Trade Operations Specialist (Hybrid - Atlanta, GA)
The Mom Project, Atlanta, Georgia, United States, 30383
Our Customer is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. They manage $1,198.7 billion in assets on behalf of clients worldwide with the help of over 8,000 highly engaged and motivated employees focused on client needs. They actively encourage their people to collaborate to find the best ideas and solutions for clients, leveraging the tremendous diversity of thought that exists across their global organization.
We are seeking a Trade Operations Specialist on a contract basis to help support our Customer’s business needs. This role is hybrid (4 days on-site and 1 day remote/week) in Atlanta, GA.
Responsibilities
Support post-execution trade confirmation and settlement processes for equity and debt instruments
Investigate, analyze, and resolve trade confirmation and settlement issues
Liaise daily with internal teams, broker counterparties, and external business partners
Monitor trade flows and identify execution or confirmation breaks with timely resolution
Manually process trade executions that fall outside automated systems
Respond to email and phone inquiries with full ownership for same-day resolution or acknowledgment
Investigate and resolve reconciliation exceptions raised by reconciliation teams
Identify and implement measurable continuous improvement opportunities
Maintain and update operational procedures in alignment with senior staff
Support system testing initiatives as required
Assist other operations and related teams as needed
Mentor junior analysts and provide coverage support to senior analysts
Perform first-line review and sign-off for start and end-of-day tasks
Compile and maintain daily, weekly, and monthly management reports
Skills And Qualifications
Minimum of 3 years of experience in trade support within the securities or investment industry
Strong understanding of financial markets, equity instruments, and debt instruments
Strong analytical skills with ability to identify issues and recommend resolutions
Self-motivated with commitment to ongoing learning and development
Ability to work independently and collaboratively within a team
Strong interpersonal skills across all business levels
Strong organizational skills with high attention to detail
Familiarity with technology systems supporting trading and automation processes
Preferred
Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or related field
We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.
Contractor benefits are available through our 3rd Party Employer of Record Benefits include: Medical, Dental, Vision, 401k.
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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We are seeking a Trade Operations Specialist on a contract basis to help support our Customer’s business needs. This role is hybrid (4 days on-site and 1 day remote/week) in Atlanta, GA.
Responsibilities
Support post-execution trade confirmation and settlement processes for equity and debt instruments
Investigate, analyze, and resolve trade confirmation and settlement issues
Liaise daily with internal teams, broker counterparties, and external business partners
Monitor trade flows and identify execution or confirmation breaks with timely resolution
Manually process trade executions that fall outside automated systems
Respond to email and phone inquiries with full ownership for same-day resolution or acknowledgment
Investigate and resolve reconciliation exceptions raised by reconciliation teams
Identify and implement measurable continuous improvement opportunities
Maintain and update operational procedures in alignment with senior staff
Support system testing initiatives as required
Assist other operations and related teams as needed
Mentor junior analysts and provide coverage support to senior analysts
Perform first-line review and sign-off for start and end-of-day tasks
Compile and maintain daily, weekly, and monthly management reports
Skills And Qualifications
Minimum of 3 years of experience in trade support within the securities or investment industry
Strong understanding of financial markets, equity instruments, and debt instruments
Strong analytical skills with ability to identify issues and recommend resolutions
Self-motivated with commitment to ongoing learning and development
Ability to work independently and collaboratively within a team
Strong interpersonal skills across all business levels
Strong organizational skills with high attention to detail
Familiarity with technology systems supporting trading and automation processes
Preferred
Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or related field
We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.
Contractor benefits are available through our 3rd Party Employer of Record Benefits include: Medical, Dental, Vision, 401k.
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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