Securities Lending Trader
$131K - $197K/yr
... investment products, securities regulations, trading, operations, custody, banking systems. • ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
$131K - $197K/yr
... investment products, securities regulations, trading, operations, custody, banking systems. • ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
$131K - $197K/yr
... investment products, securities regulations, trading, operations, custody, banking systems. • ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
$131K - $197K/yr
... investment products, securities regulations, trading, operations, custody, banking systems ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
$131K - $197K/yr
... investment products, securities regulations, trading, operations, custody, banking systems ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Reno, NV · On-site
$34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Reno, NV · On-site
$34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Reno, NV · On-site
$28 - $34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Reno, NV · On-site
$28 - $34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Cold Springs, NV · On-site
$34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Cold Springs, NV · On-site
$34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Carson City, NV · On-site
$34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Carson City, NV · On-site
$34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Reno, NV · On-site
$28 - $34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Reno, NV · On-site
$28 - $34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
$28 - $34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
$28 - $34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Spanish Springs, NV · On-site
$34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Spanish Springs, NV · On-site
$34/hr
... our operations in Reno! Go-getters wanted! Looking to join a top-tier team? Join Uline as a ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...
Reno, NV · On-site
$23.50/hr
As an Employer of Choice, ID Logistics invests in you by providing a comprehensive benefits program ... operations and equipment in a manner that promotes safety and report unsafe conditions that can't ...
Reno, NV · On-site
$23.50/hr
As an Employer of Choice, ID Logistics invests in you by providing a comprehensive benefits program ... operations and equipment in a manner that promotes safety and report unsafe conditions that can't ...
Incline Village, NV · On-site
$131K/yr
... investment products, securities regulations, trading, operations, custody, banking systems. • ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Incline Village, NV · On-site
$131K/yr
... investment products, securities regulations, trading, operations, custody, banking systems. • ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
$15.25 - $17.50/hr
... its operations and reputation and is necessary to protect the safety of the Company's customers ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
$15.25 - $17.50/hr
... its operations and reputation and is necessary to protect the safety of the Company's customers ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
Reno, NV · On-site
$18/hr
... its operations and reputation and is necessary to protect the safety of the Company's customers ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
Reno, NV · On-site
$18/hr
... its operations and reputation and is necessary to protect the safety of the Company's customers ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
$15.50 - $18/hr
... its operations and reputation and is necessary to protect the safety of the Company's customers ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
$15.50 - $18/hr
... its operations and reputation and is necessary to protect the safety of the Company's customers ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
Sparks, NV · On-site
$18.50/hr
... its operations and reputation and is necessary to protect the safety of the Company's customers ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
Sparks, NV · On-site
$18.50/hr
... its operations and reputation and is necessary to protect the safety of the Company's customers ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
Sparks, NV · On-site
$15.25 - $17.75/hr
Join Gingham Nation, where we invest in our associates through fair pay, benefits, and development ... Strive to Achieve Operational Excellence * Deliver Business Results Benefits Bath & Body Works ...
Sparks, NV · On-site
$15.25 - $17.75/hr
Join Gingham Nation, where we invest in our associates through fair pay, benefits, and development ... Strive to Achieve Operational Excellence * Deliver Business Results Benefits Bath & Body Works ...
$21.9K - $39.3K
4% of jobs
$39.3K - $56.7K
14% of jobs
$60.6K is the 25th percentile. Wages below this are outliers.
$56.7K - $74K
32% of jobs
The median wage is $74.5K / yr.
$74K - $91.4K
18% of jobs
$91.4K - $108.7K
7% of jobs
$109.1K is the 75th percentile. Wages above this are outliers.
$108.7K - $126.1K
12% of jobs
$126.1K - $143.4K
9% of jobs
$143.4K - $160.8K
4% of jobs
$160.8K - $178.2K
0% of jobs
$178.2K - $195.5K
0% of jobs
$195.5K - $212.9K
0% of jobs
$21.9K
$96.8K
$212.9K
An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.
To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.
As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.
$131K - $197K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 26 days ago
8.2
Based on 21 frontline employees who took The Breakroom Quiz
The Securities Lending Trader assists multiple clients, internal and external, including PCG Financial Advisor(s), various internal trading desks, Hedge Funds and Counterparties. The Securities Lending Trader is responsible for the opening, management, and closing of both long and short positions of all types of securities via Reg T margin financing, Repo financing, Securities Lending, Fully Paid Lending and Reg U. This position requires strong knowledge and experience across all products, account types and related systems.
• Perform lending, borrowing, short sale authorization functions related to servicing internal and external client accounts; Financial Advisors, Internal trading groups, Hedge Funds, Counterparties, etc.
• Work with customers daily through setting rates, structuring loans, borrows, Repo financing and Reverse Repo transactions to provide liquidity, settlement and optimization of the existing positions.
• Work with Financial Advisors managing all aspects of a Fully Paid Securities Lending program.
• Organize and assist in the maintenance of client accounts and trades, related records for the all internal and external customers.
• Perform operational functions for client related requests.
• Provide reports and other information to management, as requested.
• Knowledge of the Securities Lending, REPO and Rates, Structured Credit markets, including but not limited to: procedures, regulations, best practices, markets and related systems, ECNs, exchanges, and relationships, etc.
• Strong understanding of the investment brokerage industry, investment products, securities regulations, trading, operations, custody, banking systems.
• Excellent communications skills, grammar, professional phone/office etiquette and practical problem solving skills.
• Strong focus on providing exemplary client service.
• Minimum Required: Bachelor's degree in Finance or related field, or equivalent work experience.
• Minimum Required: 10+ years related industry experience.
• Minimum Required: Series 7.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
• Experience with the following software: BETA, DTCC, FIS, Bloomberg Terminal.#LI-JK1
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Sourced by ZipRecruiter
Commercial banking
201 - 500 Employees
Saint Louis, MO, US
2007