develops, and retains exceptional people. MIO is a wholly owned subsidiary of McKinsey, but our activities are kept entirely separate from those of the consulting Firm.
Primary responsibilities - General
- Learn Arcesium, Orchestrade, counterparty reporting, financial products (general concepts, trade booking details, valuations, trade processing, margin regimes, etc.)
- Learn the basics of trade support, margin processing, reconciliation, and break resolution.
- Support trade booking, allocation, and reconciliation processes for equities, fixed income, FX, and listed derivatives.
- Assist with daily trade matching and settlement oversight with brokers, custodians, and fund administrators.
- Monitor trade flow and resolve breaks or discrepancies under supervision.
- Work closely with portfolio managers and traders to confirm trade details and resolve operational issues.
- Help maintain accurate trade records in internal systems and ensure timely updates.
- Assist with end-of-day reporting and reconciliation of cash and positions.
- Run daily pricing.
- Basic support of the PMS system (Orchestrade).
- Review Arcesium reconciliations across the SMA platform (~50k positions across all asset types).
- Investigate, follow up, and advise Arcesium on regular and known breaks, communicate with external managers if needed.
- Identify and escalate to senior members unknown breaks.
- Assist with any operational needs the external managers have from MIO; learn and be able to action about 50% of requests.
- Review and process margin wires in close collaboration with Arcesium and Treasury.
- Analyze collateral and issue call backs, ensure they are processed.
- Ensure accurate reporting of requirement, collateral, and excess/deficit. Work with Middle Office on any collateral management actions.
- 1-2 years of work experience at a fund, administrator, or financial services firm.
- Bachelor's degree in finance, accounting, or economics.
- Strong Microsoft Excel skills (SQL a plus).
- Strong communication, presentation, and quantitative skills working with data and formulas.
- Ability to self-motivate and remain proactive, entrepreneurial, and collaborative.
Certain US states require MIO Partners, Inc. to include a reasonable estimate of the salary range for this role. Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to an individual's assigned office location, experience, and expertise. Certain roles are also eligible for bonuses, subject to MIO's discretion and based on factors such as individual and/or organizational performance. Additionally, MIO offers a comprehensive benefits package, including medical, dental and vision coverage, telemedicine services, life, accident and disability insurance, parental leave and family planning benefits, caregiving resources, a generous retirement program, financial guidance, and paid time off.
Base salary range
$90,000-$90,000 USD
MIO Partners, Inc. (MIO) is an equal opportunity employer. MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
We are committed to protecting your privacy. Please review our Applicant Privacy Policy for a detailed explanation of how we collect, use, and protect your personal information.
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1
Trade Operations Analyst
30383 Atlanta, Georgia
Intercontinental Exchange Holdings, Inc.
Posted 3 days ago
Job Viewed
Job Description
Overview
Job Purpose
ICE Operations offers market knowledge, technical expertise, customer service, and innovative tools to support our global functions. Systems, Network, and Trading Operations, Internal IT Support, Information Security, Client Services, and Data Centers all enable our business to run smoothly, securely, and efficiently.
ICE Trade Operations is part of a support organization that is responsible for the daily operations of multiple industry leading derivatives exchanges. The team provides first-line support for customers who use our proprietary trading systems and conduct real time trade surveillance of our futures markets. As the primary touchpoint for customers, we ensure they can quickly and efficiently support the trades and operations essential to their business.
The Trade Operations Analyst is the front line for our trading platform customers. The Trade Operations Analyst is well-versed in our products, markets, and operations, and is pivotal to ICE's commitment to strong customer service, integrity, and transparency in the financial marketplaces.
Responsibilities
#LI-MA2
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Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.
Job Purpose
ICE Operations offers market knowledge, technical expertise, customer service, and innovative tools to support our global functions. Systems, Network, and Trading Operations, Internal IT Support, Information Security, Client Services, and Data Centers all enable our business to run smoothly, securely, and efficiently.
