Trading Operations Specialist

Responsibilities

• Manage and execute trading operations to support the company's investment strategies.
• Monitor and reconcile accounts, ensuring accurate and timely reporting.
• Participate in the execution of model changes, tax-loss harvesting, and firm-wide rebalancing.
• Collaborate with portfolio management, investment teams, and traders to implement trading strategies.
• Maintain relationships with trading partners, custodians, and other key stakeholders.
• Develop and implement processes to improve the efficiency and effectiveness of trading operations.
• Stay current on market trends, regulatory developments, and other factors that may impact trading decisions.
• Identify and resolve trading-related issues in a timely and effective manner.
• Serve as a subject matter expert on a wide range of topics related to managed accounts, account features, and brokerage transactions.
• Able to take on special projects and additional duties across the investment operations organization.

Requirements

• 2+ years of experience in trading operations or a related field.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Proficiency in Excel and other financial analysis tools.
• Knowledge of trading operations, financial markets, and securities regulations.
• Experience with an order management system such as Orion strongly preferred.
• Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections.

Benefits

• $70,000 - $95,000 annual salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant
• Equity
• Flexible PTO
• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
• Certification reimbursement program
• Work from anywhere in the US

Pay

$70,000 - $95,000 annual salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant

Schedule

Not specified