Senior Trader - Strategy & Trade Excellence

MAI Capital Management; Independence Township (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

MAI Capital Management in Independence Township is seeking a Senior Trader to manage trade execution, reconciliations, and trading support. The role collaborates with advisors and portfolio managers to fulfill trading needs, ensuring efficient operation of trade workflows.

Ideal candidates will have a degree in Finance or Accounting and at least 5 years of experience in securities operations. Proficiency in trading systems like Tamarac and FIX Flyer Co-Pilot is preferred. A strong commitment to governance and excellent communication skills are essential.

Qualifications

• Minimum 5 years of experience in trade desk and securities operations.
• Demonstrated proficiency with portfolio accounting and trading systems.

Responsibilities

• Execute, allocate, and reconcile trades in a timely manner.
• Support trading requests from advisors and portfolio managers.
• Ensure trade workflow is operating with efficiency, quality, and accuracy.

Skills

Trade execution knowledge

Quantitative and analytical skills

Organizational and interpersonal skills

Education

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

Tools

Tamarac

FIX Flyer Co-Pilot

Salesforce

Excel

Word

SharePoint

Job description

MAI Capital Management in Independence Township is seeking a Senior Trader to manage trade execution, reconciliations, and trading support. The role collaborates with advisors and portfolio managers to fulfill trading needs, ensuring efficient operation of trade workflows.

Ideal candidates will have a degree in Finance or Accounting and at least 5 years of experience in securities operations. Proficiency in trading systems like Tamarac and FIX Flyer Co-Pilot is preferred. A strong commitment to governance and excellent communication skills are essential.