ICE Trade Operations is part of a support organization that is responsible for the daily operations of multiple industry leading derivatives exchanges. The team provides first-line support for customers who use our proprietary trading systems and conduct real time trade surveillance of our futures markets. As the primary touchpoint for customers, we ensure they can quickly and efficiently support the trades and operations essential to their business.
The Trade Operations Analyst is the front line for our trading platform customers. The Trade Operations Analyst is well-versed in our products, markets, and operations, and is pivotal to ICE's commitment to strong customer service, integrity, and transparency in the financial marketplaces.
Responsibilities
- Conduct real-time surveillance of electronic trading activity in ICE Futures products
- Provide training on the ICE website, trading platform functionality, and specific trading information for OTC and futures markets
- Provide quick responsiveness to customers, offering functionality support and troubleshooting to resolve issues
- Support both new and existing companies in efficient use of our proprietary systems, resolving issues, problem-solving, and training
- Monitor the health and usage of our systems, escalating recurring or high-priority issues
- Produce operational reports to provide metrics and tracking of queries
- College degree or equivalent work experience in a customer-focused environment
- Knowledge of commodity markets, financial trading, or equity brokerage business; exposure to futures markets a plus
- Outstanding problem-solving and analytical skills, attention to detail, and ability to multitask
- Strong communication skills with demonstrated interpersonal skills
- Team player, with commitment to service to our customers and their needs
- Working knowledge of at least one of Salesforce, ServiceNow, MS Office
#LI-MA2
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Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.
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2
Trade Operations Analyst
10261 New York, New York
FalconX
Posted 3 days ago
Job Viewed
Job Description
Who are we?
FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape.
Responsibilities
The base pay for this role is expected to be between $81,000 - $109,000 in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired.
Notice at Collection and Privacy Policy
Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here.
Inclusivity Statement
FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences!
As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.
FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at , if you need assistance with participating in the application process.
FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape.
Responsibilities
- Handle all incoming counterparty settlement requests within a pre-agreed timeframe. Act as a point of contact for a portfolio of counterparties. Track towards assigned KPIs for trade operations.
- Work in concert with Trading Desk, Product, and Customer Success teams to understand and deliver on their expectations with regards to serving clients.
- Ensure trades, transfers and inventory reconciliation happens across different internal subsystems and external systems - banks, custodians, etc.
- Monitor daily inventory needs for - settlement, lending & borrowing activity- and liaise directly with Treasury Management.
- Provide inputs to compliance and risk teams to design pragmatic controls in this environment of changing regulatory landscape.
- Adhere to established trade operations processes designed for regulatory compliance.
- Liaise with Accounting and ensure proper trade and settlement data is provided to them on a timely basis.
- Perform reconciliations between internal systems and external to ensure data integrity, identify breaks and resolve them by working with relevant teams.
- Improve reconciliation processes, provide inputs in making them robust or/and identify gaps in current reconciliations so that there is completeness.
- 4+ years of experience in a trading firm, hedge fund or Investment Bank
- Superb self-management skills - you love organizing your work with the help of checklists and measuring your progress.
- Previous experience working in fast-paced, high-pressure environment
- Any Graduate
- Desire to become an expert on digital assets such as Bitcoin and Ethereum
The base pay for this role is expected to be between $81,000 - $109,000 in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired.
Notice at Collection and Privacy Policy
Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here.
Inclusivity Statement
FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences!
As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.
FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at , if you need assistance with participating in the application process.
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3
Trade Operations Specialist
55405 Saint Paul, Minnesota
Nuveen Investments
Posted 6 days ago
Job Viewed
Job Description
Company Overview:
Winslow Capital is a leading active growth manager with over $30 billion under management in large cap public equity and late stage private equity. Our firm has been investing in transformational growth companies since 1992. We have the stature, assets, resources, experience and expertise to find and understand growth companies across sectors and around the world. Winslow Capital is an independent investment affiliate of Nuveen. For more information, please visit our website at the Trading Operations Specialist, you will be a key member of the operations and investment teams supporting trade processes, data management, client reporting and portfolio management analytics. Responsibilities include trade calculation and allocation, cash management and program trading, strategy level and client specific guideline management, tax lot assessments and ETF trading processes. This role requires strong Microsoft Excel experience and is primarily responsible for providing support to traders and portfolio managers.
