Trading Services Associate I

Are you ready to make an impact in a fast-paced trading support environment? You will partner closely with trading and operational teams to help deliver accurate execution and strong controls. You will strengthen your product and workflow knowledge while contributing ideas that improve how work gets done. You will collaborate with colleagues across functions, including technology and product partners. We value diverse perspectives and a continuous-improvement mindset.

Job summary

As a Trader Assistant in Prime brokerage services operations, you will support trading teams by helping manage trade capture, workflow execution, issue resolution, and daily controls. You will develop a strong understanding of trading structures and operational flows, and you will collaborate across teams to drive timely, well-controlled outcomes.

Job responsibilities

• Support trade booking and lifecycle processing, including prioritization, exception management, and timely follow-through
• Coordinate with trading and operational partners to resolve breaks, inquiries, and escalations within agreed timelines
• Perform daily controls and checks, ensuring completion, documentation, and timely sign-off
• Monitor workflows to identify issues, root causes, and recurring themes that impact execution quality
• Partner with stakeholders to design and implement process improvements, including documenting changes and results
• Communicate clearly with cross-functional partners to align on priorities, dependencies, and outcomes
• Contribute to strategic initiatives that improve operational processes and supporting architecture
• Maintain strong working relationships with technology, product, quantitative, vendor, and operational partners to support delivery
• Participate in governance routines (e.g., metrics, issue tracking, and control reviews) to promote sustained performance
• Build and maintain knowledge of relevant products, trade structures, and operational requirements from end to end

Required qualifications, capabilities and skills

• 2 years of experience supporting trade operations and/or trade support functions in a trading environment (e.g., booking, lifecycle support, or workflow management)
• Working knowledge of prime brokerage-related activities such as securities lending, collateral processes, and funding/treasury support activities
• Experience partnering directly with trading teams and operational teams to deliver time-sensitive outcomes
• Demonstrated experience identifying, documenting, and implementing process improvements with measurable results
• Understanding of end-to-end trade operations, including settlements, asset servicing impacts, and operational reporting requirements
• Working knowledge of the role of control functions and infrastructure partners (e.g., finance, market risk, credit risk, operational risk, legal) and how trade support actions may impact them
• Strong written and verbal communication skills, including the ability to explain issues clearly and challenge constructively
• Demonstrated attention to detail and ownership, including consistent follow-through on issues and controls
• Ability to perform effectively in a dynamic environment with multiple priorities and deadlines
• Demonstrated analytical and numerical skills applied to problem solving and workflow improvement
• Proficiency in Microsoft Excel for data handling, reconciliation support, and operational reporting

Preferred qualifications, capabilities and skills

• Experience in process improvement or change management within financial operations
• Familiarity with external vendors and services relevant to trading and operational workflows
• Experience working in a collaborative, cross-functional environment (e.g., trading, operations, technology, product)
• Strong organizational skills with the ability to manage multiple tasks and competing priorities
• Experience using workflow tools and/or data visualization tools (e.g., Alteryx, Tableau) to support operational insights
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
• Understanding of securities lending and/or collateral management operations, including 2 years of experience supporting a related line of business