Entry Level Trading Operations Associate

Company: Fisher Investments
Location: Plano
Posted on: September 27, 2024

Job Description:

As a Trading Operations Associate, you will gain in-depth insight into the life cycle of a trade at Fisher Investments, both internally and across the industry as you work with Fisher Investment's traders and counter-parties around the world.

The Opportunity:

You will be given direct responsibility for sensitive activities across Fisher departments (PCG, PCGI and Institutional) and will affect the success of the firm by identifying and eliminating problems and mitigating exposure to risk.

We are looking for you to quickly learn the nuances of market structures, trade processing and industry-standard settlement practices and we'll provide you the opportunity to work with experienced counterparts at firms across the globe. Reporting directly to your Team Leader, you will be given rotating responsibility for a specific section of trade activity (US Institutional Trading, Non-US Institutional Trading, Global Settlements, PCG, PCGI, and more).

We hire from all majors and backgrounds, because we believe we are better off with the diversity it brings. You will report directly to your manager who will aid your development and commit to making this a place where you can grow your career.

Target January 2025 start.

The Day-to-Day:

• Coordinate with custodians and our data sources to ensure the accurate posting of corporate actions, dividends, and other security specific events to the portfolio accounting system
• Research, manage and track activity to limit trade liability
• Validate security specific attributes in Fisher's internal security reference tool
• Update prices and foreign exchange rates in the portfolio accounting system and ensure correct valuation of securities
• Work with Research and Institutional Shareholders Services to manage the proxy voting process
• Advanced tasks may include process analysis and design which will teach you technical troubleshooting skills (VBA and SQL), process mapping (Visio), and process documentation (Confluence)
  Your Qualifications:
  
  • Bachelor's degree or equivalent combination of education and experience
  • Enjoy operational work
  • Interested in learning about domestic and international markets and how our securities operate in exchanges across the world
  • Are comfortable functioning autonomously and oversee process improvement projects
  • Excel at both quantitative and qualitative analysis
  • Commitment to maintain quality of work while sticking to a timeline
    Why Fisher Investments:
    
    We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
    
    • 100% paid medical, dental and vision premiums for you and your qualifying dependents
    • A 50% 401(k) match, up to the IRS maximum
    • 20 days of PTO, plus 10 paid holidays
    • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
    • $10,000 fertility, hormonal health and family-forming benefit
      FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Dallas , Entry Level Trading Operations Associate, Accounting, Auditing , Plano, Texas