Job Description

Job Description
We are looking for talented and motivated individuals to join the trading operations team at SmartX Advisory Solutions to help us build and scale our technology solutions designed to change the way wealth is managed. The Investment Operations Specialist is responsible for all aspects of our daily trading operations, which include trading, risk, data management, accounting, and many other components critical to ongoing operations and interface with various groups within the firm to ensure that all systems are operating properly.  In this role, you will be focusing on managing our trading processes and monitoring our investment accounting systems. This role involves coordinating with members of the Compliance, Technology, and Customer Service teams at SmartX as well as external parties, like custodians, executing brokers, wealth advisors, and asset managers.

Day to Day Duties 

  • Learn and execute the daily trading operations processes from end-to-end 
  • Analyze current processes and continually strive to improve them, including increased usability, transparency, and documentation
  • Develop a zero-tolerance attitude for trading and accounting errors, working to reduce risks of errors and quickly eradicate any that may arise
  • Work closely with other internal departments, including Customer Service and Technology to develop workflows, quality assurance processes and product enhancements
  • Communicate frequently and effectively with all internal associates, including other operations personnel and customer service team members
  • Contact vendors and internal associates to resolve data, trading, or any operations problems
  • Interact with internal and external stakeholders in response to their data related questions
  • Perform other duties as required

Skills We Are Looking For

  • Two or more years in experience in roles focused on securities trading and/or portfolio accounting and data management
  • SQL, MS Access, Advanced Excel
  • Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding environment
  • Remain calm yet highly focused and effective when under duress, such as when a process fails
  • Advanced analytical skills with the ability to perform complex problem solving
  • Ability to prioritize and complete multiple tasks under strict deadlines
  • Strong communication and collaboration skills
  • Strong organizational skills with acute attention to detail

Bonus Items

  • 4-year college degree (or higher)
  • Degrees in finance, math, engineering, or scientific disciplines are preferred

Hiring Company Description
SmartX Advisory Solutions was founded in 2013, and is a rapidly growing, leading financial technology firm developing breakthrough innovation for the financial services industry. 

More Details
Employment Type: Full Time
Location: West Palm Beach , Florida , United States
Experience Required: Associate
Date Published: 03 Aug 2020
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