Skip to content
ForgeForgeSan Francisco, CA

Trade Operations, Analyst

Oversees private-market trade processing, settlement, compliance, documentation, and issue resolution while serving as a central transaction resource. Requires at least one year of relevant operations, finance, consulting, accounting, fund management, or legal experience and strong attention to detail.

65k – 80k/yr
Hybrid1+ YOEBusiness Operations

About the role

Responsibilities

Trade Processing and Monitoring

  • Develop a thorough understanding of Forge’s transaction processes and become the deal point person and 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.

Compliance and Risk Management

  • Identify potential risks and collaborate with internal teams to mitigate them.
  • Ensure all trades comply with internal controls and SEC/FINRA requirements.

System and Process Improvements

  • Participate in implementing new trading systems or upgrading existing systems.

Collaboration and Communication

  • Work closely with brokers to resolve trade-related issues and ensure smooth settlement.
  • Interact with issuers and clients to ensure a seamless, efficient process.
  • Communicate effectively with stakeholders about trade operations and issues.
  • Work cross-functionally with Business Development, Legal, and Compliance teams.

Documentation and Record-Keeping

  • Maintain accurate and comprehensive records of trade transactions and operational activities.
  • Ensure proper documentation and adherence to record-keeping policies.

Requirements

  • Minimum of 1 year of professional experience in operations, consulting, finance, accounting, fund management, and/or law.
  • Superior critical-thinking skills and demonstrated success in an entrepreneurial environment.
  • Excellent attention to detail and verbal and written communication skills.
  • Comfort performing in fast-paced, high-pressure situations.
  • Desire to help increase operational efficiency and achieve strategic initiatives.
  • Ability to work independently and as part of a team.
  • Obtain SIE and Series 99 licenses within 90 days of hire.
  • Ability to operate a computer for 8 hours per day and exchange detailed information through verbal and written communication.

Compensation

  • San Francisco annual salary range: $65,000–$80,000, plus an annual bonus.
  • Final offers may vary based on geography, experience, expertise, bonus, and other factors.

Skills

trade operationstrade processingtrade settlementsec regulationsfinra regulationsRisk ManagementInternal Controlstrading systemsrecord-keepingsieseries 99

Similar roles

Business Operations jobs
LeafLink

Business Operations Associate

LeafLinkUnited States

This role improves business processes, analyzes operational and market data, and coordinates cross-functional initiatives across a fast-paced startup. It requires 4–5 years of experience, strong Excel and Salesforce skills, and excellent communication and organizational abilities.

65k – 85k/yrRemote4+ YOEBusiness Operations
Hometap

Application Specialist

HometapUnited States

Owns homeowner application pipeline from intake through underwriting handoff. Reviews documentation, coordinates with vendors and internal teams, and ensures completeness and accuracy. Requires 1-3 years experience in loan processing or finance ops.

65k – 65k/yrRemote1+ YOEBusiness Operations
Function Health

Operations Associate, Care Advisor

Function HealthUnited States

Operations Associate managing backend tasks for member screening journeys in healthcare imaging, partnering with sites and clinical teams for seamless experiences. Requires 1-5 years operations/customer service experience, strong process skills, and bachelor's degree.

65k – 85k/yrRemote1+ YOEBusiness Operations
ZoomInfo

Business Consultant II, GTM

ZoomInfoBethesda, MD +2

Business Consultant supporting enterprise clients with data-driven go-to-market strategy, revenue operations, data architecture, and operational enablement through analysis, recommendations, and consulting deliverables. Early-career role requiring strong analytical skills, structured thinking, and ability to engage senior stakeholders; 0-2 years experience and bachelor's degree preferred.

67k – 105k/yrHybridEntry levelBusiness Operations
Northwood Space

Purchasing Coordinator

Northwood SpaceLos Angeles, CA +1

Coordinates purchasing activities, supplier communications, purchase orders, and ERP records to support manufacturing and engineering operations. The role requires 1–3 years of procurement or related experience, strong organization, and effective cross-functional communication.

67k – 83k/yrOn-site1+ YOEBusiness Operations