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Trade Operations Associate Jobs in Virginia (NOW HIRING)

Employees work 9 out of every 14 days - totaling 80 hours worked - and have every other Friday off The Sr Assoc, Trade Compliance supports the organization's import/export operations, compliance, and ...

Support CBP's external mission partners and national trade operations. * Gain experience supporting enterprise-scale federal and trade-facing systems. * Work in a high-impact, customer-facing ...

Operations - Senior Engineer

Richmond, VA · On-site

$99K - $135K/yr

Our structured career development program empowers associates to grow quickly into expanded roles ... Manage onsite trade activities, including coordination of materials from design and fabrication ...

Operations - Senior Engineer

Ashburn, VA · On-site

$102K - $139K/yr

Our structured career development program empowers associates to grow quickly into expanded roles ... Manage onsite trade activities, including coordination of materials from design and fabrication ...

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Trade Operations Associate information

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

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 does a trading operations associate do?

A trading operations associate is responsible for supporting the execution and settlement of trades, ensuring compliance with regulations, and maintaining accurate records. They often work with trading platforms, financial data, and may use tools like Excel or trading software to monitor transactions and resolve issues promptly.

Is trade operations a good career?

Trade operations is a viable career that involves managing the processing of international transactions, ensuring compliance, and coordinating logistics. It often requires strong organizational skills, attention to detail, and familiarity with trade regulations and software tools. The role can offer stable employment and opportunities for advancement in finance, logistics, or supply chain fields.

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 is the role of an operations associate?

A Trade Operations Associate is responsible for supporting the execution and processing of trade transactions, ensuring compliance with regulations, and maintaining accurate records. They often work with trading platforms, perform data analysis, and coordinate between different departments to facilitate smooth operations in financial or trading environments.

What trade makes $100,000 a year?

In trade-related roles, positions such as experienced electricians, plumbers, or HVAC technicians can earn $100,000 or more annually, especially with specialized skills, certifications, and overtime. These trades often require apprenticeships, technical training, and a strong understanding of safety standards and tools.
What are popular job titles related to Trade Operations Associate jobs in Virginia? For Trade Operations Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Trade Operations Associate jobs in Virginia look for? The top searched job categories for Trade Operations Associate jobs in Virginia are:
What cities in Virginia are hiring for Trade Operations Associate jobs? Cities in Virginia with the most Trade Operations Associate job openings:
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Atlantic Union Bank

Mclean, VA • On-site

$72K - $120K/yr

Full-time

Re-posted 21 days ago


Atlantic Union Bank rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

103rd of 149 rated banks


Job description

The Operations Associate/Trader will play a central role in the firm's day-to-day trading, portfolio operations, and technology workflows. This individual will serve as the primary equity trader and work closely with the Senior Fixed Income Manager on multi-asset execution. The role also partners with the Director of Operations & Technology on systems management, audits, process improvement, and firmwide operational initiatives.
Position Accountabilities
Trading & Portfolio Operations
  • Serve as the primary equity trader for the firm, executing trades accurately and efficiently across client accounts.
  • Coordinate with the Senior Fixed Income Manager on fixed income execution, allocations, and trade workflows.
  • Monitor trade settlements, corporate actions, and reconciliation issues.
  • Support portfolio rebalancing, cash management, and model maintenance.
  • Ensure all trading activity adheres to firm policies, client guidelines, and regulatory requirements.

Technology & Systems
  • Utilize Envestnet Tamarac (or similar portfolio management/trading systems) for trading, reporting, and workflow management.
  • Maintain and enhance CRM processes within Salesforce.
  • Assist with system integrations, data hygiene, and technology optimization across the firm.
  • Collaborate with the Director of Operations & Technology on system upgrades, vendor relationships, and process automation.

Process Improvement & Firmwide Support
  • Participate in ongoing operational projects to improve efficiency, accuracy, and scalability.
  • Assist with internal controls, workflow documentation, and operational risk management.
  • Support periodic audits, compliance reviews, and documentation requests.
  • Provide general support to the operations, portfolio management and client service teams as needed.

Organizational Relationship
This position reports to: The Director of Operations and Technology
Position Qualifications
Education & Experience
  • Bachelor's degree in finance, economics, business, or a related field.
  • 2+ years of experience in the RIA, wealth management, or asset management industry.
  • Hands-on experience with Envestnet Tamarac, Tamarac Trading, or a comparable portfolio management/trading platform.
  • Familiarity with Salesforce CRM
  • Experience working with Schwab and Fidelity custodial platforms.
  • Experience with process automation or operational technology improvements.

Knowledge & Skills
  • Understanding of trading workflows, settlements, and portfolio operations.
  • Advanced proficiency with Microsoft Office Suite, with a strong emphasis on Excel (complex formulas, pivot tables, data manipulation, and workflow optimization).
  • Series 65 license highly desired. A CFP®, CFA®, CPA or similar designation is strongly preferred, or working toward one.
  • Experience with process automation or operational technology improvements.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Excellent communication skills and a collaborative mindset.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $72,052--$120,179 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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