POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the ... and trading functions, while also assisting with investment research initiatives, analytical ...
POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the ... and trading functions, while also assisting with investment research initiatives, analytical ...
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))
Mclean, VA ยท On-site
$72K - $120K/yr
The Operations Associate/Trader will play a central role in the firm's day-to-day trading ... Monitor trade settlements, corporate actions, and reconciliation issues. * Support portfolio ...
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))
Mclean, VA ยท On-site
$72K - $120K/yr
The Operations Associate/Trader will play a central role in the firm's day-to-day trading ... Monitor trade settlements, corporate actions, and reconciliation issues. * Support portfolio ...
Investment Operations Associate
Mclean, VA ยท On-site
POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the ... and trading functions, while also assisting with investment research initiatives, analytical ...
Investment Operations Associate
Mclean, VA ยท On-site
POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the ... and trading functions, while also assisting with investment research initiatives, analytical ...
Associate - Operations
Stafford, VA ยท On-site
A Day in The Life of a Warehouse Associate As a Warehouse Associate you will be responsible for ... Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 ...
Associate - Operations
Stafford, VA ยท On-site
A Day in The Life of a Warehouse Associate As a Warehouse Associate you will be responsible for ... Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 ...
Associate - Operations
Stafford, VA ยท On-site
A Day in The Life of a Warehouse Associate As a Warehouse Associate you will be responsible for ... Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 ...
Associate - Operations
Stafford, VA ยท On-site
A Day in The Life of a Warehouse Associate As a Warehouse Associate you will be responsible for ... Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 ...
Associate's degree preferred. * Minimum 2 years of experience in IT help desk or customer support ... International trade operations, import/export compliance, or customs processes; ability to ...
Associate's degree preferred. * Minimum 2 years of experience in IT help desk or customer support ... International trade operations, import/export compliance, or customs processes; ability to ...
Associate's degree preferred. * Minimum 2 years of experience in IT help desk or customer support ... International trade operations, import/export compliance, or customs processes; ability to ...
Associate's degree preferred. * Minimum 2 years of experience in IT help desk or customer support ... International trade operations, import/export compliance, or customs processes; ability to ...
Senior Associate, Trade Compliance
$63K - $117K/yr
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 ...
Senior Associate, Trade Compliance
$63K - $117K/yr
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 ...
Senior Associate, Trade Compliance
$63K - $117K/yr
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 ...
Senior Associate, Trade Compliance
$63K - $117K/yr
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 ...
CBP Technology Service Desk
Ashburn, VA ยท On-site
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 ...
CBP Technology Service Desk
Ashburn, VA ยท On-site
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 ...
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 ...
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 ...
Associate Portfolio Manager - Wealth Management
Richmond, VA ยท On-site
$66K - $76K/yr
About the Role As the Associate Portfolio Manager, you'll support the investment team throughout ... Execute daily, monthly, and annual trading operation processes including data integrity maintenance ...
Associate Portfolio Manager - Wealth Management
Richmond, VA ยท On-site
$66K - $76K/yr
About the Role As the Associate Portfolio Manager, you'll support the investment team throughout ... Execute daily, monthly, and annual trading operation processes including data integrity maintenance ...
TRADE SUPERVISOR
Blackstone, VA ยท On-site
Join a mission-driven team supporting critical federal operations and facilities infrastructure ... Summit Point Raceway Associates, INC. dba Summit Solutions Group is an Equal Opportunity Employer ...
New
TRADE SUPERVISOR
Blackstone, VA ยท On-site
Join a mission-driven team supporting critical federal operations and facilities infrastructure ... Summit Point Raceway Associates, INC. dba Summit Solutions Group is an Equal Opportunity Employer ...
New
Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote)
Rosslyn, VA ยท On-site +1
Not Required Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote) At ... With our three market leading businesses, world-class operations and investments in research and ...
Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote)
Rosslyn, VA ยท On-site +1
Not Required Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote) At ... With our three market leading businesses, world-class operations and investments in research and ...
Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote)
Arlington, VA ยท On-site +1
Not Required Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote) At ... With our three market leading businesses, world-class operations and investments in research and ...
Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote)
Arlington, VA ยท On-site +1
Not Required Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote) At ... With our three market leading businesses, world-class operations and investments in research and ...
Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote)
Arlington, VA ยท On-site +1
Not Required Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote) At ... With our three market leading businesses, world-class operations and investments in research and ...
Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote)
Arlington, VA ยท On-site +1
Not Required Associate Director and Counsel - Global Trade Investigations & Disclosures (Remote) At ... With our three market leading businesses, world-class operations and investments in research and ...
Team Leader, Design & Trade
Broadway, VA ยท On-site
Reporting to the Assistant Store Leader - Design & Trade, you drive the in-store customer ... associates on product knowledge, selling, customer service, operations, visual, policies and ...
Team Leader, Design & Trade
Broadway, VA ยท On-site
Reporting to the Assistant Store Leader - Design & Trade, you drive the in-store customer ... associates on product knowledge, selling, customer service, operations, visual, policies and ...
Team Leader, Design & Trade
Broadway, VA ยท On-site
Reporting to the Assistant Store Leader - Design & Trade, you drive the in-store customer ... associates on product knowledge, selling, customer service, operations, visual, policies and ...
Team Leader, Design & Trade
Broadway, VA ยท On-site
Reporting to the Assistant Store Leader - Design & Trade, you drive the in-store customer ... associates on product knowledge, selling, customer service, operations, visual, policies and ...
Our 2,000 associates across North and South America help customers-from power producers to food and ... This is a highly operational role focused on international shipment execution, import/export ...
Our 2,000 associates across North and South America help customers-from power producers to food and ... This is a highly operational role focused on international shipment execution, import/export ...
Our 2,000 associates across North and South America help customers-from power producers to food and ... This is a highly operational role focused on international shipment execution, import/export ...
Our 2,000 associates across North and South America help customers-from power producers to food and ... This is a highly operational role focused on international shipment execution, import/export ...
Trade Operations Associate information
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 8 days ago
Job description
POSITION SUMMARY
Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the Investment Management & Research (IMR) team in McLean, Virginia. This role focuses on investment data integrity, performance and cost basis reporting, and operational support across portfolio management and trading functions, while also assisting with investment research initiatives, analytical projects, and investment-related communications.
RESPONSIBILITIES
Maintain and audit investment data across portfolio accounting and reporting systems, with a focus on cost basis accuracy and reconciliation.
Support the firm’s GIPS® verification process through data preparation, validation, and auditor coordination.
Prepare investment analyses and materials for internal and client-facing use.
Coordinate fund manager due diligence processes, including meeting scheduling, documentation, and follow-up tracking.
Support Investment Policy Committee (IPC) meeting preparation, logistics, and materials.
Assist with departmental reporting and operational workflow management across IMR and Trading functions.
Assist in the drafting and reviewing of client-facing investment communications.
REQUIREMENTS
Bachelor’s degree with a strong academic record.
Strong interest in investment management and financial markets.
Progress toward CFA® designation preferred.
Ability to obtain the SIE, Series 7, and Series 66 (or equivalent) within six months of hire.
Advanced proficiency in Microsoft Excel; VBA experience preferred.
Familiarity with investment platforms and research tools such as Bloomberg, FactSet, Morningstar, or YCharts preferred.
Experience with Python, R, SQL, or other analytical tools is a plus.
Strong analytical, quantitative, and organizational skills.
High attention to detail and ability to manage multiple priorities effectively.
This position offers a hybrid schedule following successful completion of the introductory period.
ABOUT US
Cassaday & Company manages over $7.7 billion in assets for approximately 3200 households.
Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron’s, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.
CASSADAY & COMPANY BENEFITS PACKAGE
- Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
- 401(k) options
- Paid time off
- Telework options
- Health & Wellness Program, including:
- Monthly Wellness Allowance
- quarterly & annual employee wellness events
- Paid parking in covered garage, OR monthly public transit subsidy
- Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
- Company-sponsored employee appreciation events
About Cassaday & Company
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
McLean, VA, US
Year founded
1993