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Trade Operations Associate Jobs in Iowa (NOW HIRING)

CBI Bank & Trust

Trust Operations Associate

Muscatine, IA · On-site

$20 - $23/hr

Trust Operations Associate Muscatine, IA Description * Responsible for securities processing ... Settles trades and posts income. * Assists in preparation of TIC and TC reports. * Prepares monthly ...

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Trade Operations Associate information

What does a Trade Operations Associate do?

A Trade Operations Associate is responsible for supporting the daily operations of trade processing within financial institutions. Their tasks typically include confirming, settling, and reconciling trades, maintaining accurate records, and ensuring compliance with regulations. They work closely with traders, clients, and other departments to resolve discrepancies and facilitate smooth trade execution. Attention to detail and knowledge of financial products are essential in this role.

What are the key skills and qualifications needed to thrive as a Trade Operations Associate?

To thrive as a Trade Operations Associate, you need a solid understanding of financial markets, trade processing, and settlement procedures, often supported by a degree in finance, business, or a related field. Familiarity with financial software such as Bloomberg, SWIFT, and trade management systems, as well as knowledge of relevant regulations, is typically required. Strong attention to detail, problem-solving skills, and effective communication are vital soft skills for ensuring accuracy and collaborating with stakeholders. These skills and qualities are crucial for minimizing operational risk, meeting regulatory requirements, and ensuring smooth, error-free trade execution.

What are some common challenges Trade Operations Associates face when managing post-trade processes?

Trade Operations Associates often encounter challenges such as resolving trade discrepancies, ensuring timely settlement, and adapting to evolving regulatory requirements. Working in a fast-paced environment, they must be detail-oriented to prevent costly errors and communicate effectively with traders, custodians, and counterparties to resolve issues quickly. Staying organized and proactive is key to managing multiple tasks while maintaining accuracy and compliance throughout the trade lifecycle.

What are the most commonly searched types of Trade Operations jobs in Iowa?

The most popular types of Trade Operations jobs in Iowa are:

What are popular job titles related to Trade Operations Associate jobs in Iowa?

For Trade Operations Associate jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Trade Operations Associate jobs in Iowa look for?

The top searched job categories for Trade Operations Associate jobs in Iowa are:

What cities in Iowa are hiring for Trade Operations Associate jobs?

Cities in Iowa with the most Trade Operations Associate job openings:

Trade Operations Associate jobs near you

Investment Operations Associate-West Des Moines

RK Partners

Clive, IA • On-site

Full-time

Re-posted 16 days ago

Job description

Senior Investment Operations Associate 

A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management, alternatives administration, and operational workflows that drive exceptional client outcomes.

This role is ideal for someone who is detailoriented, processdriven, and experienced in investment operations within a fastpaced advisory environment.

Key Responsibilities

  • Execute trades accurately and in alignment with models, client objectives, and compliance standards
  • Manage daily portfolio activities including cash positioning, liquidity needs, and routine adjustments
  • Process and track alternative investment documentation and ensure compliance
  • Oversee account administration including transfers, funding, paperwork, and Envestnet maintenance
  • Identify and escalate operational issues, risks, or exceptions
  • Maintain workflow discipline, refine processes, and support operational scalability
  • Ensure data integrity across investment systems and assist with platform updates
  • Prepare investment reports and materials for advisor and client review

Qualifications

  • 3-5+ years of experience in Financial Services or Investment Operations
  • Bachelor's degree in finance, economics, accounting, financial planning, or related field
  • FINRA Series 6 or 7 and Series 63 (required or obtainable within 6 months)
  • Experience with Envestnet and custodial platforms strongly preferred
  • Proven accuracy in trading, cash movements, portfolio maintenance, and account administration
  • Strong judgment, ownership mentality, and ability to escalate appropriately
  • Excellent communication, organization, and prioritization skills

Key Characteristics

  • High attention to detail and integrity
  • Processoriented with disciplined execution
  • Comfortable in a fastpaced environment
  • Collaborative, professional, and maintains confidentiality

Apply