Join a small tight knit investment team as a Trading Desk / Operations Specialist. In this pivotal mid-level role, you will be at the heart of our asset management operations, ensuring seamless trade execution, precise portfolio monitoring, and operational excellence.
If you thrive in a fast-paced environment, possess a keen eye for detail, and have proven experience supporting buy-side trading activities across multiple asset classes (focused on US equity markets), this is your opportunity to make a meaningful impact within a respected firm.
Your expertise in managing trade workflows and strong technical proficiency will support our mission to optimize trading strategies and operational processes. This role offers a unique platform to leverage your knowledge in equity markets, derivatives, and currency trading, while working alongside talented professionals dedicated to excellence.
Key Responsibilities
Partner closely with the traders and portfolio managers to support daily trading activity across asset classes
Assist with trade creations, allocation, execution tracking, and error resolution
Monitor trades, positions, and cash balances
Manage client cash flows by creating and executing program trades while maintaining portfolio alignment with target allocations and investment mandates
Produce daily trading and portfolio reports
Maintain and enhance Excel based tools and models for portfolio tracking, P&L reporting, analytics, and exposure monitoring
Develop automated workflows using Excel and other applications
Support best execution analysis and transaction cost monitoring
Collaborate with operations, compliance, and technology teams
Contribute to improvements in trading infrastructure and data processes
Required Skills
Bachelor’s degree in Finance, Economics, Mathematics, or related quantitative course of study
5+ years of experience in investment management, hedge funds, or similar buy-side environments supporting trading desks and operations teams
Deep understanding of portfolio construction, market mechanics, and asset class workflows
Experience with transaction cost analysis and best execution practices
Multi-asset exposure, including US equity markets, current trading (spots and forwards), derivatives, and mutual funds
Hands-on experience with trade order management systems (OMS/EMS)
Familiarity with Bloomberg or similar data tools
Advanced Excel skills, including formulas, pivots, macros, and automation scripting skills (Python, PowerShell,...)
Strong attention to detail, analytical capabilities, and problem-solving skills
Excellent communication skills, both written and oral
Ability to work independently and collaboratively in fast-paced settings
Seize this opportunity to be a key driver of trading efficiency and operational excellence. If you’re ready to bring your expertise to a challenging and rewarding role, we encourage you to apply today and become a vital part of the trading team!
Ready to take the next step in your career? Explore our job opportunities in the vibrant area surrounding Stamford, Connecticut! Known for its picturesque coastal views, thriving business community, and close proximity to New York City, Stamford offers an unbeatable combination of urban excitement and suburban charm. With a plethora of employment options in industries such as finance, technology, and healthcare, this area provides fantastic growth opportunities for professionals of all backgrounds. Discover the rich culture at the Stamford Museum & Nature Center, catch a show at the Palace Theatre, or enjoy a delicious meal at one of the many renowned restaurants in the area. Join us in this dynamic region and find your dream job today!
Are you sure you want to apply for this job?
Please take a moment to verify your personal information and resume are up-to-date before you apply.