Trading Support Associate Iii - Sma Trading

Chartwell Investment Partners

Memphis, TN, US
Hybrid
Securities trading concepts and procedures
Trade error rectification across platforms
Reconciling and correcting transactions
This position serves as a liaison between the SMA trading team and external money managers while providing technical support for various trading systems

Job Summary

  • This position serves as a liaison between the SMA trading team and external money managers while providing technical support for various trading systems.
  • The role requires resolving trade errors, performing price adjustments, and ensuring trades are executed in accordance with organizational policies.
  • Candidates must be able to handle stressful situations in a high-volume call environment while maintaining superior customer service standards.

Matching Summary

This position serves as a liaison between the SMA trading team and external money managers while providing technical support for various trading systems.

Skills & Requirements

Must-have

  • securities trading concepts and procedures
  • trade error rectification across platforms
  • reconciling and correcting transactions
  • high-volume customer service environment
  • portfolio allocation process assistance

Nice-to-have

  • advanced knowledge of financial tracking systems
  • ability to work independently under pressure
  • experience with external money manager liaison
  • strong problem-solving and analytical skills

Key Requirements

  • Bachelor's degree in Accounting or Finance
  • 13 months to 3 years of general experience
  • High School diploma (if no Bachelor's)
  • Hybrid work model availability (2-3 days onsite)

Work Rights

Not specified

Tailored Resume

Cover Letter