Trading Operations Associate: Execution & Automation

SCS; Needham (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k)

Job summary

SCS Financial is seeking a Trading Associate in Needham, MA to support trade execution, cash management, and rebalancing across client accounts. You’ll work with the Trading team to ensure accurate, timely trades and to resolve breaks in coordination with operations and custodians.

The role involves building automation with Python, VB, and Power Automate, and requires a finance-related degree with 1–3 years in financial services.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics or related discipline preferred.
• 1–3 years of experience in financial services, investment operations, trading support, or related role; entry-level with coursework considered.
• Interest in trading, portfolio operations, financial markets, and investment management.
• Strong proficiency in Excel and ability to work accurately with financial data.
• Working knowledge of Python; VBA or Power Automate a plus.

Responsibilities

• Assist with building, executing, and allocating trades across client accounts and custodial platforms, including equities, mutual funds, and other approved investment vehicles.
• Monitor daily trading workflows, queues, and task lists to help ensure timely and accurate completion of trading activity.
• Research and help resolve trade, position, and cash breaks in coordination with Trading, Operations, Advisors, custodians, and executing brokers.
• Assist with maintaining client accounts within rebalancing software, including setup, target updates, and running rebalancing tools.
• Support portfolio maintenance activities, including rebalancing, cash reviews, tax‑loss harvesting, and identification of portfolios requiring review.
• Support cash management workflows by reviewing cash balances, contributions, distributions, pending cash needs, and coordinating follow‑up with advisory and operations teams.
• Use the firm’s trading and CRM platforms, including RedBlack and Salesforce, to support daily trading and portfolio management activities.
• Adhere to trading procedures, compliance requirements, and established operating best practices.
• Complete additional ad hoc assignments accurately and on time while providing appropriate updates to stakeholders.
• Assist with the development and maintenance of automation solutions for the trading team using Python, Visual Basic, and/or Power Automate.

Skills

Financial markets

Excel

Python

Communication

Attention to detail

Education

Bachelor's degree in Finance/Economics/Accounting/Business/Math

Tools

Python

Visual Basic

Power Automate

Excel

Salesforce

RedBlack

Job description

SCS Financial is seeking a Trading Associate in Needham, MA to support trade execution, cash management, and rebalancing across client accounts. You’ll work with the Trading team to ensure accurate, timely trades and to resolve breaks in coordination with operations and custodians.

The role involves building automation with Python, VB, and Power Automate, and requires a finance-related degree with 1–3 years in financial services.