Post Trade Processing - Manage the post trade process to ensure that trades executed by the Equity and Fixed Income traders are allocated and booked correctly by monitoring the Central Trade Manager ...
Post Trade Processing - Manage the post trade process to ensure that trades executed by the Equity and Fixed Income traders are allocated and booked correctly by monitoring the Central Trade Manager ...
Post Trade Processing - Manage the post trade process to ensure that trades executed by the Equity and Fixed Income traders are allocated and booked correctly by monitoring the Central Trade Manager ...
Post Trade Processing - Manage the post trade process to ensure that trades executed by the Equity and Fixed Income traders are allocated and booked correctly by monitoring the Central Trade Manager ...
Global Trade Compliance Leader
Toledo, OH · On-site
Lead the development and implementation of effective controls for high-impact processes, ensuring alignment with internal control frameworks. * Coordinate global and regional trade compliance risk ...
Global Trade Compliance Leader
Toledo, OH · On-site
Lead the development and implementation of effective controls for high-impact processes, ensuring alignment with internal control frameworks. * Coordinate global and regional trade compliance risk ...
Lead the development and implementation of effective controls for high-impact processes, ensuring alignment with internal control frameworks. * Coordinate global and regional trade compliance risk ...
Lead the development and implementation of effective controls for high-impact processes, ensuring alignment with internal control frameworks. * Coordinate global and regional trade compliance risk ...
... with trade-related support through a shared inbox Process and configure new accounts within internal systems Upload trade data into custodian systems Assist with daily trade processing during ...
... with trade-related support through a shared inbox Process and configure new accounts within internal systems Upload trade data into custodian systems Assist with daily trade processing during ...
This role shapes the strategic vision, market positioning, and execution excellence across post-trade processing, reconciliation, corporate actions, settlement, fund accounting, investment accounting ...
This role shapes the strategic vision, market positioning, and execution excellence across post-trade processing, reconciliation, corporate actions, settlement, fund accounting, investment accounting ...
Trade Compliance Specialist
Toledo, OH · On-site
This role blends trade acumen, data analytics, innovation, process design and cross-functional collaboration. At Owens Corning, we believe trade compliance is not just about meeting regulatory ...
Trade Compliance Specialist
Toledo, OH · On-site
This role blends trade acumen, data analytics, innovation, process design and cross-functional collaboration. At Owens Corning, we believe trade compliance is not just about meeting regulatory ...
Specialist, Trading Services
Akron, OH · On-site
$75K - $100K/yr
... process control. Responsibilities: • Coordinate the preparation, execution, and post-trade reconciliation of security transactions for both model-driven strategies and account-specific activity ...
Quick apply
Specialist, Trading Services
Akron, OH · On-site
$75K - $100K/yr
... process control. Responsibilities: • Coordinate the preparation, execution, and post-trade reconciliation of security transactions for both model-driven strategies and account-specific activity ...
Trade Compliance Specialist
Toledo, OH · On-site
This role blends trade acumen, data analytics, innovation, process design and cross-functional collaboration. At Owens Corning, we believe trade compliance is not just about meeting regulatory ...
Trade Compliance Specialist
Toledo, OH · On-site
This role blends trade acumen, data analytics, innovation, process design and cross-functional collaboration. At Owens Corning, we believe trade compliance is not just about meeting regulatory ...
Initiate and participate in Process Improvement Projects with the goal of reducing trade compliance risk for the company and making the department more efficient. Monitor the services of Customs ...
New
Initiate and participate in Process Improvement Projects with the goal of reducing trade compliance risk for the company and making the department more efficient. Monitor the services of Customs ...
New
Initiate and participate in Process Improvement Projects with the goal of reducing trade compliance risk for the company and making the department more efficient. Monitor the services of Customs ...
Initiate and participate in Process Improvement Projects with the goal of reducing trade compliance risk for the company and making the department more efficient. Monitor the services of Customs ...
Trade Settlements Specialist
Columbus, OH · On-site +1
$70K - $140K/yr
Fedwire processing, Equity Capital Markets settlement support, and Regulatory Trade Reporting. This role involves close coordination with internal teams, custodians, clearing firms, clients and ...
Trade Settlements Specialist
Columbus, OH · On-site +1
$70K - $140K/yr
Fedwire processing, Equity Capital Markets settlement support, and Regulatory Trade Reporting. This role involves close coordination with internal teams, custodians, clearing firms, clients and ...
Trade Settlements Specialist
Columbus, OH · On-site
Fedwire processing, Equity Capital Markets settlement support, and Regulatory Trade Reporting. This role involves close coordination with internal teams, custodians, clearing firms, clients and ...
Trade Settlements Specialist
Columbus, OH · On-site
Fedwire processing, Equity Capital Markets settlement support, and Regulatory Trade Reporting. This role involves close coordination with internal teams, custodians, clearing firms, clients and ...
Trade Settlements Specialist
Columbus, OH · On-site +1
Fedwire processing, Equity Capital Markets settlement support, and Regulatory Trade Reporting. This role involves close coordination with internal teams, custodians, clearing firms, clients and ...
