Trading Support Associate III - SMA Trading
Core
Provide technical support, trade corrections, and operational assistance for trading platforms and client accounts within the securities industry.
Role type
Trading Support Associate
Builds
Trade confirmations, corrected transactions, and portfolio allocation data
Domain
Securities trading / Financial services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Securities trading concepts, accounting principles, mathematical reconciliation, trade error resolution, database management, block order coordination
Preferred skills
Investment practices, high-volume phone system handling, policy interpretation, problem analysis
Technologies
Trading systems, standard office software, required databases
Responsibilities
Serve as liaison between trading team and external money managers; provide technical support for trading systems; respond to client inquiries and complaints; perform price adjustments and trade corrections; review trade problems and determine corrective actions; resolve comparison issues and assist in portfolio allocation; coordinate large block orders; ensure trade execution and confirmation per policy; reconcile open order files and maintain trade data in databases.
Seniority
Mid-level, hands-on IC