Trade Operations Specialist
2 months ago
At Meredith Brown Associates, we are seeking a highly skilled Trade Operations Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring the timely and accurate implementation of client investments across all asset classes.
Key Responsibilities:- Review and send execution instructions to ensure client investments are implemented in a timely and accurate manner.
- Evaluate and input client trade confirm information to ensure accuracy and completeness.
- Proactively monitor trade settlements to ensure timely and accurate processing.
- Build and maintain relationships with external third-party custodians and brokers to ensure best execution and service levels.
- Process cash payments for clients and capital call payments for private placement funds.
- Collaborate with the Transformation Office on operational-related strategic and tactical projects to assess internal controls and recommend improvements.
- Undergraduate degree and numerically minded.
- Demonstrable experience working within investment or trade operations, ideally from within an Asset or Wealth Manager.
- High level of attention to detail and comfort working with numbers.
- Ability to prioritize daily workloads and work efficiently and accurately under pressure.
- Experience using Bloomberg AIM or other OMS.
- Ability to multitask in a fast-paced investment environment.
- Articulate self-starter with strong analytical and organizational skills.
- Ability to communicate effectively with peers and senior members of the team.
- High degree of integrity and professionalism, with a collaborative approach.
- Proficiency using Microsoft Office, particularly Excel/PowerPoint/Outlook.
Please note that due to the high volume of applicants, we regret that we are unable to provide feedback on all applications. Only successful candidates will be contacted.
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