Trading Services Specialist

Robert Half is looking for a detail-oriented Trading Services Specialist to support investment trading activity and help maintain precise execution across client portfolios at our client's site in the Greater Philadelphia area. This Trading Services Specialist position works closely with portfolio management, investment committee, operations, and compliance teams to coordinate transactions, monitor trade quality, and strengthen daily trading processes. The ideal candidate brings investment management experience, sound analytical judgment, and a disciplined approach to handling portfolio and transaction data.

Responsibilities:

• Coordinate daily trading and transaction activity across client accounts to help ensure orders are processed accurately and on time.
• Review executed trades and related records to identify discrepancies, reduce operational risk, and help prevent avoidable trade issues.
• Monitor rebalancing activity to confirm trading is completed efficiently and aligned with portfolio objectives.
• Provide trade blotter details, holdings data, and transaction information to operations and compliance teams as needed for oversight and review.
• Maintain accurate portfolio and transaction records to support reporting, reconciliation, and internal controls.
• Assist with analysis of investment account activity, portfolio changes, and trading outcomes to improve execution quality.
• Collaborate with internal stakeholders to support a well-organized trading environment and timely resolution of account or transaction-related questions.

Qualifications:

The ideal Trading Services Specialist candidate should have a Bachelor's degree or equivalent combination of education.

Other requirements for the Trading Services Specialist position include and are not limited to:

• 2+ years in investment management/trading operations.
• Experience with portfolio management/trading systems.
• Strong analytical skills with high attention to detail.
• Ability to work under pressure and prioritize effectively

Interested candidates should reach out to Brian Sugrue at 267-996-4295 and reference JO#03720-0013458811

Compensation

$75,000.00-$80,000.00 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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