Trade Settlements Associate - Wealth Management
Leeds Professional Resources
Exciting opportunity to join a strong and growing wealth management firm headquartered here in Miami. Great culture and opportunities for growth:
Job Responsibilities
- Daily booking of a variety of futures across multiple asset classes in keeping with the overall remit of the credit portfolio group.
- To produce and explain daily Profit and Loss reconciliations
- Analyze trade breaks
- To understand the cash flows associated with each trade and to work with the accounting and settlement teams to ensure that settlement is accurate and timely.
- To be able to identify areas of improvement and implement new procedures or to change existing process flows to ensure tight controls front to back.
- Build an effective Control Environment, set minimum standards and develop new processes where required
- Support traders
- Various related duties
Requirements:
- Bachelors degree
- 3+ years of operations experience within financial services or commodities
- Excellent communication
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Trade Settlements Associate - Wealth Management in Miami, FL vacancy
- ...43861BR City Coral Gables Key Responsibilities Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to: Assist Financial Advisors with client/potential client meetings and provide...SuggestedFull timeFlexible hours
UBS
Coral Gables, FL9 hours ago - ...strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale... ...personal success. Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build...SuggestedTemporary workLocal areaRemote work
Equitable Advisors
Miami, FL7 hours ago - ...Office is an independent, fee-only multi-family office and wealth management firm based in Miami, Florida. For over a decade, the firm has... ...on-site role located in Miami, FL, for a Wealth Management Associate. The Associate will support the wealth advisory team in preparing...SuggestedFull timeWork at office
Element Pointe Family Office
Miami, FL7 hours ago - ...Bilingual Client Associate An investment management firm is seeking a Bilingual Client Associate to support sophisticated clients and their investment... ...and develop lasting client relationships, apply today to take the next step in your wealth management career....Suggested
Leeds Professional Resources
Miami, FL7 hours ago - Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth... ...developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition...SuggestedFlexible hours
- Evensky & Katz / Foldes Wealth Management Portfolio Management Associate Evensky & Katz / Foldes Wealth Management... ...can support portfolio management, trading, reconciliation, and data accuracy... ...minimizing trade errors. Manage settlement dates, negative balances, trading...Work at office
$80k - $110k
...Senior Analyst / Associate, Wealth Management Minimum Experience: 2+ years of relevant professional experience required; 3+ years preferred Company Description Sierra Capital Partners, LLC is an independent, fee-only investment adviser and global multi-family...Work at officeWork from homeSierra Capital
Miami, FL7 hours ago- ...POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients...Full timeWork experience placementLocal areaWork visa
Morgan Stanley
Coral Gables, FLmore than 2 months ago - Evensky & Katz / Foldes Wealth Management in Miami is seeking a detail-oriented Portfolio Management Associate to support portfolio management, trading, reconciliation, and data accuracy with precision and fiduciary focus. Based in Miami, this role supports the Portfolio...
- ...POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients...Full timeWork experience placement
- ...one could be yours! We are looking for an Associate Vice President, Global Promotion... ...of vendor promotional funding, including trade funds collected through deduction or bill... ...processes, tools, controls, and performance management required to provide accurate visibility...Local area
PriceSmart
Miami, FL6 days ago - Gamma Asset Management LLC in Miami, FL is seeking a Business Development Specialist to support our advisors by generating and qualifying... ...conversations with affluent individuals and business owners in a fiduciary wealth management environment. You will learn a proven sales process,...
- ...Description Description: An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development,... .... Relationship Managers have access to a full range of wealth building, managing and preserving services throughout the Firm...Full timeWork experience placement
- Bernstein Private Wealth Management in Miami is seeking an ambitious Associate for its Associate Development Program (ADP). You will partner with Financial Advisors to deliver portfolio analysis, client service, and wealth planning support for high-net-worth clients. The...
- JPMorganChase in Miami seeks a Private Banker Associate to support a Senior Banker in all facets of managing their books of business. You will help with new client... ...financial planning, enhancing client experience with wealth management solutions. Responsibilities include...
