What are the responsibilities and job description for the Trading Desk Specialist (buy-side) position at Pelham Berkeley Search?
Trading Desk Specialist (buy-side)
Join a small tight knit investment team as a Trading Desk / Operations Specialist. In this pivotal mid-level role, you will be at the heart of our asset management operations, ensuring seamless trade execution, precise portfolio monitoring, and operational excellence.
If you thrive in a fast-paced environment, possess a keen eye for detail, and have proven experience supporting buy-side trading activities across multiple asset classes (focused on US equity markets), this is your opportunity to make a meaningful impact within a respected firm.
Your expertise in managing trade workflows and strong technical proficiency will support our mission to optimize trading strategies and operational processes.
This role offers a unique platform to leverage your knowledge in equity markets, derivatives, and currency trading, while working alongside talented professionals dedicated to excellence.
Key Responsibilities
- Partner closely with the traders and portfolio managers to support daily trading activity across asset classes
- Assist with trade creations, allocation, execution tracking, and error resolution
- Monitor trades, positions, and cash balances
- Manage client cash flows by creating and executing program trades while maintaining portfolio alignment with target allocations and investment mandates
- Produce daily trading and portfolio reports
- Maintain and enhance Excel based tools and models for portfolio tracking, P&L reporting, analytics, and exposure monitoring
- Develop automated workflows using Excel and other applications
- Support best execution analysis and transaction cost monitoring
- Collaborate with operations, compliance, and technology teams
- Contribute to improvements in trading infrastructure and data processes
Required Skills
- Bachelor’s degree in Finance, Economics, Mathematics, or related quantitative course of study
- 5 years of experience in investment management, hedge funds, or similar buy-side environments supporting trading desks and operations teams
- Deep understanding of portfolio construction, market mechanics, and asset class workflows
- Experience with transaction cost analysis and best execution practices
- Multi-asset exposure, including US equity markets, current trading (spots and forwards), derivatives, and mutual funds
- Hands-on experience with trade order management systems (OMS/EMS)
- Familiarity with Bloomberg or similar data tools
- Advanced Excel skills, including formulas, pivots, macros, and automation scripting skills (Python, PowerShell,...)
- Strong attention to detail, analytical capabilities, and problem-solving skills
- Excellent communication skills, both written and oral
- Ability to work independently and collaboratively in fast-paced settings
Seize this opportunity to be a key driver of trading efficiency and operational excellence. If you’re ready to bring your expertise to a challenging and rewarding role, we encourage you to apply today and become a vital part of the trading team!