Ballentine Partners is a leading independent wealth management firm seeking an enthusiastic Operations Associate – Trade Processor to join our growing Operations Team.
Requirements
- Execute and monitor trades on behalf of client teams using our trading and custodian platforms.
- Collaborate on large scale, firm-wide trade plans.
- Document and maintain accurate records of all trading activities.
- Review trades for accuracy and promptly rectify any errors.
- Monitor and mitigate risks associated with trading, e.g., market, operational, liquidity, and compliance risks.
- Maintain effective communication and coordinate with Operations team members, client teams, compliance staff, and other stakeholders.
- Provide real-time updates on trade execution and market conditions.
- Ensure all trading activities comply with internal policies and external regulatory requirements. Conduct real-time compliance checks and post-trade audits.
- Monitor market conditions; stay up to date on our Investment Team’s research and market news.
- Work on other projects and additional duties as assigned.
Benefits
- Dental insurance
- Vision insurance
- Short-term disability insurance
- Long-term disability insurance
- Life insurance
- Cost-sharing on medical insurance
- Vacation time
- Unlimited personal sick time
- Paid family sick leave
- Paid parental leave
- Sabbaticals
- Community time off