Entry-Level Trading Operations Associate

MAI Capital Management; Independence (OH); On-site; USD 50,000 - 62,000; Full time

Benefits offered by this job

Discretionary Bonus

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Health Savings Account

Paid Maternity Leave

Paid Parental Leave

Tuition Reimbursement

Job summary

A financial management firm is seeking a Trader in Investment Operations. This entry-level role involves executing and reconciling trades, supporting investment strategies, and collaborating with advisors and portfolio managers. Candidates should have a Bachelor's degree and preferred experience in securities operations. The position offers various benefits including medical and dental insurance, and a discretionary bonus.

Qualifications

• 1 – 2 years of experience in trade desk and securities operations preferred.
• Proficiency with portfolio trading systems is preferred.
• Ability to multi-task and work under pressure.

Responsibilities

• Execute, allocate, and reconcile trades.
• Maintain and rebalance portfolios across strategies.
• Support trading requests from advisors and portfolio managers.

Skills

Team player

Analytical skills

Quantitative skills

Communication skills

Education

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

Tools

Excel

PowerPoint

Word

Microsoft Dynamics CRM

Tamarac

Flyer Co-Pilot

Job description

A financial management firm is seeking a Trader in Investment Operations. This entry-level role involves executing and reconciling trades, supporting investment strategies, and collaborating with advisors and portfolio managers. Candidates should have a Bachelor's degree and preferred experience in securities operations. The position offers various benefits including medical and dental insurance, and a discretionary bonus.