Hybrid (3 days in-office, averaging 12 days per month)
Mutual fund and trade support
Manual trade order processing
Trade execution and confirmation
Chartwell Investment Partners is seeking a Sr Trading Support Associate for a hybrid role based in Southfield, MI. The position involves executing trade support activities, ensuring compliance with policies and regulations, and providing support to financial advisors
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.
Develop and maintain excellent process or technical skills by participating in assessment and development planning activities, as well as formal and informal training and coaching.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a Sr Trading Support Associate for a hybrid role based in Southfield, MI. The position involves executing trade support activities, ensuring compliance with policies and regulations, and providing support to financial advisors.
Skills & Requirements
Must-have
Mutual fund and trade support
Manual trade order processing
Trade execution and confirmation
Price adjustment and trade correction
Research and resolve unconfirmed trades
Analyze trade problems and data
Coordinate with internal and external stakeholders