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.