Trading and Operations Specialist

1 day ago


Chicago, Illinois, United States First Recruiting Full time
Portfolio Management Expertise

We are seeking a highly skilled Trading Associate to join our team at First Recruiting, LLC. As a key member of our trading team, you will play a critical role in supporting the Head of Trade Execution in implementing investments on behalf of our clients.

As a Trading Associate, you will be responsible for assisting with daily trading requests and operations for internal staff across different asset classes, including equities, fixed income, cash management, and alternatives. You will also be required to execute trades at multiple Custodians and attend weekly Investment Communication Meetings to understand Investment Committee strategy and recommendations.

Responsibilities:

  • Assist Head of Trade Execution in firm-wide block trading functions, including model creation and portfolio analysis, client participation, trade execution, trade allocation, and post-trade records and documentation.
  • Assist with daily trading requests and operations for internal staff across different asset classes.
  • Execute trades at multiple Custodians, including TD Ameritrade/Charles Schwab, Fidelity.
  • Domain expert in Tamarac Reporting and Trading; ability to leverage technology integrations to drive firm trading efficiencies.

Requirements:

  • Bachelor's degree in finance, economics, or business preferred.
  • FINRA Series 65 license.
  • 3+ years industry experience, preferably in a trading and/or portfolio management role.
  • Experience using Tamarac Reporting and Trading technology solutions (or equivalent) preferred.
  • Equity and mutual fund trading experience, fixed income a plus.
  • Understanding of financial markets, trading principles, and investment strategies.
  • Familiarity with industry Custodian platforms.

Estimated Salary: $100,000 - $140,000 per year



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