Trading & Investment Ops Associate — Onsite Scottsdale

Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs); Scottsdale (AZ); Presencial; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

Life Insurance

401k with matching

PTO

Descripción de la vacante

Amplify is seeking a Trading & Investment Operations Associate to support daily workflows, advisor communications, and internal coordination in Scottsdale. The role involves managing inquiries, coordinating meetings, and maintaining operational rhythm for the trading desk.

You’ll assist with reporting, data quality, and cross-team follow-ups to ensure precision and responsiveness expected from Amplify’s platform.

Formación

• Bachelor’s degree in Finance, Economics, or related field.
• 2+ years of experience in portfolio management, trading, or investment support within an RIA, TAMP, or asset management environment.
• Strong organizational and project management skills.
• Excellent interpersonal and communication abilities.
• Detail-oriented and proactive; thrives in a fast-paced, accountable environment.
• Interest in financial markets and growth into trading/strategy roles.

Responsabilidades

• Serve as first point of contact for advisor inquiries related to trading, models, allocations, and investment processes.
• Triage questions and direct to appropriate trader, strategist, or operations specialist.
• Track open requests and ensure timely resolution.
• Coordinate advisor meetings, webinars, and investment briefings with trading/marketing teams.
• Maintain shared communication logs and documentation for follow-up and visibility.
• Support day-to-day trading desk operations: trade logs, data reviews, portfolio updates.
• Assist onboarding of new advisors, models, and third-party managers onto Amplify’s TAMP/UMA platforms.

Conocimientos

Portfolio management

Trading

Investment support

Project management

Communication

Educación

Bachelor’s degree in Finance or Economics

MBA (plus)

FINRA Series 7/65/24 (plus)

CFA / CAIA / CIMA (plus)

Herramientas

NetX360

Bond Beacon

BondNav

Tamarac

Addepar

Descripción del empleo

Amplify is seeking a Trading & Investment Operations Associate to support daily workflows, advisor communications, and internal coordination in Scottsdale. The role involves managing inquiries, coordinating meetings, and maintaining operational rhythm for the trading desk.

You’ll assist with reporting, data quality, and cross-team follow-ups to ensure precision and responsiveness expected from Amplify’s platform.