Associate, Equity Assistant Trader & Operations Administrator

Max Consulting LLC; New York (NY); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Discretionary bonus

Hybrid schedule

Comprehensive benefits

Job summary

Max Consulting LLC in New York seeks an Associate, Equity Assistant Trader & Operations Administrator to support equity trading and operations. You will execute trades, analyze portfolio performance, and manage data processes with front, middle, and back-office collaboration.

The role requires 3–4+ years in trading or investment operations, advanced Excel and Bloomberg, and a hybrid schedule with at least 3 days in the office. Competitive salary and discretionary bonus offered.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• 3–4+ years in financial services with trading or operations exposure.
• Experience in equities, trading, or portfolio management.
• Strong knowledge of equity markets and instruments.
• Advanced Excel skills and MS Office proficiency.
• Experience with Bloomberg or similar tools required.
• Familiarity with trading systems (AIM) and VBA/SQL is a plus.
• Analytical, organized, and multi-tasking capabilities.

Responsibilities

• Execute and process equity trades with internal teams and brokers.
• Monitor portfolio performance and attribution analysis.
• Track cash positions and maintain performance databases.
• Ensure accurate trade settlements and reporting.
• Collaborate across operations, compliance, and IT for improvements.
• Prepare daily/weekly/monthly internal reports.
• Support research and operations teams with administrative tasks.
• Maintain strong internal controls and regulatory compliance.

Skills

Advanced Excel

Bloomberg

SQL

VBA

Data analytics

MS Office

Trading knowledge

Communication

Education

Bachelor’s degree in Finance or Economics

Tools

Bloomberg Terminal

AIM trading system

Job description

Job #: F10920 | Added Date: 05/05/2026

Associate, Equity Assistant Trader & Operations Administrator

ACCOUNTING & FINANCE

• Full-time
• 100 to 110K
• Region: US
• Location: NYC , NY
  
  

Overview

This position has been on hold. Global asset management firm seeking a detail-oriented Associate to support equity trading and operations. Responsible for trade execution, portfolio performance analysis, and reporting. Work closely with front, middle, and back-office teams to ensure accuracy and compliance. Monitor cash positions, manage databases, and support attribution analysis. 3–4+ years of experience in trading, equities, or investment operations required. Strong understanding of equity markets and financial instruments. Advanced Excel and Bloomberg proficiency required. Hybrid work schedule (minimum 3 days in office). Salary: $100K–$110K + discretionary bonus (no exceptions above range). Excellent opportunity to gain hands-on exposure within a global investment platform.

Description

Our client is a large international asset management firm with a strong global presence and a long-standing track record in institutional investment management. The firm offers a collaborative, performance-driven environment with exposure to global equity markets and sophisticated investment strategies.

This role supports the Equity team across trade execution, portfolio analysis, and operational functions. The Associate will be responsible for ensuring accurate and timely execution of trades, monitoring portfolio performance, and supporting data management and reporting processes. The position also partners closely with front, middle, and back-office teams to maintain operational integrity and compliance.

Key Responsibilities

Execute and process equity trades in coordination with internal teams and external brokers

Monitor and analyze portfolio performance, including attribution and allocation

Track cash positions and maintain performance-related databases

Ensure accuracy and completeness of trade settlements and reporting

Collaborate with operations, compliance, and IT teams on process improvements and automation initiatives

Prepare daily, weekly, and monthly reports for internal stakeholders

Support equity research analysts and operations teams with administrative and analytical tasks

Maintain strong adherence to internal controls, risk management, and regulatory requirements

Requirements

Bachelor’s degree in Finance, Economics, or a related field

3–4+ years of experience in financial services, with exposure to trading or investment operations

Prior experience in equities, trading, portfolio management, or related areas

Solid understanding of equity markets and financial instruments

Advanced Excel skills and strong proficiency in MS Office

Experience With Bloomberg Or Similar Financial Tools Required

Familiarity with trading systems (e.g., AIM) and tools such as VBA, SQL, or data analytics platforms is a plus

Strong analytical, organizational, and problem-solving skills

Detail-oriented with the ability to manage multiple priorities in a fast-paced environment

Strong communication skills and ability to collaborate across teams

Compensation

Base Salary: $100,000 – $110,000

Eligible for discretionary bonus based on performance

Comprehensive benefits package

Employment Type: Full-time, Exempt

Candidates with compensation expectations above the stated range will not be considered.

Work Arrangement

Hybrid schedule (minimum 3 days in-office)

Flexibility required based on business needs

Additional Information

Pre-employment background checks will be conducted, including employment and education verification

This role offers strong exposure to both trading and operations, making it ideal for candidates looking to build a long-term career within asset management

This job description intentionally maintains full content for transparency and candidate clarity.

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