Trading and Fund Operations Associate

The Opportunity

At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.

We’re a ~$3B AUM/AUA asset manager that serves independent broker-dealers and RIAs with one mission: to cut through the noise and deliver results.

Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.

Summary

The Trading and Fund Operations Associate will help the investment and research division of the company execute trades and increase operational efficiency. The position will work on the Research team under the Portfolio Manager.

This role is 100% on-site in Bethesda, MD.

What You’ll Do

• Trade Execution: Execution and settlement of trades across various financial instruments, ensuring accuracy and timeliness.
• Reconciliation: Perform daily reconciliation and audits of trading activities, identifying and resolving discrepancies promptly.
• Collaboration: Work closely with portfolio managers, compliance, and IT teams to streamline operations and enhance workflow efficiency.
• Process Improvement: Contribute to the development and implementation of operational best practices and innovative solutions.
• Research & Development: Perform required tasks that will help the research team improve existing trading systems and/or build new systems.
  
  

Who You Are

• A detail oriented analyst who is happy living in all the details needed to make sure that trades happen on time, wish every note right.
• A natural collaborator who can lead teams, juggle timelines, and keep cool under pressure.
• A strategic thinker who sees the big picture but never misses the small stuff.
  
  

Required Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• 3-7 years of experience in trading operations, financial services, or a similar environment.
• Proficiency in Microsoft Excel; familiarity with trading platforms and financial software is advantageous.
• Strong problem-solving skills with keen attention to detail.
• Excellent communication skills and the ability to collaborate effectively within a team-oriented setting.
• Experience trading their own account in a systematic way.
  
  

Preferred Qualifications

• Chartered Market Technician (CMT) certification.
• Experience with Orion Eclipse.
  
  

Objectives

• Ensure seamless and accurate trade execution by maintaining timely processing and minimizing errors.
• Maintain daily operational integrity through rigorous reconciliation, rapid resolution of discrepancies, and proactive identification of potential risks or gaps.
• Support the evolution of Potomac’s trading systems by contributing to research initiatives, testing enhancements, and helping build next‑generation trading tools.
• Drive process improvement by documenting workflows, proposing innovations, and helping codify best practices within Trading Operations.
  
  

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.

If you want to drive, build, and scale, this is your shot.

Benefits

• 401(k) & other retirement benefits
• Health, vision, & dental insurance
• Health savings account option
• Paid time off
• Commuter benefits
• Disability insurance
• Parental leave
  
  

The Pay Range For This Role Is

80,000 - 115,000 USD per year (Potomac HQ)