Trading Operations Specialist - Growth & Compliance
goelzer investment managementCarmel, IN
Trading Operations Specialist - Growth & Compliance
goelzer investment managementCarmel, IN
9 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksFinancial Specialists, All OtherIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesAbout 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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