Investment specialist

Contract to Hire: Dallas, Texas, US

Salary Range: 22.00 - 24.00 | Per Hour

Job Code: 357384

End Date: 2025-02-12

Days Left: 27 days, 15 hours left

Note:
  • The position is Onsite (No Work from Home).
Position Details:
  • Position: Operations Specialist
  • Job duration: 06 months of contract
  • Location: Dallas, TX USA 75202 (Onsite)
  • Work Schedule: Monday - Friday
  • Pay Range: $22-24/hr 
Roles and Responsibility:
  • Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
  • Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
  • 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.
  • Ensure all trades are posted in the correct account by settlement date.
  • Communicate with outside Third Party Money Manager to resolve issues timely.
  • 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
  • Email
  • Phone
  • Manali Sahu
  • manali.sahu@collabera.com
Apply Now
Apply Now
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Collabera is a leading global digital talent solutions firm. For over 25 years, we have provided digital and IT talent services, direct placement and career advisement, global remote talent and learning solutions to transform and diversify workforces for the Fortune 1000 globally.

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Collabera is a leading global digital talent solutions firm. For over 25 years, we have provided digital and IT talent services, direct placement and career advisement, global remote talent and learning solutions to transform and diversify workforces for the Fortune 1000 globally.

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