Trade Execution Specialist

Trade Execution Specialist

Location: Oaks, PA or nearby states (Remote-Must to be in east coast nearby states). Preference is onsite or at least 1-2 days onsite.

Duration: Longterm Contract

As a Trade Execution Specialist, you will play a crucial role in ensuring the efficient and accurate execution of trades across various asset classes. You will be responsible for managing trade processes, ensuring compliance with regulatory requirements, and collaborating with internal and external stakeholders to resolve any issues that arise.

Key Responsibilities:

• Execute trades across equities, fixed income, derivatives, and other asset classes, ensuring accuracy and timeliness.
• Monitor trade execution processes to ensure compliance with internal policies and regulatory requirements.
• Identify and resolve trade-related issues, working closely with internal teams and external partners.
• Perform trade reconciliations to ensure data integrity and resolve discrepancies.
• Utilize relevant trading systems and platforms to manage and streamline trade execution processes.
• Maintain excellent communication with internal teams (trading, compliance, risk, technology) and external parties (brokers, custodians, clearing agents) to facilitate smooth trade execution.
• Generate and analyze reports to monitor trade execution performance and identify areas for improvement.
• Participate in process improvement initiatives to enhance the efficiency and effectiveness of trade execution processes.
• Ensure all trade execution activities comply with regulatory requirements and internal controls.

Qualifications:

• At least five years of experience in wealth management business operations, with a strong focus on trade execution.
• Proficiency in relevant trading systems and platforms.
• Strong communication skills, both written and verbal.
• High level of accuracy and attention to detail in all tasks.
• Excellent problem-solving skills and ability to work under pressure.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.