Added
2 hours ago
Type
Full time
Salary
Salary not provided

Related skills

vba microsoft excel charles river orion advisor services envestnet tamarac
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📋 Description

  • Manage daily trade flow across multiple brokers and custodians, adapting execution strategies
  • Execute large/complex orders across product lines using algorithmic tools
  • Coordinate with brokers, custodians, and internal teams to facilitate significant orders
  • Identify/investigate trade errors, tracking issues and proposing improvements
  • Provide high-quality internal client service and respond to inquiries promptly
  • Develop expertise across trading software platforms and provide user support

🎯 Requirements

  • Bachelor’s degree in Economics, Finance, MIS, or related business discipline
  • 3+ years of trading or financial operations experience (preferred)
  • Experience with trading/rebalancing/order management systems such as Charles River, Orion
  • Strong understanding of trade execution/workflows and ability to manage multiple priorities
  • Excellent attention to detail, organizational skills, time management
  • Strong analytical/decision-making abilities to resolve operational issues

🎁 Benefits

  • Challenging, innovative work environment in a growing organization
  • Professional development, career growth, and expanded responsibilities
  • Collaborative culture with teamwork and knowledge sharing
  • Experience with sophisticated trading and order management technologies
  • Supportive environment focused on work-life balance and development
  • Culture that recognizes talent and initiative
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