Manage and execute trading operations to support the company's investment strategies.
Monitor and reconcile accounts, ensuring accurate and timely reporting.
Participate in the execution of model changes, tax-loss harvesting, and firm-wide rebalancing.
Collaborate with portfolio management, investment teams, and traders to implement trading strategies.
Maintain relationships with trading partners, custodians, and other key stakeholders.
Develop and implement processes to improve the efficiency and effectiveness of trading operations.
Stay current on market trends, regulatory developments, and other factors that may impact trading decisions.
Identify and resolve trading-related issues in a timely and effective manner.
Work directly with members on resolving complex requests related to IRA transactions, cost basis, and money movement.
Serve as a subject matter expert on a wide range of topics related to managed accounts, account features, and brokerage transactions.
Ability to take on special projects and additional duties across the investment operations organization.

2+ years of experience in trading operations or a related field.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to work effectively in a fast-paced, team-oriented environment.
Proficiency in Excel and other financial analysis tools.
Knowledge of trading operations, financial markets, and securities regulations.
Experience with an order management system such as Orion strongly preferred.
Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections. A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100. If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed.

$60,000
$80,000 annual salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant
Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees.
Equity
Flexible PTO
All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
Certification reimbursement program
Work from anywhere in the US

Trading Operations Specialist

Key skills