Trade Operations Specialist
1 week ago
About the Role
Atlas Search is seeking an experienced Trade Operations Associate to join our Structured Investments Distribution team. This role will focus on operations and assist the Trading department with order entry, security setup, resolving trade breaks, and month-end closeouts.
Responsibilities
- Collaborate with trading partners to resolve trade breaks and discrepancies.
- Coordinate with RBC to set up securities internally.
- Assist with opening new accounts at RBC and in Bloomberg.
- Enter orders into Axio Exchange.
- Support month-end calendar closeouts.
- Verify orders with RIAs, broker dealers, and issuers to ensure accuracy.
- Run trades in Bloomberg using TOMs.
- Monitor TRACE reports and work with trading partners to correct unmatched trades.
Requirements
- Bachelor's degree.
- Series 7 and 63 licenses required.
- 2+ years of operations/trading experience.
- Strong organizational skills and attention to detail.
- Excellent verbal, written, and interpersonal communication skills.
- Proficient with Microsoft Suite (PowerPoint and Excel).
- Able to escalate and communicate effectively.
- Able to work independently and take initiative.
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