[Remote] Trading Operations Specialist
Note: The job is a remote job and is open to candidates in USA. Facet is a fast-growing financial services company dedicated to providing accessible financial advice. They are seeking a Trading Operations Specialist to manage and execute trading operations, support investment strategies, and collaborate with various teams to enhance trading efficiency.
Responsibilities
- Manage and execute trading operations to support the company's investment strategies
- Monitor and reconcile accounts, ensuring accurate and timely reporting
- Participate in the execution of model changes, tax-loss harvesting, and firm-wide rebalancing
- Collaborate with portfolio management, investment teams, and traders to implement trading strategies
- Maintain relationships with trading partners, custodians, and other key stakeholders
- Develop and implement processes to improve the efficiency and effectiveness of trading operations
- Stay current on market trends, regulatory developments, and other factors that may impact trading decisions
- Identify and resolve trading-related issues in a timely and effective manner
- Work directly with members on resolving complex requests related to IRA transactions, cost basis, and money movement
- Serve as a subject matter expert on a wide range of topics related to managed accounts, account features, and brokerage transactions
- Ability to take on special projects and additional duties across the investment operations organization
Skills
- 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
- 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
- Experience with an order management system such as Orion strongly preferred
Benefits
- Bonus determined by the experience, knowledge, skills, and abilities of the applicant
- 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
Company Overview