What are the responsibilities and job description for the Trading Specialist position at Cannon Search?
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