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., reputed company, 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