Trading & Operations Associate

Level Four Group

Dallas, TX, United States
On-site
Operational efficiencies and data integrity
Gips verification process support
System and database data entry
The Level Four Capital Management (LFCM) Trading and Operations Associate is a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions

Job Summary

  • The Level Four Capital Management (LFCM) Trading and Operations Associate is a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions.
  • Essential responsibilities include ensuring operational efficiencies and data integrity, supporting the GIPS verification process, managing operational and portfolio management reporting, and interfacing with the Operations team on day-to-day tasks relating to new account on-boarding.
  • The company offers a casual work environment, generous paid time off, a flexible work schedule, and great benefits.

Matching Summary

The Level Four Capital Management (LFCM) Trading and Operations Associate is a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions.

Skills & Requirements

Must-have

  • Operational efficiencies and data integrity
  • GIPS verification process support
  • System and database data entry
  • Portfolio management reporting
  • Client account onboarding
  • Fixed Income paperwork facilitation
  • Fixed Income trade allocation

Nice-to-have

  • Entrepreneurial spirit
  • Embracing change
  • Casual work environment
  • Flexible work schedule
  • Proactive customer service

Key Requirements

  • Bachelor's Degree in Finance or related field
  • Prior experience in financial services/broker-dealer
  • Knowledge of equity and fixed income markets
  • Minimum 3 years of experience
  • FINRA Series 7, 66, 63 and/or 65 registration
  • Securities license or willingness to obtain

Work Rights

Not specified

Tailored Resume

Cover Letter