Senior Trader: Mastery in Execution & Portfolio Strategy

District Partners; Independence (MO); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

null

Job summary

District Partners is seeking a Senior Trader in Investment Operations in Independence, MO to execute and reconcile trades, rebalance portfolios, and support portfolio managers and advisors. The role blends strategic oversight with hands-on trading and operations.

You will partner with senior traders and the Trading Team Manager on a range of tasks to meet short and long-term goals. The position requires a minimum 5 years of experience in trade desk operations and a solid background in portfolio

Qualifications

• Minimum 5 years of experience in trade desk and securities operations.
• B.A. or B.S. degree in Finance, Accounting, or related field.
• Demonstrated knowledge of trade executions.
• Demonstrated proficiency with portfolio accounting and trading systems; Tamarac, FIX Flyer Co-Pilot.
• Experience with Salesforce, Excel, Word, SharePoint.
• Proficiency with Outlook, Word, Excel, Adobe.

Responsibilities

• Execute, allocate, and reconcile trades in a timely manner.
• Maintain and rebalance portfolios across different strategies.
• Work with portfolio managers to implement model changes and manage cash needs.
• Support trading requests from advisors and portfolio managers.
• Update and maintain reports daily, weekly, and monthly.
• Identify and resolve discrepancies between custodian, trading platform, and accounting system.
• Ensure trade workflow operates with efficiency, quality, and accuracy.

Skills

Trade desk experience

Analytical skills

Communication skills

Teamwork

Risk management

Education

B.A. or B.S. degree in Finance, Accounting, or related field

Tools

Tamarac

FIX Flyer Co-Pilot

Salesforce

Excel

Word

SharePoint

Outlook

Adobe

Job description

District Partners is seeking a Senior Trader in Investment Operations in Independence, MO to execute and reconcile trades, rebalance portfolios, and support portfolio managers and advisors. The role blends strategic oversight with hands-on trading and operations.

You will partner with senior traders and the Trading Team Manager on a range of tasks to meet short and long-term goals. The position requires a minimum 5 years of experience in trade desk operations and a solid background in portfolio