- ...climate, Miami is drawing a massive influx of wealth and expertise from around the world. The... ...-track faculty members in business and management, with a specific focus on attracting top... ...considered at the Assistant Professor, Associate Professor, and Professor ranks....Full timeTemporary workImmediate start
University of Miami
Coral Gables, FL8 hours ago - ...operating model for provider-office access support, lead regional managers and approximately 30 FRMs, and integrate field reimbursement... ...Patient Services / Hub, Specialty Pharmacy, Market Access, Sales, Trade, Legal/Compliance, Training, and Commercial leadership to...Full timeWork at officeWorldwide
MoonLake Immunotherapeutics
Miami, FL13 days ago - ...one could be yours! We are looking for an Associate Vice President, Supply Chain & Logistics... ...problems, prioritize demand and make trade-offs based on enterprise value. Ensure teams... ...on portfolio governance, financial management, vendor management and delivery transparency...
$52 - $62 per hour
...complete this application due to a disability, contact Ocean Associates at (***) ***-**** to ask for an accommodation or an alternative... ...private sector. We specialize in scientific program and project management, strategic planning, professional and technical services, and...Hourly payFull timeFor contractorsImmediate start$110k - $170k
Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual... ...edge. HR Technology (HRIS) AssociateThe HR Technology Associate will be responsible for supporting the ongoing management, enhancement...Full timeLocal areaBlackstone Group
Miami, FL15 hours ago$77.33k - $157.67k
...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities... ...to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness...Local areaRemote workKPMG
Miami, FL4 days ago$110k - $150k
Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual... ...Management - Valuations and Analytics team is looking for an Associate to support the Private Equity group. The core focus of the team...Full timeLocal areaBlackstone Group
Miami, FL2 days ago$77.33k - $157.67k
...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities... ...tax returns before, during and after preparation Build and manage client relationships, and supervise, mentor, and develop staffResearch...Local areaRemote workKPMG
Miami, FL3 days ago$16 per hour
...Overview IST Management is seeking an Entry Level Part Time Office Services Associate to join the Miami team! The Entry Level Part Time Office Services Associate will be responsible for providing copy, print, and other administrative support services on-site daily...Hourly payExtra incomePart timeWork at officeLocal areaIST Management
Miami, FL2 days ago- ...client events in our Miami office As an Associate Event Planner within our Latin America J.... ...and post-event reporting. You will manage multiple programs simultaneously (large-scale... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...Bank staffWork at office
JPMorgan Chase & Co.
Miami, FL6 days ago - ...The Growth Of Your CareerSupports the District Loss Prevention Manager and Store Management by executing core responsibilities, focused... ...time0-2 years retail or security experienceBenefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate...Temporary workLocal areaHome office
TJX
Miami, FL1 day ago $90k - $130k
...Alvarez & Marsal Private Equity Performance Improvement Associate: CFO Services Alvarez & Marsal, a leading independent global... ...services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking...Work experience placementInterim roleImmediate startFlexible hoursAlvarez & Marsal
Miami, FL1 day ago$75k - $91k
...independent financial planning and investment management firm. We are 100% employee owned. We... ..., we want you to join our team! As an Associate Financial Advisor, you will be an... ...years of experience in financial planning, wealth management or related industry You expect...Work at officeFlexible hours- Associate Vice President of Financial Planning & Analysis, Jackson Health System, Full Time, Days SummaryThe Associate Vice President,... ...integration of budgeting, forecasting, decision support, and workforce management to support strategic goals.Advise executive leadership on...Full timeLocal area
Jackson Health System
Miami, FL1 day ago $163.4k - $322.1k
...with operational effectiveness and efficiency. Deloitte Oracle Associate Vice Presidents help clients delineate strategy and vision, design... ...relationshipsAbility to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic...Immediate startVisa sponsorshipDeloitte
Miami, FL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trade Settlements Associate - Wealth Management. Be the first to apply!
Related searches