This position supports trading operations by ensuring the accurate processing, reconciliation, and settlement of financial transactions. The role focuses on maintaining operational integrity across trade lifecycles while partnering with internal and external stakeholders to minimize risk and ensure data accuracy.
The individual will also contribute to improving and automating operational workflows through collaboration with technical teams.
Mandatory Requirements
0–3 years of professional experience (entry-level candidates or recent graduates considered)
Bachelor’s degree (quantitative or analytical field preferred)
Proficiency in SQL and Python
Strong analytical and problem-solving capabilities
Ability to communicate clearly with both technical and non-technical stakeholders
Demonstrated ability to work both independently and in a team environment
Key Responsibilities
Trade Operations & Settlement
Manage the end-to-end lifecycle of trade processing, including clearance, settlement, and reconciliation
Ensure accuracy of transaction records and resolve discrepancies in a timely manner
Coordinate with external partners such as brokers, custodians, and clients to facilitate trade settlement
Reconciliation & Risk Mitigation
Perform daily reconciliations of trades and positions to ensure data consistency
Identify and resolve breaks to prevent operational or financial risk
Maintain accurate books and records across systems
Stakeholder Collaboration
Work closely with internal teams including trading, finance, compliance, and technology
Communicate issues, updates, and resolutions effectively across stakeholders
Process Improvement & Automation
Partner with engineering teams to enhance and automate operational workflows
Analyze existing processes and identify opportunities for efficiency and scalability
Contribute to the development of tools, controls, and system enhancements
Data Analysis & Reporting
Perform data analysis to support operational insights and decision-making
Assist with ad hoc reporting and investigation of operational issues
Required Qualifications
Strong foundation in data analysis and technical problem-solving
Experience or familiarity with SQL and Python for data manipulation and analysis
High attention to detail and accuracy in handling data
Ability to manage multiple tasks in a fast-paced environment
Strong interpersonal and communication skills
Preferred Qualifications
Academic background in business, finance, economics, engineering, or a related field
Exposure to financial markets, trading operations, or transaction processing
Interest in automation, systems design, or workflow optimization
Why Join This Team / Organization Summary
This role provides an opportunity to work at the intersection of operations and technology within a fast-paced environment. The position offers exposure to trading workflows, data analysis, and system improvement initiatives, with opportunities to build both technical and operational expertise.
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Trade Support Specialist
Atlas Search, Austin, TX, United States