Trading Operations Associate
Belle Haven Investments
Rye Brook, NY0–2 yrs1h agovia LinkedIn
About the Role
Belle Haven Investments is seeking a motivated early-career professional or recent college graduate to join our Trading Operations team as a Trading Operations Associate. This role offers hands-on exposure to the full trade and settlement lifecycle of fixed income securities and the operational mechanics supporting an investment platform.
The Role
As a member of the Trading Operations team, you will support daily trading activities, regulatory reporting, data management, and client reporting. This role offers meaningful responsibility, visibility across teams, and the chance to grow skills in a fast-paced, collaborative environment.
Key Responsibilities
- Process trade and order entries for fixed income securities, ensuring compliance with internal policies and regulatory requirements.
- Manage regulatory trade reporting via TRACE and MSRB.
- Investigate and resolve trade discrepancies in coordination with brokers and custodians.
- Respond to operational inquiries and escalate issues as appropriate.
- Run daily trade reconciliation reports to ensure accurate books and records.
- Develop a working knowledge of the fixed income trade and settlement lifecycle.
- Collaborate closely with Portfolio Managers, Traders, Compliance, and other internal partners.
- Support ad hoc projects and operational initiatives as needed.
Requirements & Tech Stack
- Proficiency in Microsoft Excel and other MS Office applications.
Qualifications
- 0–2 years of relevant experience, or a recent college graduate eager to start a career in finance.
- A Bachelor’s Degree, preferably in business, finance, or related field.
- Strong attention to detail with excellent analytical and organizational skills.
- Clear and professional written and verbal communication skills.
- Ability to manage multiple priorities in a deadline-driven environment.
- Curious, collaborative, and eager to learn.
- Prior exposure to fixed income is a plus, but not required.
- SIE, Series 7, and Series 66 licenses, or willingness to obtain within the first year of employment.