Equity Assistant Trader & Operations Administrator

Alpha Global Search LLC; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Alpha Global Search LLC is seeking an Equity Assistant Trader & Operations Administrator in New York, NY. This role involves supporting trade execution, portfolio monitoring, and operational coordination for the Equity team. The ideal candidate will have a Bachelor's degree in Finance or Economics, with at least 3-4 years in financial services. Candidates should possess strong Excel and Bloomberg skills, and be detail-oriented with a team-oriented mindset. This role supports automation initiatives and provides critical reporting within a fast-paced environment.

Qualifications

• 3–4+ years of financial services experience, including exposure to trading, investment operations, or portfolio administration.
• Understanding of equity markets, trading workflows, and portfolio operations.
• Detail-oriented with the ability to multitask in a fast-paced environment.

Responsibilities

• Support equity trade execution and settlement processes.
• Monitor portfolio cash positions and performance measurement data.
• Prepare daily, weekly, and monthly operational and investment reports.
• Assist with automation and process improvement initiatives.

Skills

Excel

Communication

Organization

Analytical skills

Education

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

Tools

Bloomberg

AIM

VBA

SQL

BQuant

Job description

Position Overview

The Equity Assistant Trader & Operations Administrator will assist with trade execution, portfolio monitoring, fund performance measurement, reporting, and operational coordination for the Equity team. The individual will collaborate with front, middle, and back-office teams to ensure accurate and timely trading activity, reporting, and operational processes. The role also supports automation initiatives and database management projects.

Responsibilities

• Support equity trade execution and settlement processes in coordination with operations, broker/dealers, and back-office teams
• Monitor portfolio cash positions, fund allocations, and performance measurement data
• Assist with portfolio attribution analysis and maintain investment-related databases
• Prepare daily, weekly, and monthly operational and investment reports
• Coordinate with compliance and operations teams to ensure adherence to internal policies and regulatory requirements
• Assist with automation and process improvement initiatives in collaboration with IT and operations teams
• Maintain accurate trading records and resolve operational discrepancies in a timely manner
• Provide administrative and analytical support to equity research analysts and trading professionals

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field
• 3–4+ years of financial services experience, including exposure to trading, investment operations, or portfolio administration
• Understanding of equity markets, trading workflows, and portfolio operations
• Strong Excel and Microsoft Office skills required
• Bloomberg proficiency required; familiarity with AIM, VBA, SQL, BQuant, or related tools is a plus
• Strong analytical, organizational, and communication skills
• Detail-oriented with the ability to multitask in a fast-paced environment
• Team-oriented mindset with flexibility to support multiple functions as needed