**Key Responsibilities and Duties**
+ Calculate and allocate trades, maintain client accounts in line with the model account and within client and strategy guidelines, manage client restrictions and proxy positions to ensure all accounts are in compliance and fully invested, ensure trade allocations are accurately entered within all necessary systems and reconciled daily across multiple strategies, control data within various systems to ensure integrity to minimize operational risk.
+ Perform daily cash/trade monitoring, account for expected and intraday cash notifications, raise and invest cash as requested by clients, execute program trades as needed
+ Validate information in databases including trades, prices and dividends, review data imports from external sources for accuracy, work with multiple sources to ensure accuracy in systems and timely resolution of issues
+ Manage commission budget and document all changes, reconcile commissions daily to ensure completeness and accuracy of posted transactions, track and reconcile all soft dollar / CSA trades daily, manage all soft dollar invoices and payments
+ Maintain all ETF accounts in line with models, create proxy basket daily for semi-transparent ETF Process creation and redemption orders, reconcile daily, perform tax lot assessments and initiate tax advantaged in-kind processes, manage relationships with Authorized Participants, Custodians and third parties
+ Responsible for trade aggregation and trade related reporting, provide commission related reports including soft dollar and client direction, respond timely to data requests
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
Required Experience
+ 2+ years of accounting or financial operations experience
Preferred Experience
+ 3+ years of accounting or financial operations experience
Related Skills
Communication, Consultative Communication, Continuous Improvement Mindset, Data Analysis, Due Diligence, Equities Trading, Executive Presence, Financial Markets, Inspires Others, Market/Industry Dynamics, Relationship Management, Trading Best Execution
**Anticipated Posting End Date:**
2025-08-30
Base Pay Range: $5,000/yr - 100,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit to learn more about us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
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+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
Winslow Capital is a leading active growth manager with over $30 billion under management in large cap public equity and late stage private equity. Our firm has been investing in transformational growth companies since 1992. We have the stature, assets, resources, experience and expertise to find and understand growth companies across sectors and around the world. Winslow Capital is an independent investment affiliate of Nuveen. For more information, please visit our website at the Trading Operations Specialist, you will be a key member of the operations and investment teams supporting trade processes, data management, client reporting and portfolio management analytics. Responsibilities include trade calculation and allocation, cash management and program trading, strategy level and client specific guideline management, tax lot assessments and ETF trading processes. This role requires strong Microsoft Excel experience and is primarily responsible for providing support to traders and portfolio managers.
**Key Responsibilities and Duties**
+ Calculate and allocate trades, maintain client accounts in line with the model account and within client and strategy guidelines, manage client restrictions and proxy positions to ensure all accounts are in compliance and fully invested, ensure trade allocations are accurately entered within all necessary systems and reconciled daily across multiple strategies, control data within various systems to ensure integrity to minimize operational risk.
