Trading Operations Specialist
| Company | MFS |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelor’s Degree or equivalent experience.
- 2-5+ years financial services experience.
- Strong organizational, interpersonal and communication skills
- Personal initiative/problem solving skills/strong attention to detail
- Ability to cover off-hour shifts when needed
Responsibilities
- Performs trade date matching of equity, fixed income and derivative trades utilizing CTM, Heliograph, and other industry applications.
- Handles all inquiries into the trading desk from sell side broker operations and sales offices, MFS Operations (trade settlements, pricing, and performance groups) and MFS Compliance.
- Ensures data integrity within the trading/investment systems.
- Drives the preparation and review of Director of Trading reporting and other risk mitigation reporting packages on a daily, monthly, quarterly and semiannual basis to identify, rectify, and escalate anomalies.
- Collaborates with departments/teams across the firm, including global investment technology support, compliance and others to assist with and drive process improvements for new account setup, account transitions and security setup.
- Represents the Global Trade Solutions team on investment technology and investment operations project teams to improve workflow and technology efficiency.
- Monitors a variety of system checks to ensure data accuracy within the Trading and accounting systems throughout the trade lifecycle.
- Develops a solid understanding of the investment strategies, and trading patterns for the designated investment and trading teams.
- Performs additional duties as requested
Preferred Qualifications
- 1-2 years in a trading type environment preferred.
- Specific investment management front office knowledge preferred.
- Familiarity with municipal instruments and derivatives preferred.
- Knowledge of Charles River Trading Systems, or similar trading platform functionality preferred.
- Knowledge of electronic trade date matching using CTM or similar industry trade matching platform preferred.
- Familiarity with Tableau and/or other data visualization software a plus.
- Familiarity with Python and/or other coding application software a plus.