About the role

Goelzer Investment Management in Carmel, IN seeks a Trading Operations Associate on the Investment Management team. The role requires a proactive self-starter with integrity and the ability to handle diverse tasks in a collaborative setting. You will organize equity, mutual fund, and fixed-income trades, perform reconciliations, investigate breaks, work with compliance, support performance analyses, and help administer trading software. Strong Excel skills and attention to detail are essential.

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JOB OVERVIEW

Experience level

Mid

Location

Carmel, IN

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

9 days ago

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