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Trading Specialist

Cannon Search
Boston, MA Full Time
POSTED ON 2/12/2025
AVAILABLE BEFORE 3/8/2025

Are you detail-oriented, analytical, and passionate about financial markets? We are looking for a Trading Specialist to support the wealth management team. In this dynamic role, you’ll execute trades across equities, fixed income, and mutual funds/ETFs, ensuring accuracy and efficiency while minimizing risk.


What You’ll Do:

  • Execute trades across multiple custodial platforms (SEI, Fidelity, Schwab).
  • Monitor order flow, reconcile trades, and resolve discrepancies swiftly.
  • Collaborate with brokers, custodians, and internal teams to optimize execution.
  • Analyze trading performance and identify process improvements.


What We’re Looking For:

  • Bachelor’s in Accounting, Finance, or Business Administration.
  • 3-5 years of experience in security processing and trading.
  • Strong knowledge of trading systems (RedBlack, Moxy, BondDesk preferred).
  • Detail-oriented with excellent problem-solving and communication skills.


Ready to make an impact? Apply now and elevate your trading career! Email your resume to Dan Gilliam, email: dan.gilliam@cannonsearch.com


Tags: Trading analyst, Trading Specialist, Equity and Fixed Income Trader, Investment Trading Specialist, Portfolio Trading Analyst

Salary : $140,000 - $160,000

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