Job Title:
Trade Operations Associate
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
May 24 2022
Boston investment management firm is seeking Trade Operations Associate to join their growing firm! This individual will liaise with multiple internal teams, improve operations within the trade operations team, and produce timely deliverables. The ideal candidate for the Trade Operations Associate will have 5+ years experience with strong analytical, verbal, and written communications skills.

Position Responsibilities:
  • Contribute to multiple technology initiatives including implementation of IBOR systems
  • Collaborate or identify continuous improvement opportunities within Trade Operations department.
  • Work closely with portfolio management, compliance, and trading teams to support day-to-day trading operations
  • Adhere to firm's operational policies and practices, in addition to established processing controls and procedures
  • Produce timely and accurate metrics and other analytical reporting for Portfolio Management, Trading, and other internal and external stakeholders
Position Qualifications:
  • Bachelor's degree and a minimum of 5 years of related experience in operations, including trade settlement and cash management, position reconciliation, security reference data maintenance, and corporate actions
  • Experience with ETF Operations (basket creation and processing) strongly preferred
  • Experience with cash management and daily shareholder activity.
  • Experience with exchange-traded and OTC derivatives
  • Strong technical background and the ability to work independently
  • Experience with SQL is also preferred
  • Experience with various asset classes including equities, fixed-income securities, and derivatives
  • Solid working knowledge of Excel, macros, database queries, and database reports
  • Security Master Experience
  • Strong verbal and written communication skills
  • Experience writing procedures/documentation
Required Years of Experience:
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
Salary Range:


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