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[Remote] Trading Operations Specialist

Remote role Full-time Open position

Note: The job is a remote job and is open to candidates in USA. Facet is a fast-growing financial services company dedicated to providing accessible financial advice. They are seeking a Trading Operations Specialist to manage and execute trading operations, support investment strategies, and collaborate with various teams to enhance trading efficiency.

Responsibilities

  • Manage and execute trading operations to support the company's investment strategies
  • Monitor and reconcile accounts, ensuring accurate and timely reporting
  • Participate in the execution of model changes, tax-loss harvesting, and firm-wide rebalancing
  • Collaborate with portfolio management, investment teams, and traders to implement trading strategies
  • Maintain relationships with trading partners, custodians, and other key stakeholders
  • Develop and implement processes to improve the efficiency and effectiveness of trading operations
  • Stay current on market trends, regulatory developments, and other factors that may impact trading decisions
  • Identify and resolve trading-related issues in a timely and effective manner
  • Work directly with members on resolving complex requests related to IRA transactions, cost basis, and money movement
  • Serve as a subject matter expert on a wide range of topics related to managed accounts, account features, and brokerage transactions
  • Ability to take on special projects and additional duties across the investment operations organization

Skills

  • 2+ years of experience in trading operations or a related field
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a fast-paced, team-oriented environment
  • Proficiency in Excel and other financial analysis tools
  • Knowledge of trading operations, financial markets, and securities regulations
  • Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company's environment, and effect quality online connections. A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100
  • Experience with an order management system such as Orion strongly preferred

Benefits

  • Bonus determined by the experience, knowledge, skills, and abilities of the applicant
  • Equity
  • Flexible PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
  • Certification reimbursement program
  • Work from anywhere in the US

Company Overview

  • Facet provides financial planning and advice tailored to individual needs and goals. It was founded in 2016, and is headquartered in Baltimore, Maryland, USA, with a workforce of 201-500 employees. Its website is https://facet.com.
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