Specialist, Trading Services

Description We are looking for a detail-oriented trading specialist to join our investment team. In this role, you will help coordinate daily trading activity, support portfolio implementation, and contribute to accurate transaction oversight across a range of investment products. The position works closely with trading, operations, portfolio management, and investment leadership to promote efficient execution, reliable reporting, and strong process control.

Responsibilities:
• Coordinate the preparation, execution, and post-trade reconciliation of security transactions for both model-driven strategies and account-specific activity.
• Serve as an internal resource on trading technology, including Tamarac Trading & Execution and related custodian systems, to improve workflow accuracy and usability.
• Partner with the trading lead to maintain trading processes, update account parameters, and apply restrictions and settings needed for proper order handling.
• Support ...

Ready to Apply?

Submit your application today and join our talented team at Robert Half Finance & Accounting.

Submit Application