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Equity Trading Assistant Jobs in Texas (NOW HIRING)

Visa

Analyst, Equity Administration

Austin, TX · On-site

$98K/yr

Process equity transactions such as grants, vesting, exercises, lapses, and cancellations, and ... trading activity. * Assist with SEC filings, 10b5-1 plans, stock ownership guideline compliance ...

Visa

Analyst, Equity Administration

Austin, TX

$98K/yr

Process equity transactions such as grants, vesting, exercises, lapses, and cancellations, and ... trading activity. * Assist with SEC filings, 10b5-1 plans, stock ownership guideline compliance ...

UTIMCO

Associate, Private Equity Funds

Austin, TX · On-site

Overall Responsibilities: * Assist in management of a portfolio of private investments including ... If you or someone in your household engages in extensive personal trading, please raise the issue ...

Level Four

Trading & Operations Associate

Dallas, TX · On-site

... experience * Assist with monthly and quarter-end reporting to support financial advisors and ... Must have prior experience in a financial services office/broker-dealer with knowledge of equity ...

Chase

Trading Services Associate

Plano, TX · On-site

$15.25 - $20.25/hr

... * Assist with operational support for bank loans and debt restructuring activity, as needed ... of cash and/or forfeitable equity, awarded in recognition of individual achievements and ...

ConocoPhillips

Intern, Trading Analytics 2027

Houston, TX · On-site

$14.25 - $19/hr

Commercial works closely with the regional business units to market ConocoPhillips equity ... • Assist in preparing market updates and ad hoc research summarizing supply/demand trends and ...

Cetera

Trader

Dallas, TX

The Trader supports the execution of mutual fund, equity, option, and fixed-income trades for both ... Assist advisors with investment product and trading inquiries. Monitor trading reports, margin ...

Cetera

Trader

Dallas, TX

The Trader supports the execution of mutual fund, equity, option, and fixed-income trades for both ... Assist advisors with investment product and trading inquiries. Monitor trading reports, margin ...

DISCO

Manager, Financial Reporting

Austin, TX · On-site

$101K - $137K/yr

Manage equity for the company within E*Trade. * Assist in managing the month-end close processes and the close schedule. * Assist with the preparation and/or review of balance sheet reconciliations ...

Cetera Financial Group, Inc.

Trader

Dallas, TX · On-site

$63K - $97K/yr

The Trader supports the execution of mutual fund, equity, option, and fixed-income trades for both ... • Assist advisors with investment product and trading inquiries. • Monitor trading reports ...

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Equity Trading Assistant information

What is an equity trading assistant?

An Equity Trading Assistant is a professional who supports equity traders in executing and managing stock trades on behalf of clients or the trading desk. They are responsible for tasks such as monitoring market activity, processing trade orders, maintaining trade records, and ensuring compliance with regulations. Equity Trading Assistants also coordinate with other departments, handle trade settlements, and may assist with client communications. This role requires strong analytical skills, attention to detail, and the ability to work in a fast-paced environment.

What are the typical daily responsibilities of an equity trading assistant and how do they support the trading desk?

An Equity Trading Assistant typically starts the day by preparing trading reports, monitoring market news, and checking system readiness. Throughout the day, they support traders by managing order flow, ensuring trades are accurately booked, and resolving any trade discrepancies. They also communicate with compliance, operations, and technology teams to address issues and ensure smooth trade settlements. This role requires strong attention to detail, multitasking, and effective communication skills, as assistants serve as a crucial link between traders and back-office functions.

What are the key skills and qualifications needed to thrive as an equity trading assistant, and why are they important?

To thrive as an Equity Trading Assistant, you need a strong background in finance or economics, analytical skills, and attention to detail, often supported by a relevant degree. Familiarity with trading platforms like Bloomberg Terminal, order management systems, and proficiency in Excel are typically required, and FINRA Series 7 or 63 certifications can be advantageous. Excellent communication, multitasking, and problem-solving abilities set standout candidates apart in this fast-paced environment. These skills and qualifications ensure efficient trade execution, risk management, and seamless support for traders in dynamic financial markets.

What is the difference between Equity Trading Assistant vs Equity Analyst?

AspectEquity Trading AssistantEquity Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related fieldRequires a bachelor's degree; often advanced degrees or certifications like CFA are preferred
Work EnvironmentFast-paced trading floors or financial firms, supporting tradersResearch-focused, analyzing market data and company fundamentals
Employer & Industry UsageUsed in investment banks, asset management firms, trading desksCommon in investment firms, research institutions, and asset managers

While both roles support investment activities, an Equity Trading Assistant primarily assists traders with execution and operational tasks, whereas an Equity Analyst conducts in-depth research and analysis to inform investment decisions.

