Operations Associate

The Execu|Search Group
San Francisco, California
Full-time

Responsibilities

The Operations Associate will :

  • Client Onboarding
  • Trade Processing
  • Trade Reconciliation
  • Trade Settlement
  • Trade Reporting
  • Soft Dollar Reconciliation
  • Options and Special Trading Client invoicing and collection
  • System Data Maintenance
  • Real-Time Requests

Qualifications :

  • Capability to prioritize and work under pressure in a fast-paced environment
  • Highly organized individual with attention to detail and excellent follow-through skills
  • Ability to balance tactical and strategic thinking
  • Proactive, self-motivated individual with high levels of ownership, and driven to achieve
  • Must be able to take direction and multitask during the trading day
  • Bachelor’s Degree
  • Knowledge of Fidessa, Bloomberg and third party clearing a plus but not required
  • 1-2 years of relevant experience is helpful but not required

Desired Skills :

  • Series 99 Licensure
  • Microsoft Excel expertise
  • 30+ days ago
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