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Trade Operations Associate Jobs in Concord, CA (NOW HIRING)

Compliance Operations Associate

Berkeley, CA ยท On-site

$100K - $105K/yr

As the Compliance Operations Associate, you will work on the investment advisory compliance program ... You will have broad exposure to the firm's trading, operations, and research groups, handle issues ...

Facilities Maintenance Operations Associate Pay $ 30 hr. DOE Location: Berkeley CA 3 + Months A ... Trades skills are a plus Belcan is an equal opportunity employer. Your application and candidacy ...

Facilities Maintenance Operations Associate Pay $ 30 hr. DOE Location: Berkeley CA 3 + Months A ... Trades skills are a plus Belcan is an equal opportunity employer. Your application and candidacy ...

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Executive Operations Associate New New Foods Inc. (CAcafe) About Us New New Foods Inc. is a growing ... Trade shows and industry events * Retail opportunities * New products and market trends

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Executive Operations Associate New New Foods Inc. (CAcafe) About Us New New Foods Inc. is a growing ... Trade shows and industry events * Retail opportunities * New products and market trends

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Trade Operations Associate information

See Concord, CA salary details

$12

$28

$58

How much do trade operations associate jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for trade operations associate in Concord, CA is $28.80, according to ZipRecruiter salary data. Most workers in this role earn between $19.52 and $33.22 per hour, depending on experience, location, and employer.

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 job categories do people searching Trade Operations Associate jobs in Concord, CA look for? The top searched job categories for Trade Operations Associate jobs in Concord, CA are:
What cities near Concord, CA are hiring for Trade Operations Associate jobs? Cities near Concord, CA with the most Trade Operations Associate job openings:
Infographic showing various Trade Operations Associate job openings in Concord, CA as of July 2026, with employment types broken down into 1% As Needed, 65% Full Time, 32% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $59,898 per year, or $28.8 per hour.

Investment Operations Senior Associate - Middle Office

Regal Executive Search

San Francisco, CA โ€ข On-site

Full-time

Re-posted 4 days ago


Job description


Senior Associate, Middle Office Operations
Overview
Senior Associate role contributes to the daily trade operations support of portfolio strategies. Daily trade operations responsibilities include data delivery to custodian banks, communication with traders and brokers for settlement issues and monitoring unsettled trades. Knowledge of the daily valuation process is necessary to work with sub administrators on corporate actions and portfolio reconciliation items. Additional reoccurring duties involve creation, analysis and reporting of portfolio data to internal and external sources, maintaining short term investments and working with the Fund Operations team on large projects such as new account openings, shareholder reporting and annual audits. Taking the lead on projects, resolving data issues, and working with others across departments are common tasks for this position.
This position is based in our San Francisco, CA office with a hybrid model of 3 days/week in-office and 2 days/week remote.
Summary of Key Responsibilities
  • Performing daily trade operations functions including accurately transmitting trade data instructions to custodian banks and sub administrators, working in collaboration with brokers and custodian banks to resolve settlement issues, reviewing corporate actions for mutual fund and separately managed account portfolios, setting up new securities and monitoring trades through settlement.
  • Calculation, analysis, and review of funds and/or separate account performance, synthetic performance, and composite performance.
  • Preparing, analyzing, and reporting; holdings, attribution, risk statistics and portfolio characteristics data for internal consumption and external reporting.
  • Interfacing with service providers and sub administrators. Participating in reoccurring calls and system upgrades.
  • Maintaining short-term investments. Working with custodian and sub administrator on set up and safekeeping.
  • Working with a multi-department team to onboard new separate accounts and launch products. Attending meetings, preparing paperwork, providing necessary data, and ensuring functionality with external parties.
  • Contributing to internal and external audits as well as other ad hoc tasks and special projects.

Experience, Skills, and Knowledge
  • 5+ years of experience in a similar middle office role or a role in fund accounting or administration.
  • Knowledge of equity, international and fixed income assets, trade settlements, portfolio analytics, financial reporting and performance and attribution calculations.
  • Strong analytical, organizational, written and communication skills.
  • Able to prioritize tasks and work under pressure when meeting daily deadlines.
  • Highly organized, detail-oriented, flexible, reliable, and proactive.
  • Effective at working both as an individual and in a team-oriented environment.
  • Proficiency with the latest computer technology, particularly Microsoft Excel.
  • Experience with trade operations, trade order management systems, such as Charles River, portfolio analytics systems, such as FactSet or Bloomberg, and GIPS performance calculations and verifications.

Education
  • Bachelor's Degree required in business, finance, or accounting field.

Meet Your Recruiter
Tim Bramley