Investment Trader and Operations Specialist
DSG CAPITAL ADVISORS, LLC
Job Description
Job Description
DSG Capital Advisors is a registered investment advisor managing assets approaching $1 billion for family office and high-net-worth clients. We focus on providing Boutique Family Office Services to the families that we serve. Our high-touch client service, in addition to our in-office culture, are a couple of items that set us apart from larger more institutional firms. This is a hands-on role where your work has a direct, visible impact on client outcomes rather than being a small part of a large institution where you may never know the impact that you have on clients.
Position Summary
DSG is seeking an Investment Trader and Operations Specialist to execute trades and manage investment operations across our client accounts. This role sits at the intersection of our trading and operations teams, requiring both precision with the trading responsibilities in addition to the supporting investment operations functions. You'll work closely with both the investment and advisory teams to ensure accurate, compliant, and efficient execution across every client relationship.
Responsibilities
Trading
- Execute buy and sell orders for stocks, bonds, ETFs, mutual funds, and other investment securities with a high degree of accuracy
- Review cash positions, account restrictions, model allocations, and tax sensitivity across accounts
- Ensure best execution of trades across multiple custodians using trading software and Bloomberg terminal
- Ensure all trades comply with regulations and firm policies and procedures
- Monitor market activity, economic trends, and market volatility to benefit client portfolios
- Support portfolio rebalancing and strategy implementation
Operations
- Review and reconcile trade activity to ensure accuracy and timely settlement
- Maintain accurate trading records and documentation
- Research and resolve trade discrepancies, corrections, and operational issues promptly
- Monitor and update client account positions, weightings, and risk models in Excel
- Maintain data integrity across CRM, portfolio management, and performance reporting systems
- Contribute to process improvements that enhance trading and operational efficiency
Qualifications
- Bachelor's degree in Finance, Economics, Statistics, Data Science, or a related field with a high degree of academic success
- Minimum of 3 to 5 years of experience in trading and investment operations
- Minimum of 2 years of experience executing trades on a live trading platform
- Experience with portfolio models and investment operations workflows
- Strong analytical skills with exceptional attention to detail
- Advanced Bloomberg and Microsoft Excel skills
- Experience with Black Diamond, LPL, Schwab, and/or Fidelity
- Desire to take on additional responsibility as your skills grow
- Ability to thrive in a fast-paced investment environment and enjoy solving complex operational challenges
- Proactive, collaborative, detail-oriented, and passionate about building investment operations and trading processes that create accuracy and efficiency
- Active Series 65 license
Position Details
- Full-time, 7:30 AM to 4:30 PM, Monday through Friday
- In-office (Edina, MN)
- Exempt position
- Benefits: health, dental, vision, 401(k), HSA
- Bonus eligible
DSG Capital Advisors, LLC does not discriminate based on race, color, religion, sex, national origin, age, disability, or genetic information.
