Investment Operations Associate Jobs
By Fulcrum Capital At Seattle, WA, United States
Investment and/or wealth management experience is strongly preferred
Trading - Supporting portfolio management team with trade modeling and execution
Liquidity Management – Responsible for monitoring daily capital flows, communicating transactions to advisors, making necessary portfolio adjustments, and tracking through completion
Collaborating daily with portfolio managers, investment analysts, custodians, advisors, and client service associates
Four-year college degree in finance, economics, accounting, or a related area of study
At least two years of relevant professional experience working in an operationally driven environment is preferred
Trading Operations Associate - Securities Clearing/Settlements
By DA Financial Trading Recruitment At New Jersey, United States
• Risk management system (15c3-5) monitoring and use
• Minimum of 5 years’ experience working in operations and/or securities clearing
• Bachelor’s degree in finance, accounting, business administration, or a related field
This is a permanent role, hybrid working (3 days in the office.)
The salary is very competitive which includes a discretionary bonus.
• Proficient in using KYC/AML tools and databases
Investment Research & Trading Associate
By Rockefeller Capital Management At Atlanta, GA, United States
Assist the Head of Asset Management on projects to advance the Asset Management business’ capabilities over time.
Offering trading related input to position selection and management
Work closely with Portfolio Managers on investment selection, tactical timing, and sizing/risk management
Maintain high standard of communication across the Asset Management, Relationship Management and Service & Operations teams.
0-5 years of research & financial analysis experience in the investment field covering various industries and companies
Strong skills in working with investment-related data services including Bloomberg & FactSet
Trading Associate Jobs
By Uniper At , Houston
Intermediate coding skills (python, SQL, Power BI) & ETRM experience preferably Triple Point CXL or Endur
Bachelor’s degree in finance, accounting, math or other quantitative field
Solid mental math computation skills
Detail orientation with strong analytical, problem solving and critical thinking skills
Strong interpersonal skills with the ability to foster cross-functional relationships with customers and colleagues
Uniper seeks a Trading Associate to join its North American team
Trading Associate Jobs
By Wealthstream Advisors At , New York $65,000 - $85,000 a year
High sense of urgency as it relates to new client account creation and management
Manage the Firm’s trading workflow and system integrations
Manage relationships with custodial, broker trading desks and SMA providers
High attention to detail skills
Strong math, research and analytical skills
Ability to manage multiple workstreams and adhere to deadlines
It Data Operations Associate - Banking
By First Northern Bank At , Dixon $18.32 - $24.00 an hour
Inform management and other teams if unable to locate and correct the cause of processing error or failure
Provide support and backup for the processing of Cash Management transactions
Identify and resolves Fiserv Premier software issues with vendor; escalating to management when necessary
Dependability – follow instructions and respond to management direction
Knowledge of Data Entry systems and standard PC software; basic knowledge of ITI software
Help manage printer resources, including forms and paper, monitor all supplies and ensure proper inventory
Client Support, Sales & Trading- Corporate Investment Banking
By Santander US At , New York, Ny $47,717 - $97,750 a year
The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Proactively offers creative solutions and always find ways to improve or enhance the client experience.
Ability to work well with all levels of management and internal departments.
Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects.
Market Risk/P&L Experience/ Value Add Risk (VAR) Experience, 5 years
Experience in Microsoft Office (Outlook, Excel, and Word) Programing Experience in Python/Data brick, 3-5 years
Associate, Investment Operations (Mbs)
By Cerberus Capital Management At , New York, 10022, Ny
Trade entry into the firm’s Order Management and Accounting systems.
Maintain meta and financial data in our Data Warehouse Management system and build Data Warehouse reporting leveraging this information.
Useful technical skills: programming languages (Python, VBA, SQL), Visual Portfolio Manager, Bloomberg terminal.
Monitor daily/weekly/monthly checks and assist in development of new checks to manage operational risk.
B.S. or Master’s degree in finance, accounting, economics, or a related field.
Experience working with the various financial products described previously in a middle/back office capacity.
Trading & Operations Specialist Jobs
By SFA Holdings, Inc. At Atlanta, GA, United States
7.Converse knowledgeably and with certainty when communicating trade related data
11.Other duties and projects that may be assigned by manager
Three - five years securities and/or broker dealer experience
Minimum of 2 years of securities trading experience
Strong written and verbal communication skills particularly in customer service
1.Place trades for retail clients from registered advisors and/or their investors
Trading Operations Specialist Jobs
By Radley James At New York, United States

Prior experience in hedge fund operations (middle office)