+ Perform daily cash/trade monitoring, account for expected and intraday cash notifications, raise and invest cash as requested by clients, execute program trades as needed
+ Validate information in databases including trades, prices and dividends, review data imports from external sources for accuracy, work with multiple sources to ensure accuracy in systems and timely resolution of issues
+ Manage commission budget and document all changes, reconcile commissions daily to ensure completeness and accuracy of posted transactions, track and reconcile all soft dollar / CSA trades daily, manage all soft dollar invoices and payments
+ Maintain all ETF accounts in line with models, create proxy basket daily for semi-transparent ETF Process creation and redemption orders, reconcile daily, perform tax lot assessments and initiate tax advantaged in-kind processes, manage relationships with Authorized Participants, Custodians and third parties
+ Responsible for trade aggregation and trade related reporting, provide commission related reports including soft dollar and client direction, respond timely to data requests
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
Required Experience
+ 2+ years of accounting or financial operations experience
Preferred Experience
+ 3+ years of accounting or financial operations experience
Related Skills
Communication, Consultative Communication, Continuous Improvement Mindset, Data Analysis, Due Diligence, Equities Trading, Executive Presence, Financial Markets, Inspires Others, Market/Industry Dynamics, Relationship Management, Trading Best Execution
**Anticipated Posting End Date:**
2025-08-30
Base Pay Range: $5,000/yr - 100,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit to learn more about us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
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4
Data Analyst Trade Operations
02298 Boston, Massachusetts
The Ceres Group
Posted 21 days ago
Job Viewed
Job Description
The Trade Operations & Data Analyst will be a key member of the Investment Operations department with a primary focus on security reference data, characteristics data and overall asset data quality. The successful candidate will play a key role in formulating operational strategy, managing operational risk, creating and documenting efficient workflows, and supporting new initiatives for the firm. This person will work closely with other members of the Investment Operations and Technology teams as well as our Research Analysts, Portfolio Managers, and Traders. This position requires the ability to think strategically, with a continuous improvement mindset, the ability to demonstrate ownership to stakeholders around the firm, strong attention to detail, excellent communication skills, and an ability to work in a collaborative team atmosphere. Primary duties include the following:
- Responsible for accurate setup/maintenance of security master reference data
- Analyze and resolve complex data exceptions efficiently to ensure that data delivered to trading/compliance systems and all internal stakeholders is accurate
- Clearly and confidently communicate with stakeholders around the firm to address inquiries related to security master reference data
- Interface with front office teams to ensure integrity of investment related data, including accurate and timely set up and maintenance of security characteristics and pricing data in our internal systems
- Participate in firm-wide initiatives and projects as needed, including new product implementations by reviewing investment data needs and ensuring system readiness
- Provide day-to-day oversight for outsourced data operations functions
- Four year college degree (B.S. or B.A) with an excellent academic record
- Have at least 7 years of prior investment data experience with a very strong preference for someone with security reference master experience at an investment manager, a service provider (such as a custodian), or a broker-dealer
- Experience with Eagle PACE, Eagle RDC, Charles River, Bloomberg and Yield Book preferred
- Demonstrated ability to develop strategies, advocate for them, and execute as applicable
- Strong quantitative and analytical skills
- Highly organized, detail-oriented, flexible, reliable and proactive
- Excellent verbal, written, and interpersonal communication skills
- Demonstrated ability to follow established work processes and meet strict deadlines
- Ability to work effectively and independently as well as contribute to a team environment
- Possesses personal qualities compatible with a highly collegial and collaborative culture
Hybrid 4 days a week in office 1 remote.
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5
Mgr, Trade Operations & Analytics
62762 Springfield, Illinois
CVS Health
Posted today
Job Viewed
Job Description
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Do you want to make a large impact in your next role? Join CVS Health as the Trade Operations Analytics Manager, where you will create and facilitate the flow of information between Commercial Programs and the greater Trade business unit. The Manager understands key negotiations, annual and mid-year processes, and conversations across Commercial Programs.
You will maintain a thorough knowledge of Trade Commercial Programs, as well as an understanding of how that impacts the other entities within Trade. The Manager analyzes and utilizes data and Trade strategies to create reports aimed at informing and advising other areas within the Trade business unit.
**Primary responsibilities:**
- Interface with Trade negotiators to provide support in fielding and answering questions from internal partners.
- Maintain existing and create new financial and operational dashboards, to provide relevant value created by the Trade organization, disruption and overall trends to Commercial organizations.
- Collaborate with other Trade partners in evaluating opportunities to create value and improve existing processes.
**The ideal candidate will have:**
- Experience with the coordination of cross-functional team members and key decision makers and the ability to elevate critical issues.
- Experience communicating complex issues and relaying information in an effective manner.
- Demonstrated experience dissecting complex analytics and drawing meaningful insights for leadership
**Required Qualifications** :
- 5 years of experience in managed care which may include PBM, Pharma, market access, account management, specialty pharmacy, or health plan experience
- 5 years of analytics experience with spreadsheets, databases, and presentation software
- Intermediate experience with Microsoft Word, Excel, Teams and PowerPoint
**Preferred Qualifications:**
- MBA or Management consulting experience
**Education**
Bachelor of Science
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$54,300.00 - $145,860.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/25/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Do you want to make a large impact in your next role? Join CVS Health as the Trade Operations Analytics Manager, where you will create and facilitate the flow of information between Commercial Programs and the greater Trade business unit. The Manager understands key negotiations, annual and mid-year processes, and conversations across Commercial Programs.