Vacancy posted 22 days ago
Similar jobs that could be interesting for youBased on the Investment Trader and Operations Specialist in Minneapolis, MN vacancy
$81.52k - $95.9k
...Center Sales. The individual supports the full trade lifecycle, including trade execution, settlement, balancing, reconciliation, and operational processing. Working closely with Sales, Operations, Compliance, broker dealers, and external counterparties, this position helps...SuggestedTemporary workWork experience placementLocal area3 days per weekU.S. Bank
Minneapolis, MN4 days ago$66k - $99k
...Job Duties Braun Intertec is seeking a Legal Operations Specialist in Bloomington, MN to administer the Law Department's core contract, risk management, and operational processes, including legal intake and workflow management, departmental technology platforms, and...SuggestedFull timeContract workWork at officeShift work3 days per weekBraun Intertec
Minneapolis, MN2 days ago- ...responsibility and we work together to foster a culture where everyone belongs and is inspired to do their best work. As an Operations Specialist, you make sure that products flow smoothly through the store by maintaining product availability for customers, completing...SuggestedLocal areaRelocationNight shift
Apple
Minneapolis, MN2 days ago - Job Title: Experienced Trader (Remote) Location: Seattle, WA; Dallas, TX; Houston, TX; Atlanta, GA; Phoenix, AZ; Minneapolis, MN T3... ...seasoned active trading professionals looking to make the next investment in their career. You must be hardworking, entrepreneurial, and...SuggestedWork at officeRemote workNight shift
- Job Title: Trader Location: Minneapolis, MN; Orlando, FL; Raleigh, NC; Kansas City, MO; St. Louis, MO; Columbus, OH About T3 Trading Group, LLC is an SEC-registered broker-dealer & Member of FINRA/SIPC. T3’s office headquarters is in lower Manhattan in the heart of the...SuggestedFull timePart timeWork at officeImmediate start
- ...client facility services. You will handle work orders, coordinate with contractors, and monitor building systems to ensure smooth operations. The role requires at least 1 year in admin or tenant services, strong MS Office skills, and a client-focused approach. This is...For contractors
$27.07 - $53.08 per hour
...Optum Insight Quality Review Operations (QRO) SpecialistOptum is a global organization that delivers care, aided by technology to help... ...Growing together.The Optum Insight Quality Review Operations (QRO) Specialist will be responsible for ongoing operational support to...Hourly payFor contractorsWork experience placementRemote workShift workNight shiftWeekend workPhenom People
Minneapolis, MN2 days ago$150k - $185k
We are seeking an experienced equity trader to join our trading desk, with a strong emphasis on data analytics, electronic execution, and the use of computational and AI-driven tools to optimize trading performance. This role is ideal for a trader who combines market execution...Work experience placementWork at officeLocal area$23.55 per hour
...seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test...Hourly payWork experience placementRemote workWork from homeHome officeFlexible hours$22.4 - $31.4 per hour
Position Summary Perform operational activities related to customer products to ensure accurate and timely processing of work. Customer products supported by this position may include but are not limited to: energy efficiency rebates, demand management/demand response products...Hourly payTemporary workFor contractorsSeasonal workWork at officeFlexible hours$22 per hour
...Under the general direction of VP of Operations, this position will perform a variety of operational and accounting functions. There must be a coordinated and consistent approach to risk management operations. Responsible for solid understanding of deposit operations...Hourly payFull timeMonday to Friday$26.15 - $35.96 per hour
# Service Operations SpecialistAmeriprise FinancialMinneapolis, MNOct 08, 2026Finance## Job Description**About Our Company**We're a diversified... ...businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster...Hourly payFull timePart timeFor contractorsWork experience placementH1bWork at officeWork from homeVisa sponsorship1 day per week$26.15 - $35.96 per hour
## Service Operations SpecialistApply: Hybrid: Minneapolis, Minnesota: Full time: Posted Today: End Date: October 30, 2026 (17 days left... ...businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful...Hourly payFull timePart timeWork experience placementH1bWork at officeWork from homeVisa sponsorship1 day per week- ...Customer Service Rep to join our team in a fast-paced environment. You will communicate with customers and staff and support the Operations Team, ensuring accurate data entry and organized records. The role runs Monday to Friday, 7:30 AM start, at $19/hour with weekly...Weekly payMonday to Friday
- Platinum Bank in Minneapolis, MN seeks a Loan Administrator to handle back-office loan operations including documentation, booking, and servicing of commercial and consumer loans. The ideal candidate demonstrates strong attention to detail, excellent organizational and...