Degree within Finance, Economics or similar

Investment Operations Associate Jobs
By Daley And Associates, LLC. At Boston, MA, United States
Previous asset management experience preferred
Bachelor’s degree required, preferably in accounting or finance
5+ years’ experience in accounting and/or investment operations
Excellent verbal and written communication skills
Must be willing to work on a hybrid schedule (4 days in office, Fridays from home)
Assist with the operational aspects of the portfolio
Associate, Trading Jobs
By BlackRock At San Francisco, CA, United States
Manage equity orders in a risk-controlled manner as a fiduciary
Monitor market activity in areas of specialization and provide feedback to portfolio managers and internal partner groups
3-5 years of relevant equity or equity derivatives investment and/or trading experience
Demonstrated proficiency with trading technology across various trading systems/platforms (FlexTrader and BBG EMSX experience preferred)
Strong data analysis or financial coding skills (Python, R, SQL)
Seek to provide Best Execution across equity and equity derivatives products including futures, ETFs, swaps, and convertible bonds
Trading Associate Jobs
By Arrow Search Partners At Denver, CO, United States
Provide market feedback and execute cash management trades as needed
3 years of experience in a trading position or similar
Knowledge of global macro markets and market microstructure
Support daily trading activities, working closely with trading, research, engineering, and vendors
Synthesize incoming market information, economic announcements, and communicate information to the investment team
Run daily trade operations with oversight from trading and the rest of the team
Trading Operations Specialist Jobs
By Radley James At New York City Metropolitan Area, United States
Proven experience in trade support or operations within a hedge fund, investment bank, or asset management firm.
Proficiency in trade lifecycle management, including trade capture, confirmation, and settlement processes.
Familiarity with trade support systems, such as order management systems (OMS) and trade capture platforms.
Knowledge of market regulations and compliance requirements is highly desirable.
Collaborate closely with traders, portfolio managers, and other key stakeholders to facilitate the timely execution and settlement of trades.
Bachelor's degree in Finance, Economics, Business, or a related field.
Operations Associate- Trading Fund Nyc
By Hudson Gate Partners At New York, NY, United States

The role offers potential for growth with the firm.

70-100K base plus bonus and fully paid benefits

Global Banking & Markets, Nymex Trading, Associate - New York
By Goldman Sachs At New York, NY, United States
Assist the trading desk in daily operational activities like quoting bids and offers, trade bookings, risk management, and PNL reporting
Accurately maintain fixed price and vol curves for natural gas
Support the sales desk in pricing and executing transactions
Maintain and build analytical and fundamental models used for analyzing and understanding the Natural Gas markets
Assist the desk in performing scenario analyses and back tests related to natural gas calendar spreads in python
Keeping abreast of fundamental and regulatory changes and analyzing their potential market impact
Trading Operations Specialist Jobs
By Algo Capital Group At Chicago, IL, United States
Be an expert on the firm's proprietary and third-party trade capture, inventory management, and PnL reporting systems.
Experience in finance or trading operations.
They're looking for a driven, ambitious individual with experience in trading operations.
Own the processes and workflows needed to support standard middle and back functions for Agricultural trading.
Trade and position reconciliation with clearing firms and prime brokers.
Daily PnL calculation and substantiation.
Global Banking & Markets – Registered Investment Advisors Custody Operations Retirement Services – Associate – Colorado Springs
By Goldman Sachs At , Colorado Springs, Co $55,000 - $85,000 a year
Familiarity with asset servicing, portfolio management and/or clearing operations.
SKILLS & EXPERIENCE WE'RE LOOKING FOR
Showcase your attention to detail and ability to manage several tasks at once.
3-5+ years of professional experience with a minimum of 2 years prior operational experience in banking/financial services field.
Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail.
Prior experience with retirement accounts and/or tax operations.
Associate, Investment Operations Jobs
By Dimensional Fund Advisors At , Santa Monica, 90401, Ca $70,000 - $90,000 a year
Evaluate trade exceptions and complex shareholder issues and track reoccurring trends for management review
Motivated to self-teach skills and apply learned knowledge to applicable tasks
Assist in developing business requirements and data gathering as necessary for any change service requests
Oversee cash reporting and projections to portfolio managers
Bachelor’s degree: Finance, Business or Economics preferred
Excellent verbal and written communication skills
Senior Investment Operations Associate
By PartnerRe At , Stamford, 06902, Ct
Performance reporting, account setup, management reporting, audit support, and collateral management.
Set up and management of reinsurance trusts.
Management of off-balance sheet collateral reports and counter-party exposure reports.
Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or related.
10-15 years of investment experience, with at least 5 years in an investment operations role.
Practical knowledge of Bloomberg AIM, CTM, and Clearwater Analytics.