The right talent can transform your business—and we make that happen. At Collabera, we go beyond staffing to deliver strategic workforce solutions that drive growth, innovation, and agility. With deep industry expertise, a global talent network, and a people-first approach, we connect you with professionals who don’t just fit the role but elevate your business. Partner with us and build a workforce that powers success.
Investment specialist
Contract to Hire: Dallas, Texas, US
Salary Range: 22.00 - 24.00 | Per Hour
Job Code: 357384
End Date: 2025-03-22
Job Status: Expired
This Job is no longer accepting applications
Note:
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The position is Onsite (No Work from Home).
Position Details:
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Position: Operations Specialist
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Job duration: 06 months of contract
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Location: Dallas, TX USA 75202 (Onsite)
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Work Schedule: Monday - Friday
- Pay Range: $22-24/hr
Roles and Responsibility:
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Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
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Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
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The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
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Ensure all trades are posted in the correct account by settlement date.
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Communicate with outside Third Party Money Manager to resolve issues timely.
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Metrics collection, reporting, and analysis coordination
Job Requirement
- Trade
- Trading
- Trade Handling
- Settlement
- equity
- stocks
- Margin
- Margin Call
- derivative
Reach Out to a Recruiter
- Recruiter
- Phone
- Manali Sahu
- manali.sahu@collabera.com
This Job is no longer accepting applications
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