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Entry Level Trading Operations Jobs in California

Humina Resource

Import Export Coordinator

San Mateo, CA

$24 - $28/hr

This position is a great opportunity for someone interested in logistics, international trade, or office operations. Entry-level candidates are welcome to apply, and training will be provided as you ...

TriNet

Associate Sales Consultant

Dublin, CA · On-site

Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you're passionate about ... The Associate Sales Consultant role is an entry-level opportunity designed for individuals who want ...

TriNet

Associate Sales Consultant

Dublin, CA

Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you're passionate about ... The Associate Sales Consultant role is an entry-level opportunity designed for individuals who want ...

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Entry Level Trading Operations information

What are the key skills and qualifications needed to thrive as an Entry Level Trading Operations professional, and why are they important?

To thrive in Entry Level Trading Operations, you need strong analytical skills, attention to detail, and a background in finance, economics, or a related field, often supported by a bachelor’s degree. Familiarity with trading platforms, order management systems (OMS), and basic knowledge of Excel or other data analysis tools is typically required. Strong communication, problem-solving abilities, and the capacity to work well under pressure are valuable soft skills in this role. These skills and qualities are important to ensure accurate trade processing, effective issue resolution, and seamless support for trading activities in a fast-paced environment.

What are some typical challenges faced by professionals in Entry Level Trading Operations, and how can they be addressed?

Entry Level Trading Operations professionals often encounter challenges such as managing high-pressure situations during market hours, ensuring timely and accurate trade settlements, and adapting quickly to rapidly changing market conditions. Attention to detail is crucial, as even minor errors can lead to significant financial discrepancies. Building strong communication skills and collaborating closely with traders, compliance teams, and IT support can help address these challenges and contribute to smoother operations.

What are entry level trading operations?

Entry level trading operations refer to junior roles that support the buying and selling of financial securities within a trading firm, investment bank, or asset management company. These positions typically involve monitoring trades, ensuring timely settlement, reconciling transactions, and assisting traders and other teams with administrative or operational tasks. Entry level trading operations roles are ideal for individuals interested in finance who want to learn the mechanics of trading, risk management, and the trade lifecycle. Strong attention to detail, analytical skills, and the ability to work in a fast-paced environment are important for success in this field.

What is the difference between Entry Level Trading Operations vs Entry Level Trading Analyst?

AspectEntry Level Trading OperationsEntry Level Trading Analyst
Primary FocusExecuting and supporting trading activities, managing trade settlementsAnalyzing market data, developing trading strategies
Required SkillsAttention to detail, understanding of trading systems, basic finance knowledgeAnalytical skills, market research, data analysis
CertificationsTypically none required, but CFA Level I or similar can be beneficialOften preferred to have CFA Level I or equivalent
Work EnvironmentFast-paced trading floors or back-office supportOffice-based, research-focused

Entry Level Trading Operations roles focus on executing trades, trade support, and settlement processes, requiring attention to detail and operational skills. Entry Level Trading Analyst positions emphasize market analysis, research, and strategy development, often requiring stronger analytical skills. Both roles are essential in trading firms and share some certifications and work environments, but they differ in daily responsibilities and focus areas.

What are the most commonly searched types of Trading Operations jobs in California? The most popular types of Trading Operations jobs in California are:
What cities in California are hiring for Entry Level Trading Operations jobs? Cities in California with the most Entry Level Trading Operations job openings:
Entry Level Trading Operations jobs near you

Capital Markets Transaction Analyst

Cake Mortgage Corp

Chatsworth, CA • On-site

$26.45 - $31.25/hr

Full-time

Posted 12 days ago

Job description

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments.
We are seeking a highly analytical and detail-oriented Capital Markets Transaction Analyst to join our growing team. This entry-level position is ideal for a recent graduate interested in financial markets, mortgage banking, or structured finance. The role will support the capital markets team with loan transactions, pricing analysis, trade execution support, and investor reporting.
This position offers hands-on exposure to the secondary mortgage market and capital markets operations while working closely with trading, operations, and finance teams.
Key Responsibilities
  • Assist with the execution and tracking of loan sale transactions and capital markets trades.
  • Support the preparation of loan pools for sale to investors and agencies.
  • Monitor daily loan pricing, market movements, and hedge positions.
  • Reconcile trade activity and ensure accurate transaction reporting and documentation.
  • Assist with preparation of investor delivery packages and settlement files.
  • Track loan pipelines and support the secondary marketing team with pipeline management.
  • Maintain transaction records and ensure compliance with internal policies and investor guidelines.
  • Generate reports and data analysis related to pricing, loan delivery, and investor activity.
  • Collaborate with internal departments including lock desk, operations, and accounting to ensure smooth transaction flow.

Requirements
  • Bachelor's degree in Finance, Economics, Business, Mathematics, or a related field.
  • Strong interest in capital markets, mortgage banking, or financial trading.
  • Strong analytical and quantitative skills.
  • 1+ years' experience in the finance, banking or mortgage field.
  • Advanced proficiency in Excel (pivot tables, formulas, data analysis preferred).
  • Excellent attention to detail and organizational skills.
  • Ability to work in a fast-paced, deadline-driven environment.
  • Strong communication and problem-solving abilities.

Why Join CAKE Mortgage?
  • Be part of a fast-growing company changing the game in Non-QM.
  • Competitive compensation and performance-based bonuses.
  • Collaborative and entrepreneurial culture.
  • Opportunities for career advancement and innovation.

Cake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment.
Salary Description
$26.45 to $31.25/hr.

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