Equity Specialist Job at Russell Tobin, Salt Lake City, UT

eUxXV2JVOFhEbVg3dGtSNWhQck5VcHNv
  • Russell Tobin
  • Salt Lake City, UT

Job Description

Your role within Equities Operations provides opportunities to provide excellent post-trade client service to our institutional client base. Through business development, processing trades, cash transfers, settlements and handling client inquiries, you are directly engaged in servicing the critical capital needs of many of the world's largest global hedge funds.

OUR IMPACT

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

Equities Ops is primarily responsible for booking and settling of trades and accuracy of books and records of Equities clients. Our success is derived from a combination of process efficiency and adherence to Controls and risk management principles. We excel at finding commercial solutions that meet our clients' needs without compromising risk and control.

Pay rate $23 per hr on W2

Work directly with clients and external brokers to settle client trades and resolve any trade-related issues

You will have a book of clients or market that you cover exclusively. You'll be responsible for developing those relationships and providing top notch service across the trade life cycle.

Tap into your investigative skills to find answers to client queries and solutions for issues that arise daily

Investigate exceptions in our internal books and records to identify resolution, and escalate issues as they arise

Analyze and improve processes and procedures with an eye for reducing risk and eliminating repetitive effort

Help influence client behavior to achieve superior operational and client service outcomes

Skills: SKILLS & EXPERIENCE WE'RE LOOKING FOR

BASIC QUALIFICATIONS

Must be comfortable presenting complex information in a structured and concise manner, and be able to work in a fast paced environment with multiple processing deadlines throughout the day

Razor-sharp attention to detail paired with prudent risk aversion and control-forward thinking

Constant drive to implement process improvement and challenge inefficiencies

Strong interpersonal skills and ability to work well with a team

Ability to manage smaller projects and initiatives, influence others, and implement change in a consensus driven environment

PREFERRED QUALIFICATIONS

Proficiency in Microsoft Excel, specifically pivot tables, look up functions, and general data analysis

VBA coding and Excel/Outlook macro experience a plus but not required

Education: Bachelor's degree

Benefits Info

Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Job Tags

Similar Jobs

Avo Photonics

Manufacturing Manager Job at Avo Photonics

 ...including environmental, medical, military, industrial, aerospace, and communications. We are seeking an experienced Manufacturing Manager who will help to further our success and reputation in the industry through world-class customer service for our weekend operations... 

Jovie

Nanny/Educator Job at Jovie

We are hiring to support an amazing family who seeks a long term nanny and educator for their family in the Bay Area. Here's the scoop: Full-time Nanny/Educator in Burlingame, CA for a 3-year-old and 6-year-old Summary: A bit from the family: Were a ...

Southwestern Advantage

Sales & Leadership Summer Internship Job at Southwestern Advantage

 ...Southwestern Advantage is seeking college students from all majors for the oldest direct selling Entrepreneurial Internship in the country. This is one of the/ if not THE MOST CHALLENGING sales internships in the USA where students will learn how to run their own... 

CallYourCMO

Executive Assistant Job at CallYourCMO

 ...Company Description CallYourCMO is a modern marketing consultancy providing fractional CMO services to growth-stage companies, founders, and executive teams. We focus on delivering senior-level insight, rapid execution, and scalable results without the commitment of... 

Perry Chrysler Dodge Jeep Ram of National City

Perry Chrysler Dodge Jeep Ram of National City General Application Job at Perry Chrysler Dodge Jeep Ram of National City

Perry Chrysler Jeep Dodge Ram Screening