Trade Operations Associate

6 days ago


Miami, United States Ascendo Resources Full time

We are seeking an Operations Associate that has experience working on the securities operational side. The ideal candidate must be responsible for the following:

  • Responsible for generating trade instructions
  • Responsible for trade execution, trade settlements and account reconciliation
  • Conduct monthly client reporting and presentation process
  • Interact and communicate with banking and other third party relationships to price securities, execute trades and solve operational tasks.
  • Communicate with internal team members such as Portfolio Managers and Accounting team to ensure smooth operational process.

Requirements

  • 3+ years of experience working with securities in an operational environment within a Broker Dealer, RIA or Hedge Fund
  • Proficient with Excel, PowerPoint and Bloomberg
  • Bachelor's degree in Finance, Accounting, or related degree



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