Trading Operations Specialist

Facet is a fast-growing financial services company that is looking for a Trading Operations Specialist to join its team. This position involves managing and executing trading operations to support the company's investment strategies. Facet is built on the belief that everyone deserves access to financial advice, and the company takes a human-centered approach to financial planning. By providing exceptional talent and innovative technology, Facet is committed to breaking down the barriers that keep underserved people from accessing financial advice. The Trading Operations Specialist is a crucial part of the team that brings Facet's services to millions of Americans.

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.

Facet is a fast-growing financial services company that is looking for a Trading Operations Specialist to join its team. This position involves managing and executing trading operations to support the company's investment strategies. Facet is built...

• 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.
• Experience with an order management system such as Orion strongly preferred.
• 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. If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed.

Facet is a fast-growing financial services company that is looking for a Trading Operations Specialist to join its team. This position involves managing and executing trading operations to support the company's investment strategies. Facet is built on the belief that everyone deserves access to financial advice, and the company takes a human-centered approach to financial planning. By providing exceptional talent and innovative technology, Facet is committed to breaking down the barriers that keep underserved people from accessing financial advice. The Trading Operations Specialist is a crucial part of the team that brings Facet's services to millions of Americans.

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.

Facet is a fast-growing financial services company that is looking for a Trading Operations Specialist to join its team. This position involves managing and executing trading operations to support the company's investment strategies. Facet is built...

• 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.
• Experience with an order management system such as Orion strongly preferred.
• 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. If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed.