Trading Operations Lead - SMA & Asset Management

Revolution Technologies; Memphis (TN); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Indemnités de stage/alternance

Job summary

Revolution Technologies in Memphis, TN seeks a skilled associate to support the Asset Management Services team, focusing on Separately Managed Accounts (SMA). Under supervision, you’ll assist traders, coordinate pricing, ensure trade execution, and maintain accurate trade data; you’ll also mentor junior staff and resolve client inquiries.

Ideal candidates have investment-firm experience, 1–3 years in financial services, strong communication, and proficiency with Office tools; a proactive,

Qualifications

• Recent experience working for an investment firm.
• 1–3 years of financial services industry experience.
• Ability to work in a fast-paced environment.
• Proficient with Microsoft Office products.
• Team player, willing to jump in and help others even if it does not fall within their job description.
• Clear and professional written and verbal communication skills.

Responsibilities

• Leads the work of others and provides training, coaching and mentoring to less experienced associates.
• Ensures that traders are notified of events that effect orders, including dividend declarations and stock splits.
• Provides and coordinates pricing information until the order has been executed, cancelled or expired.
• Ensures that trades are executed and confirmed in accordance with organizational policies and procedures.
• Facilitates the price adjustment and trade correction process.
• Ensures the open order file is reconciled and that trade data and information is entered and maintained in required databases.
• Reviews trade problem research results and determines appropriate corrective action.
• Contacts internal and external customers to resolve trading problems.
• Sets up and monitors client information and restrictions.
• Resolves comparison issues and assists in the portfolio allocation process.
• Accepts, screens and routes telephone calls and maintains record of inquiries, as required.
• Maintains currency in trading policies and procedures.
• Performs other duties and responsibilities as assigned.

Skills

Investment firm experience

Financial services experience

Communication skills

Team player

Microsoft Office proficiency

Tools

Microsoft Office

Job description

Revolution Technologies in Memphis, TN seeks a skilled associate to support the Asset Management Services team, focusing on Separately Managed Accounts (SMA). Under supervision, you’ll assist traders, coordinate pricing, ensure trade execution, and maintain accurate trade data; you’ll also mentor junior staff and resolve client inquiries.

Ideal candidates have investment-firm experience, 1–3 years in financial services, strong communication, and proficiency with Office tools; a proactive,