Trading Specialist - Cannon Search : Job Details

Are you detail-oriented, analytical, and passionate about financial markets? We are looking for a Trading Specialist to support the wealth management team. In this dynamic role, you'll execute trades across equities, fixed income, and mutual funds/ETFs, ensuring accuracy and efficiency while minimizing risk.

What You'll Do:

• Execute trades across multiple custodial platforms (SEI, Fidelity, Schwab).
• Monitor order flow, reconcile trades, and resolve discrepancies swiftly.
• Collaborate with brokers, custodians, and internal teams to optimize execution.
• Analyze trading performance and identify process improvements.

What We're Looking For:

• Bachelor's in Accounting, Finance, or Business Administration.
• 3-5 years of experience in security processing and trading.
• Strong knowledge of trading systems (RedBlack, Moxy, BondDesk preferred).
• Detail-oriented with excellent problem-solving and communication skills.

Ready to make an impact? Apply now and elevate your trading career! Email your resume to Dan Gilliam, email: [email protected]

Tags: Trading analyst, Trading Specialist, Equity and Fixed Income Trader, Investment Trading Specialist, Portfolio Trading Analyst