Investment Operations Assistant
2 days ago
This Investment Operations role at Tandym Group in New York City involves supporting an ETF desk. As an Investment Operations Assistant, you will be responsible for executing trades, monitoring trade settlements, and handling confirmations.
- Execute trades in various financial instruments, including equities, bonds, derivatives, and currencies.
- Monitor and manage trade settlements, ensuring accurate processing and timely settlement.
- Handle trade confirmations, reconciliations, and discrepancies resolution.
- Conduct research and provide analysis on market trends, economic data, and financial news to support trading decisions.
- Prepare daily, weekly, and monthly reports on market activities and trading performance.
- Monitor and report on trading positions and risks, ensuring compliance with risk management policies.
- Assist in the development and implementation of risk management strategies.
- Ensure all trading activities comply with regulatory requirements and internal policies.
- Assist in preparing documentation for regulatory reporting and audits.
- 1+ year of experience in Trade Support or a similar role.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Experience with Domestic ETF block desks is essential.
- Familiarity with Financial Markets & Instruments is required.
- Proficiency in trading platforms and software (e.g., Bloomberg, Reuters, FIX Protocol) is necessary.
- Experience in Data Analysis tools (e.g., Excel, VBA, SQL) is beneficial.
- Great interpersonal skills and excellent communication skills are must-haves.
- Strong attention to detail and high organization are expected.
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Investment Product Strategist
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Investment Operations Specialist
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Market Operations Specialist
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