Head Trader: Lead Multi-Asset Trading & Strategy

Operose; Milwaukee (WI); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health, Dental and Vision Insurance

401(k) plan with employer match

Job summary

Operose invites applications for an experienced Head Trader to lead trade execution and trading operations for its advisory and portfolio management team. The role requires steering daily activity across equities, ETFs, mutual funds, fixed income, and options while ensuring alignment with client objectives and restrictions.

The candidate will serve as the primary contact for custodians and advisors, maintain robust trading policies, and drive improvements in technology and workflow to support a

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field; CFA/MBA preferred.
• 5+ years of institutional trading experience.
• Ability to oversee trading across asset classes and client restrictions.

Responsibilities

• Lead daily trading activity across equities, ETFs, mutual funds, fixed income and options.
• Serve as primary trading contact for custodians and investment advisors.
• Maintain and enhance trading policies, procedures and controls.
• Monitor markets, trading activity and post-trade processes for issues.
• Collaborate with portfolio management on positioning and market insights.
• Design and monitor options trading strategies to manage risk.
• Ensure compliance with best-execution reviews and regulatory requirements.
• Evaluate trading technology and workflow design for growth and service.
• Provide best execution review and analysis to Investment Committee.

Skills

Institutional trading leadership

Cross-functional collaboration

Attention to detail

MS Office proficiency

Trading across asset classes

Education

Bachelor's degree in Finance/Economics/Business

CFA/CMT/MBA preferred

Tools

Trading platforms

Reporting software

Custodial platforms

Job description

Operose invites applications for an experienced Head Trader to lead trade execution and trading operations for its advisory and portfolio management team. The role requires steering daily activity across equities, ETFs, mutual funds, fixed income, and options while ensuring alignment with client objectives and restrictions.

The candidate will serve as the primary contact for custodians and advisors, maintain robust trading policies, and drive improvements in technology and workflow to support a