Trading Operations & Onboarding Associate

Ability to manage tasks, meet deadlines, and collaborate with multiple teams. Familiarity with project tracking tools is beneficial.
Understanding of financial markets and investment products. Experience with SMAs or similar investment vehicles is a plus.
Strong attention to data accuracy and experience working with large datasets. Proficiency in Excel and similar tools.
Comfortable learning new systems and tools. Experience with trading platforms or portfolio management systems is a plus.
High level of accuracy and thoroughness, especially important in onboarding and trading processes.
Excellent written and verbal communication skills. Ability to clearly and effectively communicate with clients and internal teams.
Able to quickly identify issues and contribute to effective solutions.
Highly organized and able to manage multiple tasks simultaneously.
Ability to work effectively in a team environment and contribute to a positive and collaborative culture.

Manage the end-to-end onboarding process for new Managed Account clients, ensuring a seamless and efficient experience.
Collecting and verifying client data.
Coordinating with internal teams (e.g., legal, compliance, technology).
Setting up client accounts on our trading platform.
Tracking onboarding progress and reporting on key metrics.
Identifying and resolving any onboarding issues.
Provide critical support to the trading team by processing client requests (e.g., deposits, withdrawals, transfers).
Executing trades and rebalancing client accounts according to established strategies.
Managing and reconciling trade data.
Monitoring account performance and identifying potential issues.
Generating reports and providing data analysis.
Work closely with other teams, including sales, client service, and technology, to ensure a coordinated and effective approach to client onboarding and trading operations.