Specialist, Trading Services

We are looking for a detail-oriented trading specialist to join our investment team. In this role, you will help coordinate daily trading activity, support portfolio implementation, and contribute to accurate transaction oversight across a range of investment products. The position works closely with trading, operations, portfolio management, and investment leadership to promote efficient execution, reliable reporting, and strong process control.

Responsibilities:
• Coordinate the preparation, execution, and post-trade reconciliation of security transactions for both model-driven strategies and account-specific activity.
• Serve as an internal resource on trading technology, including Tamarac Trading & Execution and related custodian systems, to improve workflow accuracy and usability.
• Partner with the trading lead to maintain trading processes, update account parameters, and apply restrictions and settings needed for proper order handling.
• Support strategy-level trade implementation across groups of accounts while helping ensure alignment with portfolio objectives and client guidelines.
• Review daily alerts, exception reports, and account-level data to identify discrepancies and maintain accurate records across platforms.
• Respond to questions from internal stakeholders, investigate trading or account issues, and recommend practical solutions based on findings.
• Build effective working relationships with portfolio managers and advisors to facilitate timely, accurate, and efficient trade execution.
• Provide transaction data, blotter details, and holdings information to operations, compliance, and investment leadership as needed for oversight and reporting.
• Contribute to trade analysis and execution documentation that supports investment committee review and broader portfolio governance.

Qualifications:

• At least 2 years of experience in investment management, trading support, or a related financial services environment.
• Bachelor’s degree in finance, economics, business, or a comparable field.
• Familiarity with portfolio data concepts such as performance results, attribution, holdings characteristics, and cash positioning.
• Experience with Tamarac, portfolio management technology, or custodian trading platforms is strongly preferred.
• Solid analytical judgment with the ability to evaluate transactions, identify issues, and support informed decision-making.
• Strong verbal and written communication skills, along with the interpersonal ability to work effectively across teams.
• High level of accuracy, organization, and attention to detail when managing trade activity and related reporting.
• Working knowledge of investment products such as equities, mutual funds, fixed income, and derivatives or options.

Compensation

$75,000.00-$100,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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