Trading Specialist

Insight Global; Milwaukee (WI); On-site; USD 25,000 - 26,000; Full time

Job summary

Insight Global in Milwaukee is seeking a detail-oriented Trading Specialist to support a high-volume money market trading environment. You will execute, instruct, confirm, and approve money market trades throughout the day, processing up to 150 transactions daily while ensuring accuracy and timely completion.

The Trading Specialist will work closely with investment officers, trust administration teams, trade services, and other internal stakeholders to support trading activities and resolve

Qualifications

• Bachelor's degree or two years of equivalent experience in finance.
• Excel experience (filtering and sorting features and functions).
• Great communication, energy, and work ethic.

Responsibilities

• Execute, instruct, confirm, and approve money market trades throughout the day.
• Process up to 150 transactions daily with accuracy and timeliness.
• Collaborate with investment officers, trust administration, trade services and others to support trading activities and inquiries.
• Provide operational support for client accounts and investment products; monitor trade activity and enforce procedures and risk controls.

Skills

Excel experience

Communication skills

Energy/work ethic

Education

Bachelor's degree or 2 years finance experience

Tools

MS Access

Excel Pivot Tables & VLOOKUPs

Job description

• Bachelor's Degree Or Two Years of equivalent experience in Finance
• Excel experience (filtering and sorting features and functions)
• Great communication, energy, and work ethic!

Plusses:

• -MS Access
• -Excel (Pivot Table and V-look ups)
• - Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
• - Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
• - Ability to multitask and meet established deadlines in a dynamic work environment
• - Demonstrated analytical, problem-solving, decision-making, and organizational skills
• - Effective customer relations, interpersonal, and verbal and written communication skills
• - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Day to day:

Our client is seeking a detail-oriented Trading Specialist to support a high-volume money market trading environment. In this role, you will be responsible for executing, instructing, confirming, and approving money market trades throughout the day, processing up to 150 transactions daily while ensuring accuracy and timely completion. The Trading Specialist will work closely with investment officers, trust administration teams, trade services, and other internal stakeholders to support trading activities and resolve trade-related inquiries. Additional responsibilities include providing operational support for a variety of client accounts and investment products, monitoring trade activity, and ensuring transactions are processed in accordance with established procedures and risk controls. The ideal candidate thrives in a fast-paced environment, possesses strong attention to detail, and can effectively manage multiple priorities while maintaining a high level of accuracy and client service.

We can pay between $18 - $19

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.