Ballentine Partners is looking for an enthusiastic Operations Associate – Trade Processor to join our growing Operations Team.
Responsibilities include:
- 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.
The right candidate will be someone who has the following skills:
- Strong attention to detail and exceptional organizational abilities.
- Ability to manage and prioritize multiple tasks daily.
- Ability to work independently and in a team structure with a diverse group of individuals.
- Strong Excel and computer skills.
- Ability to learn and use new concepts or skills.
- Proactivity; ability to anticipate and suggest solutions to problems.
- Ability to thrive in a fast-paced, knowledge-intensive, and service-oriented environment.
- High professional standards, judgment, and discretion, including the ability to handle confidential information appropriately.
- Excellent verbal and written communication skills.
- Exceptional interpersonal and relationship-building skills, with a positive and collegial attitude.
A Bachelor’s Degree is preferred. A Series 65 license is required and can be obtained upon employment.
Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance. We offer extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program, and we support certifications and continuing education for our team members. Ballentine is a family-friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
For more information on our culture please view our Stakeholder Report and our Culture page.
Compensation is made up of a base salary and performance bonus. The hourly rate range for this position is $28 - $38 an hour and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.
We will sponsor applicants for work visas.