Trading Specialist

4 days ago


Boston, United States Choate Hall & Stewart Full time

Reporting to the Director of Portfolio Analytics & Trading, this position will provide support for trading and order execution functions within Choate Investment Advisors. Job Functions : The Trading Specialist is responsible for the efficient, accurate and timely execution of individual equities, fixed income and mutual fund/ETF trades across multiple custodial platforms through our portfolio management and trading systems. Monitor and manage order entry and flow to optimize execution and minimize risk. Review, settle and reconcile information on executed trades and corporate actions before market open to ensure accuracy and consistency between our order management systems and custodial platforms. Investigate and resolve any discrepancies quickly by coordinating with internal parties, technology providers, brokers and custodians as needed. Assist with workflows to manage custodian and client-specific constraints, including asset- or portfolio-level restrictions and availability of securities on various custodial platforms. Develop and maintain strong broker assessments and relationships to ensure high-quality execution services. Monitor trade performance and perform periodic review of qualitative and quantitative elements of broker performance as part of the firm's best execution efforts. Continuously monitor firmwide trading practices and related workflows, and proactively identify areas for improvement. Create, maintain, and follow strict internal processes to increase accuracy & efficiency and ensure compliance with regulatory standards. Perform regular intelligence gathering: seek out relevant research/information on investments, trading technologies and new industry trends. Socialize findings with investment and operations teams. Essential Competencies : Experience working with multiple custodians (ideally SEI, Fidelity, and/or Schwab) and familiarity with order management/trading systems (including RedBlack, Moxy, and BondDesk) preferred. Superior communication skills and organizational skills. Proactive and collaborative team player - asking questions in order to grow in a results-oriented environment. Quality assurance: strong work ethic, problem solving skills, and attention to detail. Process-driven mindset, placing emphasis on accuracy, consistency, and documentation. Deep sense of curiosity: open-minded and eager to learn the "why" behind their work. Seeks a deeper understanding of the overall business, new industry trends, and all workflows connected to trading and portfolio management. Qualifications : Bachelor's Degree in Accounting, Finance, or Business Administration required. 3-5 years of progressive experience with security processing required. Superior knowledge of all aspects of security trading. Familiarity with basic investing, tax and estate planning concepts. #J-18808-Ljbffr


  • Trading Specialist

    4 days ago


    Boston, United States Choate Hall & Stewart Full time

    Reporting to the Director of Portfolio Analytics & Trading, this position will provide support for trading and order execution functions within Choate Investment Advisors. Job Functions : The Trading Specialist is responsible for the efficient, accurate and timely execution of individual equities, fixed income and mutual fund/ETF trades across multiple...

  • Trading Specialist

    2 weeks ago


    Boston, United States Choate, Hall & Stewart Full time

      Job Functions: The Trading Specialist is responsible for the efficient, accurate and timely execution of individual equities, fixed income and mutual fund/ETF trades across multiple custodial platforms through our portfolio management and trading systems. Monitor and manage order entry and flow to optimize execution and minimize risk. Review, settle and...


  • Boston, Massachusetts, United States Fidelity TalentSource LLC Full time

    Job OverviewFidelity Investments, a leading financial services company, is seeking a highly skilled Quantitative Trading Specialist to join our systematic trading team. This role offers an exceptional opportunity to develop and implement advanced quantitative models and strategies to drive business growth and success.In this critical position, you will be...


  • Boston, Massachusetts, United States CW GILLIAM INC Full time

    Job OverviewCW GILLIAM INC is a leading construction company that requires skilled tradespeople to help us build exceptional buildings. We are seeking a building trades specialist with expertise in construction methods and materials.Your primary responsibilities will include installing hardware, repairing damaged structures, and creating custom cabinets and...


  • Boston, United States Choate Hall & Stewart Full time

    Trading Specialist Choate, Hall & Stewart Boston, United States Job Functions: The Trading Specialist is responsible for the efficient, accurate and timely execution of individual equities, fixed income and mutual fund/ETF trades across multiple custodial platforms through our portfolio management and trading systems. Monitor and manage order entry and flow...


  • Boston, Massachusetts, United States Creative Financial Staffing Full time

    Trade Operations Specialist Sought by Boston Investment FirmCreative Financial Staffing has partnered with a Boston-based investment advisory firm to find a skilled Trade Operations Specialist. This established multi-family office employs a long/short fundamental value investment strategy, focusing on the underexplored small-to-mid capitalization segment of...


