Operations Trade Support Associate

Janney • Philadelphia, PA

15h

About The Position

The Trade Support Associate is responsible for supporting post-trade execution activities across a variety of asset classes. This role works closely with internal trading desks, operations teams, and external counterparties to ensure 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)
• Basic understanding of financial markets and securities products is a plus
• 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

• Bachelor’s degree in Finance, Economics, Business, or related field preferred (or equivalent experience)

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees