What are the responsibilities and job description for the Trade Operations Specialist (Hybrid - Atlanta, GA) position at The Mom Project?
Our Customer is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. They manage $1,198.7 billion in assets on behalf of clients worldwide with the help of over 8,000 highly engaged and motivated employees focused on client needs. They actively encourage their people to collaborate to find the best ideas and solutions for clients, leveraging the tremendous diversity of thought that exists across their global organization.
We are seeking a Trade Operations Specialist on a contract basis to help support our Customer’s business needs. This role is hybrid (4 days on-site and 1 day remote/week) in Atlanta, GA.
Responsibilities
Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
We are seeking a Trade Operations Specialist on a contract basis to help support our Customer’s business needs. This role is hybrid (4 days on-site and 1 day remote/week) in Atlanta, GA.
Responsibilities
- Support post-execution trade confirmation and settlement processes for equity and debt instruments
- Investigate, analyze, and resolve trade confirmation and settlement issues
- Liaise daily with internal teams, broker counterparties, and external business partners
- Monitor trade flows and identify execution or confirmation breaks with timely resolution
- Manually process trade executions that fall outside automated systems
- Respond to email and phone inquiries with full ownership for same-day resolution or acknowledgment
- Investigate and resolve reconciliation exceptions raised by reconciliation teams
- Identify and implement measurable continuous improvement opportunities
- Maintain and update operational procedures in alignment with senior staff
- Support system testing initiatives as required
- Assist other operations and related teams as needed
- Mentor junior analysts and provide coverage support to senior analysts
- Perform first-line review and sign-off for start and end-of-day tasks
- Compile and maintain daily, weekly, and monthly management reports
- Minimum of 3 years of experience in trade support within the securities or investment industry
- Strong understanding of financial markets, equity instruments, and debt instruments
- Strong analytical skills with ability to identify issues and recommend resolutions
- Self-motivated with commitment to ongoing learning and development
- Ability to work independently and collaboratively within a team
- Strong interpersonal skills across all business levels
- Strong organizational skills with high attention to detail
- Familiarity with technology systems supporting trading and automation processes
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or related field
Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.