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
Facet provides financial planning and advice tailored to individual needs and goals. It was founded in 2016, and is headquartered in Baltimore, Maryland, USA, with a workforce of 201-500 employees. Its website is https://facet.com.