What are the responsibilities and job description for the Equity Assistant Trader & Operations Administrator position at Alpha Global Search LLC?
A global financial firm seeks an Equity Assistant Trader & Operations Administrator to support its Equity team in New York City. This position offers the opportunity to work closely with portfolio managers, traders, operations, and compliance teams in a fast-paced institutional investment environment. The role combines equity trading support, portfolio operations, performance analysis, and reporting responsibilities.
Position Overview
The Equity Assistant Trader & Operations Administrator will assist with trade execution, portfolio monitoring, fund performance measurement, reporting, and operational coordination for the Equity team. The individual will collaborate with front, middle, and back-office teams to ensure accurate and timely trading activity, reporting, and operational processes. The role also supports automation initiatives and database management projects.
Responsibilities
- Support equity trade execution and settlement processes in coordination with operations, broker/dealers, and back-office teams
- Monitor portfolio cash positions, fund allocations, and performance measurement data
- Assist with portfolio attribution analysis and maintain investment-related databases
- Prepare daily, weekly, and monthly operational and investment reports
- Coordinate with compliance and operations teams to ensure adherence to internal policies and regulatory requirements
- Assist with automation and process improvement initiatives in collaboration with IT and operations teams
- Maintain accurate trading records and resolve operational discrepancies in a timely manner
- Provide administrative and analytical support to equity research analysts and trading professionals
Qualifications
- Bachelor’s degree in Finance, Economics, or a related field
- 3–4 years of financial services experience, including exposure to trading, investment operations, or portfolio administration
- Understanding of equity markets, trading workflows, and portfolio operations
- Strong Excel and Microsoft Office skills required
- Bloomberg proficiency required; familiarity with AIM, VBA, SQL, BQuant, or related tools is a plus
- Strong analytical, organizational, and communication skills
- Detail-oriented with the ability to multitask in a fast-paced environment
- Team-oriented mindset with flexibility to support multiple functions as needed