Trading Operations Specialist

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Facet

WebsiteLinkedInAll Job Openings

Financial Planning • CFP • Investing • Community • Financial Wellness

201 - 500 employees

Founded 2016

Description

•Facet is a fast-growing financial services company looking for a Trading Operations Specialist. •Manage and execute trading operations to support the company's investment strategies. •Monitor and reconcile accounts, ensuring accurate and timely reporting. •Execute model changes, tax-loss harvesting, and firm-wide rebalancing. •Collaborate with portfolio management and investment teams. •Maintain relationships with trading partners and custodians. •Develop processes to improve the efficiency and effectiveness of trading operations. •Stay current on market trends and regulatory developments. •Identify and resolve trading-related issues. •Work on complex requests related to IRA transactions and money movement. •Take on special projects and additional duties as needed.

Requirements

•2+ years of experience in trading operations or a related field. •Strong analytical skills and attention to detail. •Excellent communication and interpersonal skills. •Ability to work effectively in a fast-paced, team-oriented environment. •Proficiency in Excel and other financial analysis tools. •Knowledge of trading operations, financial markets, and securities regulations. •Experience with an order management system such as Orion strongly preferred. •Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections. A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100. If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed.

Benefits

•$60,000 - $80,000 annual salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees. •Equity •Flexible PTO •All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave •Certification reimbursement program •Work from anywhere in the US