Trading Operations Senior Associate

DBi; Greenwich (CT); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services company in Greenwich seeks a Senior Associate to support operations and enhance infrastructure for investment strategies. The role demands 3-5 years of experience in financial services, strong analytical skills, and technical proficiency in Excel/VBA. Responsibilities include portfolio rebalancing, trade reconciliations, and ensuring compliance with regulatory requirements. The ideal candidate is detail-oriented and thrives in a fast-paced environment. This position is full-time at the mid-senior level.

Qualifications

• 3-5 years experience in financial services.
• Strong understanding of financial markets and trading operations.
• Experience with portfolio performance accounting.

Responsibilities

• Support weekly portfolio rebalancing and trade booking.
• Lead post-trade reconciliations and settlement resolution.
• Monitor portfolio compliance with regulatory requirements.

Skills

Financial services experience

Attention to detail

Analytical skills

Collaboration

Education

Bachelor's degree in Engineering, Computer Science, Finance, or related field

Tools

Excel/VBA

Python

SQL Server

Job description

A financial services company in Greenwich seeks a Senior Associate to support operations and enhance infrastructure for investment strategies. The role demands 3-5 years of experience in financial services, strong analytical skills, and technical proficiency in Excel/VBA. Responsibilities include portfolio rebalancing, trade reconciliations, and ensuring compliance with regulatory requirements. The ideal candidate is detail-oriented and thrives in a fast-paced environment. This position is full-time at the mid-senior level.