Senior Trading Specialist — Wealth Ops & Automation
Cardata
14 days+
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Job summary
Cardata is looking for a Senior Trading Associate in New York to take charge of the trade lifecycle across multiple custodial platforms. The role guarantees accurate execution of client investment strategies while adhering to regulatory requirements. Candidates should have over 4 years of trading operations experience and a Bachelor's degree in Finance or related fields. This position offers competitive compensation, excellent health benefits, and a chance to shape the future of wealth management in a fast-growing startup environment.
Qualifications
- 4+ years of experience in trading operations or investment operations.
- Strong understanding of trade execution workflows and portfolio rebalancing mechanics.
- Experience in high-volume trading environments with exceptional accuracy.
Responsibilities
- Execute and manage trades across advisory accounts and platforms.
- Oversee the full trade lifecycle from order intake to settlement.
- Monitor trading activity and identify discrepancies during settlement.
Skills
Trading operations
Order management systems
Data analysis
Regulatory compliance
Education
Bachelor’s degree in Finance, Economics, Business, or related field
Tools
Excel
Schwab
Fidelity
Pershing
Apex
Job description
Cardata is looking for a Senior Trading Associate in New York to take charge of the trade lifecycle across multiple custodial platforms. The role guarantees accurate execution of client investment strategies while adhering to regulatory requirements. Candidates should have over 4 years of trading operations experience and a Bachelor's degree in Finance or related fields. This position offers competitive compensation, excellent health benefits, and a chance to shape the future of wealth management in a fast-growing startup environment.
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