Trading Operations Specialist

3 months, 3 weeks ago
Full-time
Junior
Operations
Facet

Facet

Facet provides unbiased, personalized, and affordable financial planning services for every facet of life. Their certified financial planners offer advice on financial planning, retirement planning, investing, and more. From starting a business to buyi...

Capital Markets
251-1K
$58M raised

Description

  • Manage and execute trading operations to support the company’s investment strategies.
  • Monitor and reconcile accounts to ensure accurate and timely reporting.
  • Execute 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 process improvements to increase trading operations efficiency and effectiveness.
  • Stay current on market trends, regulatory developments, and other factors affecting trading decisions.
  • Identify and resolve trading-related issues in a timely and effective manner.
  • Work directly with members to resolve complex IRA transaction, cost basis, and money movement requests.
  • Serve as a subject matter expert on managed accounts, account features, and brokerage transactions.

Requirements

  • 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 is strongly preferred.
  • Ability to meet and maintain minimum home WiFi standards, including 15+ Mbps upload speed, 50 Mbps download speed, and latency under 100 ms.
  • Ability to troubleshoot and potentially upgrade internet service if minimum WiFi standards are not met.

Benefits

  • $60,000 - $80,000 annual salary plus bonus.
  • Equity.
  • Flexible PTO.
  • Medical, dental, and vision insurance.
  • 401(k) with employer match.
  • Short- and long-term disability coverage paid by Facet.
  • Life insurance options.
  • Paid parental leave.
  • Certification reimbursement program.
  • Work from anywhere in the US.

Interested in this position?

Apply directly on the company website

Apply Now

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