Trade Operations Associate

Mount Pleasant, South Carolina


Employer: Insight Global
Industry: Accounting / Finance
Salary: Competitive
Job type: Full-Time

A financial services client is looking for a Trade Operations Associate to join their organization. The firm is a proprietary trading firm and a technology company. This person is being brought on to join the Trade Operations team that oversees the entire trade lifecycle.

Responsibilities
- Support clearing and settlement processes for millions of daily trades in the following asset classes: Equity, Fixed Income, Derivatives, FX, Commodities, and Crypto
- Affirmation of trades, minimizing operational risk and maximizing straight through processing
- Daily reconciliation of internal data to participating brokers via position, trades, cash, NAV, and fees
- Investigation of breaks raised by trading desks, other departments, and counterparties
- Building Business Intelligence reports via Tableau regarding operational activities for senior management
- Maintain and navigate data such as security master within our systems to help minimize and investigate breaks
- Maintain relationships with brokers to fix daily breaks, while continually improving processes long term
- Liaise with external software vendors to troubleshoot current processes and propose improvements
- Own and resolve specific inquiries and ensure timely resolution
- Ability to identify areas of improvement, scope requirements and assist in implementation of automation.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Required Skills & Experience
- A degree in Finance, Economics, Computer Science, or other related fields.
- Extensive knowledge base in FAS 1 level financial products
- 1-5+ years of experience in capital markets operations
- Extensive communication across trading teams and software development teams/Interest in post trade infrastructure
- Desire for fast-paced environment and "to wear multiple hats"
- High level MS Excel knowledge is a must: Comfortable with Look-ups, Pivot Tables, and Conditional Statements

Nice to Have Skills & Experience
- CFA

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Created: 2024-05-14
Reference: 356979
Country: United States
State: South Carolina
City: Mount Pleasant