- ...across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future. What You'll Do: Oversee treasury operations—from bank reconciliations and disbursements to detailed cash reporting. Enter and maintain...Work at officeTrial period
GP Fund Solutions, LLC
Minneapolis, MN5 days ago - Employee Relations Associates, Inc. is seeking a Tax Operations Administrator to support a professional tax services team remotely in the United States. The role emphasizes coordinating client documentation, managing tax workflow processes, and maintaining accurate records...Remote job
- ...OPERATIONS SPECIALIST Do you have what it takes to lead in the heart of Naval combat? As an Operations Specialist, you will serve as a supervisor and leader in the top−secret Combat Information Center. From the ocean surface, to outer space, you have a complete picture...Full timePart timeWorldwideOverseasNight shift
U.S. Navy
Minneapolis, MN3 days ago - Banner Engineering is seeking a Customer Operations Specialist to join the Global Sales and Customer Operations Team. The role focuses on sales order status, tracking, and process improvements, with emphasis on POS, rebates, and territory support. The candidate will liaise...
$27.12 - $37.3 per hour
...and a collaborative team of employees who are passionate about what they do. Position Summary We are searching for a Customer Operations Specialist to join our Global Sales and Customer Operations Team. This position is responsible for sales order status and tracking,...Work at officeFlexible hoursShift work$60k - $63k
...Wilson-McShane Corporation, a Third-Party Administrator for Taft-Hartley benefit funds, has an opening for a full-time IT Operations Specialist in our Bloomington, MN office. The regular schedule is 8:00 AM to 5:00 PM, Monday through Friday. This is an exempt position...Full timeWork at officeMonday to FridayWilson-McShane Corp
Minneapolis, MN24 days ago- ...Job Description Job Description As part of our aggressive growth strategy, we are seeking experienced Commercial Investment Sales Broker ' s to join our Northmarq team. Our unique, entrepreneurial approach to building and supporting teams allows our Senior Investment...
Northmarq
Minneapolis, MN12 days ago - ...Time, Exempt SUMMARY Schafer Richardson, LLC is a real estate investment company providing development, management, leasing, and... ...and external partners as needed to ensure seamless financial operations. Help maintain and service internal promissory notes payables...Full timeWork at office
- Unlimited Supplies Inc., part of Mid-States Bolt & Screw, is seeking a Production Fastener Representative to expand their market presence in the Minneapolis / St. Paul region. This full-time role is ideal for candidates looking to advance their career in industrial sales...Full time
- ...Crate and Barrel Operations AssociateWe inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate...Work at officeLocal areaFlexible hours
Crate and Barrel
Minneapolis, MN4 days ago $19.8 - $22.9 per hour
...Operations AssociateAs an Operations Associate, you'll be the backbone of the store—ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising, your attention to detail and proactive mindset will...Hourly payPart timeShift workNight shiftWeekend workSephora
Minneapolis, MN3 days ago- ...Seasonal Operations AssociateWe inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire...Seasonal workLocal areaFlexible hoursWeekend workWeekday work
Crate and Barrel
Minneapolis, MN1 day ago $165k
...multi-specialty dental group is seeking a seasoned Director of Operations to lead operations across four locations. The organization delivers... ...our greatest advantage: we set our own standards of care and invest in our people without pressure to deliver returns to outside...2k Dental Coaching
Minneapolis, MN8 days ago- ...consistently high year-over-year growth, we're scaling fast and investing in people who want to shape the future of work with us.... ...YOU SHOULD JOIN OUR TEAM You'll join Smartcat's evolving GTM Operations team at a pivotal moment — with the flexibility to work broadly...Remote work
Smartcat
Minneapolis, MN4 days ago $150k
...Job Description Job Description Director of Deposit Operations – To $150K – Minneapolis, MN – Job # 3821-11900 Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition...Work at officeSymicor Group
Minneapolis, MN9 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Trader and Operations Specialist. Be the first to apply!
Related searches
- trader Minneapolis, MN
- investment analyst Minneapolis, MN
- portfolio analyst Minneapolis, MN
- investment specialist Minneapolis, MN
- investment officer Minneapolis, MN
- investment banking analyst Minneapolis, MN
- it operations coordinator Minneapolis, MN
- systems operations specialist Minneapolis, MN
- global operations specialist Minneapolis, MN
- provider operations coordinator Minneapolis, MN