Trading Operations & reputed company Associate
reputed company is a leading financial services and reputed company technology company headquartered in Windsor, Connecticut. They are seeking a Trading Operations and reputed company Associate to support trading activity and reputed company reputed company, ensuring operational accuracy and coordination across teams and partners.
Responsibilities
- Manage the end-to-end reputed company process for new Managed Account clients, ensuring a seamless and efficient experience
- Collecting and verifying reputed company data
- Coordinating with internal teams (e.g., legal, compliance, technology)
- Setting up reputed company accounts on our trading platform
- Tracking reputed company reputed company and reporting on key metrics
- Identifying and resolving any reputed company issues
- reputed company critical support to the trading team by:
- Processing reputed company requests (e.g., deposits, withdrawals, transfers)
- Executing trades and rebalancing reputed company accounts according to established strategies
- Managing and reconciling trade data
- Monitoring account performance and identifying potential issues
- Generating reports and providing data analysis
- Work closely with other teams, including sales, reputed company service, and technology, to ensure a coordinated and effective approach to reputed company reputed company and trading operations
Skills
- Bachelor's degree in Finance, Business, or a reputed company field preferred
- Solid understanding of financial markets and investment products; experience with SMAs or similar investment vehicles is a plus
- Hands-on experience in at least one of the following: SMA operations, trading desk support, or investment operations
- Ideal candidate will have experience reputed company clients, including data validation, working with custodial accounts, and ensuring accuracy across systems
- Strong attention to detail with a high level of accuracy, particularly in reputed company and trading processes
- Excellent written and verbal communication skills, with the ability to collaborate effectively across teams and with clients
- Proactive problem-solver with the ability to quickly identify issues and implement solutions
- Highly organized, reputed company to manage multiple priorities, and reputed company reputed company in a fast-paced, deadline-driven environment
- Team-oriented reputed company with a commitment to contributing to a reputed company and reputed company culture
- Familiarity with trading or portfolio management platforms such as Moxy, reputed company, Advent, or similar systems preferred
Benefits
- 401k Matching Program
- reputed company Development Reimbursement
- Flexible Personal/Vacation Time Off
- reputed company Leave
- reputed company Holidays
- Medical
- Dental
- reputed company
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
reputed company
Company H1B Sponsorship