Specialist, Trading Services

Responsibilities

• Cook up the preparation, execution, and post-trade reconciliation of security transactions for both model-driven strategies and account-specific activity.
• Act as an internal expert on trading technology, including Tamarac Trading & Execution and related custodian systems, to enhance workflow accuracy and usability.
• Collaborate with the trading lead to manage trading processes, adjust account parameters, and implement necessary restrictions and settings for proper order handling.
• Assist in implementing trades at the strategy level across various groups of accounts, ensuring alignment with portfolio objectives and client guidelines.
• Inspect daily alerts, exception reports, and account-level data to spot discrepancies and keep accurate records across multiple platforms.
• Handle inquiries from internal stakeholders, investigate trading or account issues, and propose practical solutions based on findings.
• Forge effective working relationships with portfolio managers and advisors to ensure timely, accurate, and efficient trade execution.
• Supply transaction data, blotter details, and holdings information to operations, compliance, and investment leadership as required for oversight and reporting.
• Contribute to trade analysis and execution documentation that supports investment committee reviews and broader portfolio governance.

Requirements

• A minimum of 2 years of experience in investment management, trading support, or a related financial services environment.
• A bachelor’s degree in finance, economics, business, or a comparable field.
• Familiarity with portfolio data concepts like performance results, attribution, holdings characteristics, and cash positioning.
• Experience with Tamarac, portfolio management technology, or custodian trading platforms is preferred.
• Solid analytical judgment to evaluate transactions, identify issues, and support informed decision-making.
• Strong verbal and written communication skills, along with the interpersonal ability to work effectively across teams.
• A high level of accuracy, organization, and attention to detail when managing trade activity and related reporting.
• Working knowledge of investment products such as equities, mutual funds, fixed income, and derivatives or options.

Benefits

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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Pay

$75,000 - $100,000 USD Per Year

Schedule

Ongoing / Full-Time

Location

Akron, OH