Trading Services Specialist

Description
Robert Half is looking for a detail-oriented Trading Services Specialist to support investment trading activity and help maintain precise execution across client portfolios at our client's site in the Greater Philadelphia area. This Trading Services Specialist position works closely with portfolio management, investment committee, operations, and compliance teams to coordinate transactions, monitor trade quality, and strengthen daily trading processes. The ideal candidate brings investment management experience, sound analytical judgment, and a disciplined approach to handling portfolio and transaction data.


Responsibilities:

+ Coordinate daily trading and transaction activity across client accounts to help ensure orders are processed accurately and on time.

+ Review executed trades and related records to identify discrepancies, reduce operational risk, and help prevent avoidable trade issues.

+ Monitor rebalancing activity to c...