Equity Trading & Operations Associate

Role Summary

Seeking an Equity Trading & Operations Analyst to support trade execution, portfolio reporting, performance analysis, and operational processes for an equity investment team. This role works closely with trading, operations, compliance, and back-office teams to ensure accurate execution, reporting, and process improvement initiatives.

Responsibilities

• Support daily equity trade execution and settlement activities


• Monitor portfolio cash positions, fund performance, and allocation reporting


• Maintain and update portfolio performance, ratings, and market data


• Ensure trades are completed accurately and in compliance with internal policies and regulatory requirements


• Partner with operations, compliance, brokers, and back-office teams to resolve trade or reporting issues