Investment Trading Operations Specialist

MAI; North Olmsted (OH); Hybrid; USD 50,000 - 62,000; Full time

Job summary

MAI seeks a Trader in Investment Operations to execute, reconcile and settle trades and support portfolio managers and advisors. You will interact with service providers and collaborate with senior traders on a variety of tasks to meet short and long-term trading needs.

The role requires experience with trade desk operations, strong analytical skills, and proficiency in Tamarac/Flyer Co-Pilot, Excel and related MS Office tools.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or related field required.
• 1–2 years of experience in trade desk and securities operations preferred.
• Experience with Tamarac and Flyer Co-Pilot preferred; strong Excel/Office skills expected.

Responsibilities

• Execute, allocate, and reconcile trades in a timely manner.
• Process paperwork for trade order execution and settlement.
• Maintain and rebalance portfolios across strategies.
• Collaborate with portfolio managers to implement trades and cash needs.
• Support trading requests from advisors and portfolio managers.
• Review security transactions and resolve issues with operations.

Skills

Trade execution

Reconciliations

Portfolio management knowledge

Compliance & risk awareness

Analytical skills

Team collaboration

Attention to detail

Education

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

Tools

Tamarac

Flyer Co-Pilot

Excel

PowerPoint

Word

SharePoint

Microsoft Dynamics CRM

Job description

MAI seeks a Trader in Investment Operations to execute, reconcile and settle trades and support portfolio managers and advisors. You will interact with service providers and collaborate with senior traders on a variety of tasks to meet short and long-term trading needs.

The role requires experience with trade desk operations, strong analytical skills, and proficiency in Tamarac/Flyer Co-Pilot, Excel and related MS Office tools.