Trading Operations Specialist (Equity)

Social Capital Resources; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Social Capital Resources is seeking an Equity Trading & Operations Analyst in New York, NY. The role involves supporting trade execution, portfolio reporting, and performance analysis for an equity investment team. You will collaborate with trading and operations teams to ensure accurate execution and reporting.

The ideal candidate will have a Bachelor’s degree in Finance and 2-4+ years of experience in financial services, with strong skills in Excel and familiarity with Bloomberg. This is a great opportunity to contribute to automation and process improvements within the team.

Qualifications

• 2–4+ years of financial services experience, including experience in a trading or investment operations environment.
• Understanding of trading workflows and portfolio administration.
• Familiarity with financial research and trading systems.

Responsibilities

• Support daily equity trade execution and settlement activities.
• Maintain and update portfolio performance and market data.
• Prepare reports for internal stakeholders.

Skills

Equity markets understanding

Strong Excel skills

Analytical thinking

Attention to detail

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

Bloomberg

Excel

AIM

VBA

SQL

Job description

Seeking an Equity Trading & Operations Analyst to support trade execution, portfolio reporting, performance analysis, and operational processes for an equity investment team. This role works closely with trading, operations, compliance, and back-office teams to ensure accurate execution, reporting, and process improvement initiatives.

Responsibilities

• Support daily equity trade execution and settlement activities
• Monitor portfolio cash positions, fund performance, and allocation reporting
• Maintain and update portfolio performance, ratings, and market data
• Ensure trades are completed accurately and in compliance with internal policies and regulatory requirements
• Partner with operations, compliance, brokers, and back-office teams to resolve trade or reporting issues
• Prepare daily, weekly, and monthly reports for internal stakeholders
• Assist with automation and process improvement projects alongside operations and IT teams
• Support database management and portfolio attribution analysis
• Help identify operational risks, discrepancies, and process enhancements
• Provide administrative and analytical support to the investment and operations teams

Qualifications

• Bachelor’s degree in Finance, Economics, or related field
• 2–4+ years of financial services experience, including experience in a trading or investment operations environment
• Understanding of equity markets, trading workflows, portfolio administration, or fund management
• Strong Excel and Microsoft Office skills
• Experience with Bloomberg and financial research/trading systems
• Familiarity with AIM, VBA, SQL, or related analytical tools is a plus
• Strong attention to detail, analytical thinking, and organizational skills