What are the most commonly searched types of Equity Trading jobs in Texas?

The most popular types of Equity Trading jobs in Texas are:

What are popular job titles related to Equity Trading Assistant jobs in Texas?

For Equity Trading Assistant jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Equity Trading Assistant jobs in Texas look for?

The top searched job categories for Equity Trading Assistant jobs in Texas are:

What cities in Texas are hiring for Equity Trading Assistant jobs?

Cities in Texas with the most Equity Trading Assistant job openings:

Equity Trading Assistant jobs near you
Infographic showing various Equity Trading Assistant job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Analyst, Equity Administration

Visa

Austin, TX • On-site

$98K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Visa rating

8.6

Company rating: 8.6 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

5th of 21 rated payment service providers

Job description

About Us
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.
Join Visa and do work that matters - to you, to your community, and to the world. Progress starts with you.
Job Description
Overview:
Visa, Inc. is seeking a Stock Plan Analyst to join our Global Equity Program team, based in Austin, TX. This role is responsible for the day-to-day administration of Visa's global equity programs, including all aspects of equity recordkeeping, reporting, and reconciliation. The Stock Plan Analyst ensures the accuracy and integrity of all equity data within stock plan systems and works closely with employees and cross-functional partners to deliver a high-quality equity administration experience.
  • Administer and support multiple global equity plans, including Performance Stock, Restricted Stock, Stock Units, Non-Qualified Stock Options, and Employee Stock Purchase Plans (ESPP).
  • Process equity transactions such as grants, vesting, exercises, lapses, and cancellations, and support payroll and tax reporting related to equity events.
  • Maintain equity records across third-party stock plan administration platforms (experience with Bank of America/Merrill Employer Sponsor platform preferred).
  • Partner cross-functionally with Legal, Tax, Payroll, Accounting, Audit, Financial Reporting, and Human Resources.
  • Support insider trading compliance programs, including monitoring blackout periods and trading activity.
  • Assist with SEC filings, 10b5-1 plans, stock ownership guideline compliance, and Section 16 reporting (Forms 3, 4, and 5), including proxy-related disclosures.
  • Coordinate with transfer agents and third-party administrators to ensure timely settlement of trades and reconciliation of DWAC and transfer agent activity.
  • Maintain stock plan documentation in support of internal controls and SOX compliance.
  • Prepare and support employee communications related to equity compensation programs.
  • Respond to employee inquiries and coordinate with internal teams and external vendors to resolve issues effectively.
  • Identify opportunities to improve processes, controls, and employee experiences related to equity programs.
  • Perform other duties related to the administration and ongoing enhancement of the equity programs.

Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager.
Qualifications
Basic Qualifications:
  • 2 or more years of work experience with a bachelor's degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD).

Preferred Qualifications:
  • 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD).
  • Bachelor's degree in Business, Finance, Accounting, or a related field, or an advanced degree (e.g., MBA, JD, or similar).
  • Minimum 2 years of relevant work experience with a Bachelor's degree, or equivalent experience with an advanced degree.
  • Minimum 3 years of experience administering equity compensation programs at a public company.
  • Experience supporting global equity programs and multiple equity award types.
  • Proficiency in Microsoft Excel and PowerPoint.
  • Experience with HRIS platforms.
  • Strong organizational, analytical, and problem-solving skills with the ability to manage multiple priorities.
  • Customer-service mindset with excellent written, verbal, and iterpersonal communication skills.
  • Exceptionally detail-oriented, resourceful, and able to thrive in a fast-paced environment.
  • Demonstrated ability to identify and implement process improvements.
  • Certified Equity Professional (CEP) designation is a plus.

Information for US Applicants
For roles located in the US, the estimated salary range for this position is $98,700.00 to $ 153,200.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity.Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
Work Hours
Varies upon the needs of the department.
Travel Requirements
This position requires travel 5-10% of the time.
Mental/Physical Requirements
This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer
Qualified applicants will receive consideration for employment without regard to race, color religion, sex, national origin, sexual orientation, gender identity, disability or protect veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with the EEOC guidelines and applicable local law.

What Visa employees say

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Benefits

Hours and flexibility

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About Visa

Sourced by ZipRecruiter

Visa is a global leader in digital payments, facilitating over 215 billion transactions annually across more than 200 countries and territories. Our mission is to connect the world through an innovative, reliable, and secure payments network, empowering individuals, businesses, and economies to thrive. When you become a part of Visa, you join a purpose-driven culture that values growth, embraces diversity, and recognizes the significance of your contributions. We believe in creating inclusive economies that uplift everyone, everywhere. Your work at Visa will directly impact billions of people worldwide, enabling access to financial services and shaping the future of money movement.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

San Francisco, CA, US

Year founded

1958

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