Role Description
Mercer Global Advisors is looking for a Trade Support Specialist to support the trading desk. The candidate will have knowledge of financial markets and proven troubleshooting skills. The successful applicant will be able to handle multiple tasks, manage priorities and maintain strong relationships with the trading desk, internal operations groups, vendors and advisors while working in a fast-paced and demanding environment. The group works closely with business partners, clients, and various operating departments throughout the firm to ensure superior client service, daily process efficiency, control, and mitigation of operational risk. The ideal candidate will have 1 to 3 years of experience in an investment management environment.
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Reconciliation of trading affirmation/confirmation platforms
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Research/resolve settlement breaks
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Trade error management between internal and external trading desks
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Monitor trade queues and various bond product ratings
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Ensure compliance of regulatory rules with a focus on process improvement and efficiency
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Work closely with our external trading platform support team and account operations team
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New Product Onboarding
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System Implementation
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Proxy voting management
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Monitoring best execution reports across all custodians
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Research and resolution of all client and desk related ad-hoc queries
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Execute trades to back up trading desk
Qualifications
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Bachelor's degree required
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Preferably Business, Economics, Accounting or Finance related
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At least 2 years of experience in a professional investment management environment preferred
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Excellent communication skills with a strong ability to prioritize, multi-task and troubleshoot
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Experience with Orion, Bloomberg, Salesforce and Microsoft Excel a plus
Requirements
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Work Schedule: Monday through Friday, 6:00 AM to 3:00 PM MST
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Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.
Benefits
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Company Paid Basic Life & AD&D Insurance
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Company Paid Short-Term and Long-Term Disability Insurance
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Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
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Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
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Kaiser Medical plans available in California
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Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
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Two comprehensive Dental Plans
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Vision Insurance Plan
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Dependent Care Savings Account for child and dependent care.
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14 Company Paid Holidays including a full week off at Thanksgiving.
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Generous paid time off program for vacation and sick days
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Employee Assistance Plan
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Family Medical Leave
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Paid Parental Leave (8 weeks)
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Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
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Adoption Assistance Reimbursement Program
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Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, lifeβs challenges and more.
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401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
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Pet Insurance
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Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing