Job Description
Trading Services Coordinator – Portfolio Onboarding & Support
Are you looking for a dynamic role in financial services? Join our team as a Trading Services Coordinator, where you will play a crucial role in onboarding Portfolio Managers (PMs) and their teams to our trading platform. As a Trading Services Coordinator, you will be a key point of contact, guiding new managers through onboarding, providing introductions to trading tools, and ensuring they have the resources needed for a successful strategy launch.
Location: New York, NY
Competitive Salary
Full-Time Position
Trading Services Coordinator – Key Responsibilities
Portfolio Manager Onboarding & Support
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Schedule introductions and demos for new Portfolio Managers.
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Assist PMs with onboarding and setup requirements.
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Document and communicate requirements to core teams for smooth transitions.
Trading Team Coordination
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Oversee the relocation and transfer of trading personnel.
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Manage portfolio setup for existing Portfolio Managers.
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Support approvals for onboarding and trading strategy launches.
Process Optimization & Efficiency
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Oversee shutdown procedures for trading groups and portfolios.
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Lead ad hoc projects to improve onboarding processes.
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Enhance efficiency and scalability of trading services.
Skills & Qualifications – What We’re Looking For
Essential:
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Bachelor’s degree from an accredited university.
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2+ years of experience in financial services.
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Strong communication, organizational, and interpersonal skills.
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Ability to prioritize tasks in a fast-paced environment.
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High attention to detail with excellent multi-tasking abilities.
Desirable:
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Experience in Equities, Fixed Income, Commodities, or Quant Strategies.
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Proficiency in Microsoft Office Suite, including Excel.
Why Join Us?
Global Investment Firm – Work with top financial professionals worldwide.
Career Growth – Clear progression path within financial services.
Cutting-Edge Technology – Access advanced trading tools and resources.
Collaborative Culture – Engage with industry leaders in a dynamic work environment.
If you’re ready to take the next step in your finance career, apply today!