You will maintain a thorough knowledge of Trade Commercial Programs, as well as an understanding of how that impacts the other entities within Trade. The Manager analyzes and utilizes data and Trade strategies to create reports aimed at informing and advising other areas within the Trade business unit.
**Primary responsibilities:**
- Interface with Trade negotiators to provide support in fielding and answering questions from internal partners.
- Maintain existing and create new financial and operational dashboards, to provide relevant value created by the Trade organization, disruption and overall trends to Commercial organizations.
- Collaborate with other Trade partners in evaluating opportunities to create value and improve existing processes.
**The ideal candidate will have:**
- Experience with the coordination of cross-functional team members and key decision makers and the ability to elevate critical issues.
- Experience communicating complex issues and relaying information in an effective manner.
- Demonstrated experience dissecting complex analytics and drawing meaningful insights for leadership
**Required Qualifications** :
- 5 years of experience in managed care which may include PBM, Pharma, market access, account management, specialty pharmacy, or health plan experience
- 5 years of analytics experience with spreadsheets, databases, and presentation software
- Intermediate experience with Microsoft Word, Excel, Teams and PowerPoint
**Preferred Qualifications:**
- MBA or Management consulting experience
**Education**
Bachelor of Science
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$54,300.00 - $145,860.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/25/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
View Now
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6
Global Trade Operations Specialist
80111 Centennial, Colorado
RGP
Posted today
Job Viewed
Job Description
As the International Trade Consultant, you will play a pivotal role in overseeing and enhancing the various processes involved in international trade. Your expertise will be crucial in ensuring that all trade activities are conducted efficiently, cost-effectively, and in accordance with regulatory requirements.
This requires a full-time, onsite presence in Centennial, Co.
+ Technical Data Determinations: Evaluate and approve technical data for export against USG authorizations.
+ ITAR Compliance: Apply a thorough understanding of International Traffic in Arms Regulations (ITAR) to complex technical scenarios.
+ Guidance Development: Develop guidance and establish rules of engagement for international collaborations.
+ Training and Support: Provide training and address compliance-related inquiries regarding USG export regulations, authorizations, and control plans.
+ Record Management: Maintain and manage export records in accordance with regulatory requirements.
+ Engineering Expertise: Preferred, as this position requires a detailed understanding of launch vehicle hardware.
+ Bachelor's Degree: In Business, Engineering, or a related field.
+ ITAR Proficiency: Ability to assess ITAR-regulated data and hardware.
+ Communication Skills: Strong oral and written communication abilities.
+ Team Collaboration: Collaborative team player with a detail-oriented mindset.
+ Engineering and Compliance: Background in both engineering and regulatory compliance.
+ Industry Experience: Experience in the aerospace and/or defense industry is highly desirable.
+ Variety of workplace arrangements including hybrid, remote, onsite.
+ Compensation commensurate with employee qualifications, experience, and other factors including geographic location, market, and operational factors.
+ Pay Range: $70-80/hr. (DOE)
+ Benefits: Medical, Dental, Vision, Life insurance, Disability insurance, 401(k) savings plan, Employee Stock Purchase plan, professional development program, Paid Time Off, Paid Sick Time (in geographies where legally required)
+ An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies, and qualities that set our team apart.
At RGP, we're creating a future where businesses produce their best work without constraints. We've built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.
Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human-centered design, and advanced technology, we celebrate our team's excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It's time to rethink how work gets done. Dare to Work Differently® with RGP.
RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.
This requires a full-time, onsite presence in Centennial, Co.
+ Technical Data Determinations: Evaluate and approve technical data for export against USG authorizations.
+ ITAR Compliance: Apply a thorough understanding of International Traffic in Arms Regulations (ITAR) to complex technical scenarios.
