Operations Trade Support Associate
Janney Montgomery Scott LLC
Philadelphia, PA0–2 yrs4h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- OperationsAccountingBusiness analysisExcelMicrosoft Office
- Nice to have
- Bloomberg
- Work
- Hybrid in Philadelphia
- Pay
- Not stated by the employer.
- Skill demand
- Operations85%Excel51%Accounting27%Business analysis22%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 10, 2026 · still open
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About the Role
The Operations Trade Support Associate plays an important role as a liaison between trading desks, other operations teams, and counterparties during the trade life cycle. This role ensures accurate trade details, proper regulatory reporting, and on-time trade settlement. The team works with equities, fixed income, options, and derivative products.
Key Responsibilities
- Completing reconciliation reports to monitor discrepancies
- Engaging market participants for outstanding trade concerns
- Handling trade processing issues
- Performing trade corrections
- Assisting with setting up new accounts
- Responding to ad-hoc requests as needed
- Reviewing reconciliation reports and researching any outstanding items
- Trade booking & allocations
- New account setup & escalate to AML/Risk Department as needed
- Resolving trade rejections, trade discrepancies, & settlement fails
- Monitoring regulatory reporting, tracking required details, and working with Compliance as needed
- Identifying potential process deficiencies and risk situations, and escalating to management
- Communicating & collaborating with various internal & external parties to resolve outstanding trade matching & settlement issues
- Proactively looking for potential process improvements; participating in team projects, process improvements, and system enhancements
Requirements & Tech Stack
- Technically proficient in Microsoft Outlook, Excel, and Word
- Familiarity with BetaNxt, Bloomberg, and Flex Trading a plus
Qualifications
- Bachelor’s degree required
- 0-2 years of experience in financial services, operations, or related field (internships considered)
- Knowledge & experience in the financial industry a plus
- FINRA SIE & Series 99 (or Series 7) preferred, or ability to obtain both within 1 year of hire
- SIE within 6 months of hire
- Series 99 (or Series 7) within 1 year of hire
- Strong problem-solving skills
- Detail-oriented
- Organized
- Driven
- Dependable
- Works well on a team
Note: The firm is currently operating under a hybrid model, subject to change.