Trading Operations Specialist (JN -052019-3969)

Our client is a company that offers wealth advisory solutions, and right now they are looking for a Trading Operations Specialist to join the team and build and scale the technology solutions designed to change the way wealth is managed.

Qualifications / Requirements

  • 2+ years of experience in roles focused on securities trading and/or portfolio accounting and data management.
  • Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding environment.
  • Remain calm yet highly focused and effective when under duress, such as when a process fails
  • Advanced analytical skills with the ability to perform complex problem solving
  • Ability to prioritize and complete multiple tasks under strict deadlines
  • Strong communication and collaboration skills
  • Strong organizational skills with acute attention to detail


  • 4-year college degree (or higher).
  • Degrees in finance, math, engineering, or scientific disciplines are preferred.
  • Technical experience is also valued, including:
    • Advanced knowledge of MS Excel
    • SQL / relational database experience
    • Knowledge of VBA, R, Python or other analytical applications
    • Experience working closely with developers/product management, including writing use cases for developers


  • Learn and execute the daily trading operations processes from end-to-end
  • Analyze current processes and continually strive to improve them, including increased usability, transparency, and documentation
  • Develop a zero-tolerance attitude for trading and accounting errors, working to reduce risks of errors and quickly eradicate any that may arise
  • Work closely with other internal departments, including Customer Service and Technology to develop workflows, quality assurance processes, and product enhancements.
  • Communicate frequently and effectively with all internal associates, including other operations personnel and customer service team members.
  • Contact vendors and internal associates to resolve data, trading, or any operations problems.
  • Interact with internal and external stakeholders in response to their data related questions.
  • Perform other duties as required.