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Trade Operations Associate Jobs in Virginia (NOW HIRING)

WESCO International

Yard Operations Associate

Aldie, VA · On-site

$14.75 - $19.50/hr

We are hiring immediately for a Yard Operations Associate! We will teach you about distribution and ... Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 ...

Wesco

Yard Operations Associate

Aldie, VA

$14.75 - $19.50/hr

We are hiring immediately for a Yard Operations Associate! We will teach you about distribution and ... Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 ...

Wesco

Associate - Yard Operations

Virginia Beach, VA · On-site

$13.50 - $17.75/hr

We are hiring immediately for a Yard Operations Associate! We will teach you about distribution and ... Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 ...

L3HHCM20

Senior Associate, Trade Compliance

Herndon, VA

$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 ...

New

Ceritypartners

Senior Associate Compliance

Norfolk, VA · On-site

$70K - $130K/yr

The Senior Associate will assist the Chief Compliance Officer and team with oversight of the Firm's compliance program and collaborate closely with investment, trading, operations, legal and finance ...

Aretec Inc

CBP Technology Service Desk

Ashburn, VA · 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 ...

Aretec Inc

CBP Technology Service Desk

Ashburn, VA

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 ...

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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 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.
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What cities in Virginia are hiring for Trade Operations Associate jobs? Cities in Virginia with the most Trade Operations Associate job openings:
Trade Operations Associate jobs near you
Investment Operations Associate

Investment Operations Associate

Cassaday & Company

Mclean, VA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 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

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