Structured Investments Associate
4 weeks ago
Atlas Search is seeking a skilled Structured Investments Associate to join their team in South Florida. As a key member of the Structured Investments Distribution team, this role will focus on operations and support the Trading department. Key responsibilities include resolving trade breaks, setting up securities, and assisting with month-end closeouts. The ideal candidate will have a strong background in operations and trading, with a Bachelor's degree and Series 7 and 63 licenses. Strong organizational skills, attention to detail, and excellent communication skills are essential for success in this role.
Key Responsibilities:
- Resolve trade breaks and discrepancies with trading partners.
- Set up securities and manage internal documentation.
- Assist with opening new accounts and onboarding clients.
- Enter orders into Axio Exchange and confirm accuracy with clients.
- Assist with month-end calendar closeouts and reconcile trades.
- Monitor TRACE reports and work with trading partners to correct unmatched trades.
Requirements:
- Bachelor's degree
- Series 7 and 63 licenses
- 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)
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Structured Investments Associate
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