Sr. Operations Support Associate, Mutual Fund Trading Dept

Chartwell Investment Partners

Southfield, MI, US
Hybrid (3 days in-office, averaging 12 days per month)
Mutual fund trade processing
Trade order execution and confirmation
Price adjustment and trade correction
Chartwell Investment Partners is seeking a Sr. Operations Support Associate for their Mutual Fund Trading Department. The role involves executing trade support activities and ensuring compliance with organizational policies in a hybrid work environment

Job Summary

  • Execute specialized mutual fund and trade support activities for designated operational units in accordance with organizational policies, regulatory requirements, and established procedures.
  • Carry out a wide range of complex and non-standard trade processing tasks that frequently require research, troubleshooting, and coordination with both internal and external stakeholders.
  • This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a Sr. Operations Support Associate for their Mutual Fund Trading Department. The role involves executing trade support activities and ensuring compliance with organizational policies in a hybrid work environment.

Skills & Requirements

Must-have

  • Mutual fund trade processing
  • Trade order execution and confirmation
  • Price adjustment and trade correction
  • Research and resolve unconfirmed trades
  • Coordinate with internal and external stakeholders
  • Adhere to fund family rules and procedures

Nice-to-have

  • Develop best practice support
  • Manage internal client relationships
  • Assess compliance with standards
  • Develop working knowledge of policies

Key Requirements

  • 7 to 12 months general experience
  • High School diploma required

Work Rights

Not specified

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