Outsourced Trading Desk Continuity (Analyst/Associate)

Jefferies • New York, NY

13h • $110,000 - $165,000

About The Position

The Outsourced Trading Desk Continuity team is responsible for the support and management for all Outsourced Trading client integrations and broker relations. The right candidate will be part of the firm’s Outsourced Trading Desk and be client-facing working directly with the firm’s Outsourced Trading clients, brokers, and third party OMS providers. The right candidate will assist in addressing client inquiries and help drive revenue across our client base.
This individual’s responsibilities will include but are not limited to:
Responsible for coordinating new client onboardings, third party OMS integrations for clients, setting up executing broker relationships for the desk, and managing client commission schedules & broker wallets
One of the escalation points for internal Outsourced Trading Desk inquiries and trading continuity issues, reports into the Head of OTD Continuity
Client-facing responsibility acting as the relationship manager with each client’s COO on ad hoc Q&A and setup questions
Assisting with directed broker setups for clients, including the coordination of connectivity and documentation
Organize and host new client calls with clients and other internal stakeholders
Responsible for maintaining blocks, trading rules, fix tags, and OTD trading toolbars in the team’s execution management system, Eze RealTick
Work with technology to help address client inquiries and drive platform enhancements
Oversee resolution of broker trade settlement breaks both foreign and domestic

Requirements

• Extremely detail-oriented, superior focus, knowledge retention
• Efficient in their responsibilities and time management
• Able to handle and manage multiple requests within a team environment
• Maintains superior follow-up skills
• Acts with sense of urgency on requests and ability to prioritize tasks
• Ability to work under pressure in a fast paced environment
• Knowledge of various OEMS systems
• Thorough understanding of trade lifecycle
• SIE, Series 7, Series 63 certifications ideal
• Bloomberg knowledge preferred

Responsibilities

• Coordinating new client onboardings
• Third party OMS integrations for clients
• Setting up executing broker relationships for the desk
• Managing client commission schedules & broker wallets
• Escalation points for internal Outsourced Trading Desk inquiries and trading continuity issues
• Client-facing responsibility acting as the relationship manager with each client’s COO on ad hoc Q&A and setup questions
• Assisting with directed broker setups for clients, including the coordination of connectivity and documentation
• Organize and host new client calls with clients and other internal stakeholders
• Maintaining blocks, trading rules, fix tags, and OTD trading toolbars in the team’s execution management system, Eze RealTick
• Work with technology to help address client inquiries and drive platform enhancements
• Oversee resolution of broker trade settlement breaks both foreign and domestic

Benefits

• annual discretionary incentive and retention bonus
• competitive employee benefits, including: medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays
• paid parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed