**Trade Specialist**
6 days ago
We are seeking a highly skilled and experienced Trade Specialist to join our team at Innovayte. As a key member of our trading desk, you will be responsible for executing trades for clients, managing risk, and providing exceptional customer service.
Key Responsibilities- Trade Execution: Execute trades for clients via online systems and by phone, using order management systems to route orders to execution venues in a way that minimizes market impact.
- Relationship Building: Establish strong relationships with execution venues, market makers, and other stakeholders to ensure seamless trade execution and minimize risk.
- Trade Support: Assist in developing and maintaining written supervisory procedures for all trading and middle office functions, and provide support for trade corrections, reconciliation, and regulatory reporting.
- Risk Management: Manage and mitigate risk associated with errors and allocation breaks, and escalate high-risk items to senior management.
- Client Service: Assist clients with any account issues or inquiries, and develop and foster strong partnerships across Innovayte affiliates to resolve issues and exceed client expectations.
- Education: Bachelor's degree in a related field, such as finance, economics, or business.
- Experience: Minimum 3 years of experience in the financial services industry in a trading or trade support role.
- Skills: Expert-level proficiency in Microsoft Office, and beginner to intermediate level of proficiency with self-clearing broker dealer activities, back-office operating systems, and trading platforms.
- Certifications: Series 7 and Series 63 licenses, and the ability to obtain additional securities industry exams as required.
In addition to our core company competencies, a successful candidate in this role should exhibit the following behavioral competencies:
- Decision Quality: Make informed decisions that drive business results and minimize risk.
- Action Oriented: Take initiative and drive results in a fast-paced trading environment.
- Interpersonal Savvy: Build strong relationships with clients, stakeholders, and colleagues to achieve business objectives.
- Instills Trust: Demonstrate integrity, reliability, and a commitment to excellence in all interactions.
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