  • Boston, United States 1065 LEGO Trading S.R.O. Full time

    Senior Director, Demand Side ActivationAre you ready to be at the forefront of innovative media strategies, where every campaign is a chance to creatively connect with our audience?This opportunity will allow you to use data and technology to amplify the LEGO brand, driving discoverability, and optimizing media spend!Core ResponsibilitiesDevelop and...


  • Boston, MA, United States Fanning Personnel Full time

    Sr Trading Specialist/Investment Analyst Job Code: 7079 Job Category: Investment Operations Job Type: Permanent Job Location: Date Posted: Apr 18 2023 Expires On: May 31 2023 Responsibilities: Assist in due-diligence, research, and ongoing monitoring related to both current and prospective investment managers. The Associate's primary area of focus...


  • Boston, United States ION GROUP Full time

    ION Trading, Inc. seeks FX Implementation Specialists in Boston, MA Role and Responsbilities Providing strategic support to North American based clients, regarding the implementation of ION's newly re-engineered FX solutions. Training and demonstrating new functionality for end users, subject-matter experts, technology leads and QA testers. Designing,...


  • Boston, Massachusetts, United States Vale Group Full time

    Aircraft Maintenance Specialist OpportunityVale Group, a well-established company, has partnered with a regional airline to find an experienced Aircraft Maintenance Specialist to work on-site in Boston, MA. The ideal candidate should have training or experience inspecting, troubleshooting, and performing routine and complex maintenance on various airframe...


  • Boston, Massachusetts, United States Boston Partners Global Investors, Inc. Full time

    Job SummaryBoston Partners Global Investors, Inc. is seeking an Enterprise Software Specialist to join its team in Boston, MA. The successful candidate will be responsible for implementing new and improving existing business applications, working closely with various Investment teams, Trading, and other business units to design, develop, and maintain...


  • Boston, Massachusetts, United States US Foods Full time

    About the Role: We are seeking a highly motivated and experienced Area Development Specialist to join our team. As an Area Development Specialist, you will be responsible for developing and managing established as well as new customers, by selling food and non-food items to achieve sales and profitability goals.Main Responsibilities: Foster customer...


  • Boston, United States Orbia Full time

    You’re purpose driven. Growth minded. Ready to stretch your potential. That’s the spirit of the community you’ll find at Orbia: where the purpose to advance life around the world drives our global team of over 23,000 every single day.  From creating solutions to deliver clean water, secure food supplies and reliable information to steering material...


  • Boston, Massachusetts, United States EMCOR Group Full time

    About UsEMCOR Group, a leading provider of building control and energy management solutions, seeks a skilled Building Automation Systems Specialist to join our team. As a trusted partner to our clients, we deliver innovative and effective solutions that enhance the performance of their buildings.Job SummaryThis role involves the startup of building...


  • Boston, United States TechnoGen Full time

    Description: Location : Boston, Onsite. Interview * : xxxx/hr Software (Python & SQL) Development specialist for Corporate Actions / Security Master • Strong skills in Python & SQL Development • Hands-on Application developer analyst level contracting role that involves building Web application Front End/Back End. • Responsible for building and...


  • Boston, Massachusetts, United States Fiducient Advisors Full time

    About Fiducient AdvisorsFiducient Advisors is a leading investment consulting firm that provides tailored and personalized services to clients such as retirement plan sponsors, endowments, foundations, private clients, and financial institutions.We operate with over 200 professionals nationwide, supporting our mission of helping clients prosper. Our team is...


  • Boston, Massachusetts, United States Wellington Management Company, LLP Full time

    Company OverviewWellington Management Company, LLP offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to the unique return and risk objectives of institutional clients in over 60 countries.


  • Boston, United States Orbia Full time

    You’re purpose driven. Growth minded. Ready to stretch your potential. That’s the spirit of the community you’ll find at Orbia: where the purpose to advance life around the world drives our global team of over 23,000 every single day.  From creating solutions to deliver clean water, secure food supplies and reliable information to steering material...


  • boston, United States Compunnel Inc. Full time

    Location : Boston, MA (Onsite) / Onsite InterviewSoftware (Python & SQL) Development specialist• Strong skills in Python & SQL Development• Hands-on Application developer analyst level contracting role that involves building Web application Front End/Back End.• Responsible for building and maintaining firm's strategic business system that processes...

  • Python Developer

    4 weeks ago


    Boston, United States Compunnel Inc. Full time

    Location : Boston, MA (Onsite) / Onsite InterviewSoftware (Python & SQL) Development specialist• Strong skills in Python & SQL Development• Hands-on Application developer analyst level contracting role that involves building Web application Front End/Back End.• Responsible for building and maintaining firm's strategic business system that processes...