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Trading Associate

  • Location: Nwe York, New York
  • Type: Direct Hire
  • Job #455
  • Salary: $80,000

Trading Associate



SALARY & BENEFITS: Competitive base salary up to $90K, exceptional firm and department culture; Generous Bonus, Medical, Dental and Vision Coverage; Generous Paid Time Off; 401K w/ competitive match; Life Insurance; and much more!

SUMMARY: Seeking an Trading Associate with excellent communication skills to provide support in a busy trading environment. This role will be responsible for learning systems and procedures in a fast-paced office. 


  • Assess current and future needs and priorities that align with practice and firm goals
  • Reconcile all trades with CRD and APX on a daily basis; will be required to use CRD, APX, Trade Suite and CTM 
  • Resolve any failing trade or trade settlement issues
  • Send ownership lists
  • Gather orders from project managers
  • Clarify any trade order discrepancies
  • Create and distribute internal memos
  • Answer broker phone calls and relay information as necessary
  • Enter trading orders in firm system
  • Establish and maintain rapport with the Accounting, IT, Compliance, and Sales and Marketing Departments, as well as brokers


  • Bachelor’s Degree required
  • 3+ years of experience in the financial services industry
  • Strong product knowledge preferred
  • Strong Mathematical skills 
  • Proficiency knowledge of Microsoft Office, including Excel and Word
  • Ability to build and maintain collaborative relationships and aptitude for building consensus and facilitating change
  • Ability to work independently, as well as part of a team in a high-pressure environment
  • Excellent leadership, analytical, organizational and project management skills
  • Excellent communication skills, both written and verbal