Trade Execution Coordinator

2 days ago


Chicago, Illinois, United States First Recruiting Full time
Job Overview: We are seeking a talented Trade Execution Coordinator to support the Head of Trade Execution in implementing investments on behalf of the Investment Committee, Wealth Advisors, and Client Service Team. As a key member of the trading team, you will be responsible for firm-wide block trade execution, day-to-day trade execution and operations, firm-wide portfolio management, and portfolio model creation. This role requires close collaboration with various departments, including research, compliance, and client service & operations, to facilitate effective portfolio management across the firm.

Key Responsibilities:
  • Support 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.
  • Facilitate daily trading requests and operations for internal staff across different asset classes, including equities, fixed income, cash management, and alternatives.
  • Collaborate with the trading team to execute trades at multiple Custodians.
  • Leverage domain expertise in Tamarac Reporting and Trading to drive firm trading efficiencies.
  • Participate in weekly Investment Communication Meetings to understand Investment Committee strategy and recommendations.
  • Analyze and address trade error and cancel rebill process and any remediation required to prevent future occurrences.


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