Trade Operations
Trade Operations
Culture for Growth
Are you looking for a chance to be a large part of a small team and prove yourself on the way to achieving your career goals? The six-person Zeo team is seeking a hardworking, self-motivated and energetic professional who wants to take an active role in the firm’s collective success.
Inclusive for Perspective
Zeo takes inclusion seriously. We are a minority/woman-owned business which values and respects all points of view at all levels of the firm’s org chart. We expect every member of the team to share the company’s values and respect differences even as we all challenge one another to achieve our shared goals.
Opportunity for Impact
Zeo is looking to hire a Trade Operations professional to assist across all aspects of trading operations, business operations and technology infrastructure within the firm. This is an opportunity to learn and have an immediate impact on all facets of what makes an investment firm successful, including portfolio management, sales and business development.
The role also provides a candidate who takes initiative with the flexibility to allocate time to “dive deep” into areas of highest impact with guidance and support from senior members of the team. In particular, Zeo values proactive efforts to design automated solutions to manual problems.
The Trade Operations role will report directly to the CEO of the firm. The role is perfect for a candidate who is a voracious learner interested in what it takes both to manage investment portfolios and to operate a financial services business. The position is located in San Francisco.
Anticipated daily functions will include but are not limited to:
· Trading and Portfolio Management Support
- Processing trading activity and maintaining order blotter;
- Monitoring and reconciling daily transactions, positions and cash balances;
- Maintaining accurate position records, including anticipated cashflows; and
- Optimizing trade operations processes; and
- Working with portfolio managers to derive insights from portfolio data.
· Systems Infrastructure & Innovation
- Automating trading support tasks;
- Assisting in the automation of other operational aspects of the business (e.g. sales/marketing, compliance, etc.); and
- Assisting in the identification and/or design of innovative technology solutions to improve firm operational capabilities.
· Sales & Business Development
- Supporting sales/marketing in aggregating, organizing and deriving insights from client data;
- Supporting research efforts to evaluate opportunities for business growth across all types of products and services; and
- Assisting in the detailed mechanics of launching new products and services.
Qualifications for Success
· Bachelor’s degree
· 0-5 years of experience
· Coding experience preferable (Microsoft Excel macros or .NET platform experience is a plus)
· Strong math ability
· Organized and detail-oriented
· Flexible, humble, with a willingness to learn and ability to switch gears quickly
· Early riser able to begin the workday at 5:30am
Career for Ambition
“[Insert adjective] Trade Operations Applicant” (e.g. Resourceful Trade Operations Applicant).