More jobs:
Trading/Operations Associate
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-06-26
Listing for:
Nichols College
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services
Job Description & How to Apply Below
and the job listing Expires on July 16, 2026
Full‑Time Job Accounting, Data Analytics, Economics & Finance
Tributary Capital Management is a SEC Registered Investment Adviser headquartered in Omaha, Nebraska, and is a wholly‑owned subsidiary of FNBO. Tributary provides equity investment management services to institutions, individuals, and investment companies and manages over $4 billion in multiple equity strategies.
About This Role (primary & additional responsibilities, day‑to‑day activities) Trading:- Provide timely and accurate equity trading for Tributary client accounts across various platforms utilizing Advent’s Moxy Trade Order Management System and various client directed trading platforms.
- Implement Portfolio Manager instructions in client accounts.
- Maintain a high level of accuracy and responsiveness.
- Maintain required documentation.
- Work across various custodians to ensure accurate settlement.
- Maintain client account information in Advent APX.
- Work closely with Tributary’s Director of Operations to assist in variety of operational activities to support Tributary Capital Management.
- Vote and document client proxies.
- Provide trading support including resolution of settlement issues, maintaining required trade documentation and set‑up of new trading relationships.
- Complete recurring monthly and/or quarterly tasks for Tributary’s reporting and reconciliation processes.
Minimum Requirements for this Position
- High School Diploma
- 1 year of experience in the investment or financial services industry
- Proficiency with Microsoft Office suite of products with an emphasis on Excel
- Exceptional attention to detail
- Ability to work well in a team environment
- This is an on‑site position located in the First National Tower in downtown Omaha
- Bachelor’s Degree in Business Related Field
- 3 – 4 years’ experience in the investment or financial services industry
- Prior trading experience
- Familiarity with Microsoft Access or SQL
- Experience with Advent APX and Moxy
- Experience with Fidelity Wealthscape, Schwab Advisor Center, APL, Vestmark or similar
- Knowledge of Regulatory and Compliance issues pertaining to brokerage and investment management industry
This role is for someone who has had experience in the financial sector and is strong in excel/ V Lookup.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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