Operations Trade Support Associate
About The Position
Janney is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments. The firm is dedicated to building a diverse workforce and inclusive culture where employees can thrive. The Trade Support Associate supports post-trade execution activities across various asset classes, working closely with internal trading desks, operations teams, and external counterparties. This ensures timely and accurate processing, reconciliation, and resolution of trade-related activity. This is an entry-level position designed to build foundational knowledge of middle office operations within a fast-paced financial services environment.
Requirements
- 0–2 years of experience in financial services, operations, or related field (internships considered)
- Bachelor’s degree in Finance, Economics, Business, or related field preferred (or equivalent experience)
- Strong attention to detail and accuracy
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- Strong analytical and problem-solving skills
- Effective verbal and written communication skills
- Ability to work both independently and as part of a team
- Proficiency in Microsoft Office applications (Excel, Word, Outlook)
- Willingness to learn and develop knowledge of middle office functions, systems, and industry practices
Nice To Haves
- Basic understanding of financial markets and securities products is a plus
Responsibilities
- Support post-trade processing activities across multiple asset classes including equities, fixed income, mutual funds, ETFs, and other products
- Monitor and assist in resolving trade exceptions, including trade breaks, fails, and discrepancies
- Perform trade verification and reconciliation to ensure accuracy between internal systems and external counterparties
- Assist in the trade confirmation process and escalate issues as needed
- Communicate professionally with internal stakeholders (trading desks, financial advisors, operations teams) and external parties (brokers, custodians, counterparties)
- Maintain accurate and timely documentation of trade activity and exception resolution
- Identify potential operational risks or inefficiencies and escalate to senior team members
- Participate in team projects, process improvements, and system enhancements as assigned
- Adhere to firm policies, procedures, and regulatory requirements
Benefits
- Paid Parental Leave
- generous Paid Time Off
- eligibility for a $2,000 referral bonus
- Employee Ownership
- Professional Development Assistance Plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
