Trading Desk Specialist (buy-side)

Pelham Berkeley Search

Stamford, CT

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JOB DETAILS

SALARY

$150,000–$175,000

LOCATION

Stamford, CT

POSTED

30+ days ago

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

Bachelors 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 youre 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!

About the Company

Pelham Berkeley Search

A Stress-Free Job Search

At Pelham Berkeley Search, we help talented professionals land great jobs. No pressure. No time wasted. No stress. Just respect, courtesy and incredible career opportunities.

Since 1995, we have been helping professionals advance their careers.

We offer you:

Temporary, contract and full-time career opportunities
An inside track to top employers with whom we have deep relationships
Access to jobs that are not advertised anywhere else
Expert advice to help you achieve your career goals

Whether you’re looking to take the next step in your career or you’re seeking the flexibility of contract work, we will help you find the best match for your unique skills, experience and career goals.

COMPANY SIZE

20 to 49 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

1995

WEBSITE

http://www.pbsearch.com/