+ Guidance Development: Develop guidance and establish rules of engagement for international collaborations.
+ Training and Support: Provide training and address compliance-related inquiries regarding USG export regulations, authorizations, and control plans.
+ Record Management: Maintain and manage export records in accordance with regulatory requirements.
+ Engineering Expertise: Preferred, as this position requires a detailed understanding of launch vehicle hardware.
+ Bachelor's Degree: In Business, Engineering, or a related field.
+ ITAR Proficiency: Ability to assess ITAR-regulated data and hardware.
+ Communication Skills: Strong oral and written communication abilities.
+ Team Collaboration: Collaborative team player with a detail-oriented mindset.
+ Engineering and Compliance: Background in both engineering and regulatory compliance.
+ Industry Experience: Experience in the aerospace and/or defense industry is highly desirable.
+ Variety of workplace arrangements including hybrid, remote, onsite.
+ Compensation commensurate with employee qualifications, experience, and other factors including geographic location, market, and operational factors.
+ Pay Range: $70-80/hr. (DOE)
+ Benefits: Medical, Dental, Vision, Life insurance, Disability insurance, 401(k) savings plan, Employee Stock Purchase plan, professional development program, Paid Time Off, Paid Sick Time (in geographies where legally required)
+ An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies, and qualities that set our team apart.
At RGP, we're creating a future where businesses produce their best work without constraints. We've built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.
Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human-centered design, and advanced technology, we celebrate our team's excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It's time to rethink how work gets done. Dare to Work Differently® with RGP.
RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.
View Now
7
Mgr, Trade Operations & Analytics
85067 Phoenix, Arizona
CVS Health
Posted today
Job Viewed
Job Description
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Do you want to make a large impact in your next role? Join CVS Health as the Trade Operations Analytics Manager, where you will create and facilitate the flow of information between Commercial Programs and the greater Trade business unit. The Manager understands key negotiations, annual and mid-year processes, and conversations across Commercial Programs.
You will maintain a thorough knowledge of Trade Commercial Programs, as well as an understanding of how that impacts the other entities within Trade. The Manager analyzes and utilizes data and Trade strategies to create reports aimed at informing and advising other areas within the Trade business unit.
**Primary responsibilities:**
- Interface with Trade negotiators to provide support in fielding and answering questions from internal partners.
- Maintain existing and create new financial and operational dashboards, to provide relevant value created by the Trade organization, disruption and overall trends to Commercial organizations.
- Collaborate with other Trade partners in evaluating opportunities to create value and improve existing processes.
**The ideal candidate will have:**
- Experience with the coordination of cross-functional team members and key decision makers and the ability to elevate critical issues.
- Experience communicating complex issues and relaying information in an effective manner.
- Demonstrated experience dissecting complex analytics and drawing meaningful insights for leadership
**Required Qualifications** :
- 5 years of experience in managed care which may include PBM, Pharma, market access, account management, specialty pharmacy, or health plan experience
- 5 years of analytics experience with spreadsheets, databases, and presentation software
- Intermediate experience with Microsoft Word, Excel, Teams and PowerPoint
**Preferred Qualifications:**
- MBA or Management consulting experience
**Education**
Bachelor of Science
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$54,300.00 - $145,860.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/25/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Do you want to make a large impact in your next role? Join CVS Health as the Trade Operations Analytics Manager, where you will create and facilitate the flow of information between Commercial Programs and the greater Trade business unit. The Manager understands key negotiations, annual and mid-year processes, and conversations across Commercial Programs.
You will maintain a thorough knowledge of Trade Commercial Programs, as well as an understanding of how that impacts the other entities within Trade. The Manager analyzes and utilizes data and Trade strategies to create reports aimed at informing and advising other areas within the Trade business unit.
**Primary responsibilities:**
- Interface with Trade negotiators to provide support in fielding and answering questions from internal partners.
- Maintain existing and create new financial and operational dashboards, to provide relevant value created by the Trade organization, disruption and overall trends to Commercial organizations.
