Operations Associate - Trade Processor

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