Trade Operations Specialist

1 month ago


London, Greater London, United Kingdom Meredith Brown Associates Full time
Job Title: Trade Operations Specialist

Role & Responsibilities

  • Ensure timely and accurate implementation of client investments across all asset classes, including reviewing and sending execution instructions.
  • Evaluate and input client trade confirm information.
  • Proactively monitor trade settlements to ensure seamless transactions.
  • Build and maintain relationships with external third-party custodians and brokers, ensuring best execution and monitoring 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, assessing internal controls and recommending improvements to strengthen the operational risk environment.

Background & Experience

  • A bachelor's degree and numerical skills are required.
  • Demonstrable experience in investment or trade operations, preferably within an Asset or Wealth Manager.
  • High attention to detail and comfort working with numbers.
  • Ability to prioritize daily workloads and work efficiently under pressure.
  • Experience using Bloomberg AIM or other OMS is a plus.
  • Ability to multitask in a fast-paced investment environment.
  • Strong analytical and organizational skills.
  • Effective communication with peers and senior team members.
  • High integrity and professionalism, with a collaborative mindset.
  • Proficiency in Microsoft Office, particularly Excel, PowerPoint, and Outlook.

Please note that due to the high volume of applicants, only successful candidates will be contacted.



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