Investment Trading Specialist

2 weeks ago

Boston, MA, United States Cannon Search Partners Full time

Are you detail-oriented, analytical, and passionate about financial markets? We are looking for an Investment Trading Specialist to support the wealth management team. In this dynamic role, you'll execute trades across equities, fixed income, and mutual funds/ETFs, ensuring accuracy and efficiency while minimizing risk.

What You'll Do:

  • Execute trades across multiple custodial platforms (SEI, Fidelity, Schwab).
  • Monitor order flow, reconcile trades, and resolve discrepancies swiftly.
  • Collaborate with brokers, custodians, and internal teams to optimize execution.
  • Analyze trading performance and identify process improvements.
What We're Looking For:
  • Bachelor's in Accounting, Finance, or Business Administration.
  • 3-5 years of experience in security processing and trading.
  • Strong knowledge of trading systems (RedBlack, Moxy, BondDesk preferred).
  • Detail-oriented with excellent problem-solving and communication skills.

Ready to make an impact? Apply now and elevate your trading career Email your resume to Dan Gilliam, email: dan.gilliam@cannonsearch.com

Tags: Trading analyst, Trading Specialist, Equity and Fixed Income Trader, Investment Trading Specialist, Portfolio Trading Analyst

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