- Collaborate with other Trade partners in evaluating opportunities to create value and improve existing processes.
**The ideal candidate will have:**
- Experience with the coordination of cross-functional team members and key decision makers and the ability to elevate critical issues.
- Experience communicating complex issues and relaying information in an effective manner.
- Demonstrated experience dissecting complex analytics and drawing meaningful insights for leadership
**Required Qualifications** :
- 5 years of experience in managed care which may include PBM, Pharma, market access, account management, specialty pharmacy, or health plan experience
- 5 years of analytics experience with spreadsheets, databases, and presentation software
- Intermediate experience with Microsoft Word, Excel, Teams and PowerPoint
**Preferred Qualifications:**
- MBA or Management consulting experience
**Education**
Bachelor of Science
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$54,300.00 - $145,860.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/25/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
View Now
8
Mgr, Trade Operations & Analytics
06132 Hartford, Connecticut
CVS Health
Posted 3 days ago
Job Viewed
Job Description
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Do you want to make a large impact in your next role? Join CVS Health as the Trade Operations Analytics Manager, where you will create and facilitate the flow of information between Commercial Programs and the greater Trade business unit. The Manager understands key negotiations, annual and mid-year processes, and conversations across Commercial Programs.
You will maintain a thorough knowledge of Trade Commercial Programs, as well as an understanding of how that impacts the other entities within Trade. The Manager analyzes and utilizes data and Trade strategies to create reports aimed at informing and advising other areas within the Trade business unit.
**Primary responsibilities:**
- Interface with Trade negotiators to provide support in fielding and answering questions from internal partners.
- Maintain existing and create new financial and operational dashboards, to provide relevant value created by the Trade organization, disruption and overall trends to Commercial organizations.
- Collaborate with other Trade partners in evaluating opportunities to create value and improve existing processes.
**The ideal candidate will have:**
- Experience with the coordination of cross-functional team members and key decision makers and the ability to elevate critical issues.
- Experience communicating complex issues and relaying information in an effective manner.
- Demonstrated experience dissecting complex analytics and drawing meaningful insights for leadership
**Required Qualifications** :
- 5 years of experience in managed care which may include PBM, Pharma, market access, account management, specialty pharmacy, or health plan experience
- 5 years of analytics experience with spreadsheets, databases, and presentation software
- Intermediate experience with Microsoft Word, Excel, Teams and PowerPoint
**Preferred Qualifications:**
- MBA or Management consulting experience
**Education**
Bachelor of Science
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$54,300.00 - $145,860.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/25/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Do you want to make a large impact in your next role? Join CVS Health as the Trade Operations Analytics Manager, where you will create and facilitate the flow of information between Commercial Programs and the greater Trade business unit. The Manager understands key negotiations, annual and mid-year processes, and conversations across Commercial Programs.
You will maintain a thorough knowledge of Trade Commercial Programs, as well as an understanding of how that impacts the other entities within Trade. The Manager analyzes and utilizes data and Trade strategies to create reports aimed at informing and advising other areas within the Trade business unit.
**Primary responsibilities:**
- Interface with Trade negotiators to provide support in fielding and answering questions from internal partners.
- Maintain existing and create new financial and operational dashboards, to provide relevant value created by the Trade organization, disruption and overall trends to Commercial organizations.
- Collaborate with other Trade partners in evaluating opportunities to create value and improve existing processes.
**The ideal candidate will have:**
- Experience with the coordination of cross-functional team members and key decision makers and the ability to elevate critical issues.
- Experience communicating complex issues and relaying information in an effective manner.
- Demonstrated experience dissecting complex analytics and drawing meaningful insights for leadership
**Required Qualifications** :
- 5 years of experience in managed care which may include PBM, Pharma, market access, account management, specialty pharmacy, or health plan experience
- 5 years of analytics experience with spreadsheets, databases, and presentation software
- Intermediate experience with Microsoft Word, Excel, Teams and PowerPoint
**Preferred Qualifications:**
- MBA or Management consulting experience
**Education**
Bachelor of Science
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$54,300.00 - $145,860.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/25/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
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