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. You would be working with our trading and portfolio accounting team members and focusing on managing our trading processes and monitoring our portfolio accounting systems. Our Trading Operations Specialists are 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. 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 of experience in roles focused on securities trading and/or portfolio accounting and data management
  • A 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

We're changing the way wealth management is done, and we need your help. If you are ready to do something that matters and actually impacts your customers, we want you. We need creative problem solvers to help us grow our managed accounts solutions and empower the next generation of financial advisors. Our industry is rapidly evolving. Together, we can change it for the better.

Since 2013, SmartX Advisory Solutions has been developing managed accounts technology that provides access to best-in-breed investment managers and streamlines portfolio construction and management, so wealth advisors can focus on what matters most, the client. If you are ready to join a passionate group working on cutting edge technology solutions in wealth tech, send us your resume!

Job Type: Full-time

More Details
Employment Type: Full Time
Location: West Palm Beach , Florida , United States
Experience Required: Associate
Date Published: 26 Aug 2021
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