Trading & Operations Associate

Key Responsibilities

• Aid in trade entry, reconciliation, settlement, and monitoring daily activity
• Support rebalancing, cash management, and maintain trade documentation
• Respond to client inquiries and assist with onboarding and account setup
• Process account forms, transfers, and maintain accurate client records
• Cook up coordination with portfolio managers, custodians (Schwab), and internal teams
• Provide backup coverage for Schwab desk operations as needed

Qualifications

• Bachelor’s degree or equivalent experience
• 2-5 years in financial services, operations, or trading support preferred
• Strong attention to detail, organization, and follow-through
• Excellent communication and client service skills
• Experience with Schwab or similar platforms and Excel preferred

Key Attributes

• High level of accuracy and ownership
• Intellectual curiosity and willingness to learn
• Problem-solving mindset and reliability
• Team-oriented approach

What We Offer

• Competitive compensation and comprehensive benefits
• Stable, collaborative team environment
• Exposure to multi-asset and alternative investment strategies
• Opportunity to build a strong foundation within a respected and independently operated investment firm