Trade Settlements Specialist
Columbus, OH · On-site +1
Fedwire processing, Equity Capital Markets settlement support, and Regulatory Trade Reporting. This role involves close coordination with internal teams, custodians, clearing firms, clients and ...
Trade Operations Coordinator - Metals Recycling - Base Salary to 70k/year - Sandusky, OH
Sandusky, OH · Remote
Our client is an established leader in the metals recycling and commodity trading industry, specializing in the purchase, processing, and distribution of ferrous and non-ferrous metals. They are ...
Quick apply
Trade Operations Coordinator - Metals Recycling - Base Salary to 70k/year - Sandusky, OH
Sandusky, OH · Remote
Our client is an established leader in the metals recycling and commodity trading industry, specializing in the purchase, processing, and distribution of ferrous and non-ferrous metals. They are ...
Trade Operations Coordinator - Metals Recycling - Base Salary to 70k/year - Sandusky, OH
Sandusky, OH · Remote
Our client is an established leader in the metals recycling and commodity trading industry, specializing in the purchase, processing, and distribution of ferrous and non-ferrous metals. They are ...
Trade Operations Coordinator - Metals Recycling - Base Salary to 70k/year - Sandusky, OH
Sandusky, OH · Remote
Our client is an established leader in the metals recycling and commodity trading industry, specializing in the purchase, processing, and distribution of ferrous and non-ferrous metals. They are ...
Skilled Trades Recruiter (Salary + Commission)
Stow, OH · Remote
$80K/yr
... hiring process, and building lasting relationships with skilled professionals. Experience ... Conduct candidate interviews to evaluate trade knowledge, work history, technical skills, soft ...
Skilled Trades Recruiter (Salary + Commission)
Stow, OH · Remote
$80K/yr
... hiring process, and building lasting relationships with skilled professionals. Experience ... Conduct candidate interviews to evaluate trade knowledge, work history, technical skills, soft ...
This includes managing system updates, maintaining compliance, and driving accuracy across trade processes. The role requires close collaboration with CAM/DSM teams, Field Finance, and Account ...
This includes managing system updates, maintaining compliance, and driving accuracy across trade processes. The role requires close collaboration with CAM/DSM teams, Field Finance, and Account ...
This includes managing system updates, maintaining compliance, and driving accuracy across trade processes. The role requires close collaboration with CAM/DSM teams, Field Finance, and Account ...
This includes managing system updates, maintaining compliance, and driving accuracy across trade processes. The role requires close collaboration with CAM/DSM teams, Field Finance, and Account ...
This includes managing system updates, maintaining compliance, and driving accuracy across trade processes. The role requires close collaboration with CAM/DSM teams, Field Finance, and Account ...
This includes managing system updates, maintaining compliance, and driving accuracy across trade processes. The role requires close collaboration with CAM/DSM teams, Field Finance, and Account ...
Trade Processing information
What is Trade Processing?
Trade processing refers to the series of actions undertaken to complete a financial transaction after a trade has been executed. This includes trade confirmation, validation, settlement, and ensuring that all parties receive the correct securities and payments. Efficient trade processing is crucial to reduce settlement risk, ensure compliance, and maintain accurate records. The process is often supported by automated systems within investment banks, brokerages, and clearinghouses.
What are the key skills and qualifications needed to thrive in Trade Processing, and why are they important?
To thrive in Trade Processing, you need a solid understanding of financial instruments, trade lifecycle management, and relevant regulations, often supported by a degree in finance or related fields. Familiarity with trade management systems (such as Calypso, Murex, or Bloomberg), and certifications like CFA or relevant operations accreditations, are commonly required. Attention to detail, strong analytical skills, and effective communication are crucial soft skills for resolving discrepancies and ensuring accurate transaction handling. These competencies are vital to maintain operational integrity, mitigate risk, and ensure timely settlement of trades in fast-paced financial environments.
What is the difference between Trade Processing vs Trade Support?
| Aspect | Trade Processing | Trade Support |
|---|---|---|
| Primary Role | Executing and confirming trade settlements | Providing assistance and resolving issues related to trades |
| Credentials | Financial certifications, knowledge of trading systems | Financial knowledge, communication skills |
| Work Environment | Back-office, data entry, transaction verification | Client interaction, issue resolution, support desk |
| Industry Usage | Financial institutions, banks, asset managers | Financial institutions, brokerage firms |
Trade Processing focuses on executing and confirming trade settlements, ensuring transactions are completed accurately. Trade Support involves assisting clients and internal teams with trade-related issues, providing resolution and support. While both roles require financial knowledge, Trade Processing emphasizes transaction execution, whereas Trade Support centers on client service and problem-solving.
What are some common challenges faced in a Trade Processing role and how can they be managed effectively?
Trade Processing professionals often encounter challenges such as tight deadlines, high transaction volumes, and the need to ensure absolute accuracy in recording trades. Managing these challenges involves strong attention to detail, effective time management, and familiarity with relevant financial systems. Collaboration with traders, compliance teams, and back-office staff is also essential to resolve discrepancies quickly and maintain smooth settlement processes. Adopting best practices, such as regularly updating process checklists and leveraging automation tools, can greatly reduce errors and improve efficiency.
What are popular job titles related to Trade Processing jobs in Ohio? For Trade Processing jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Trade Processing jobs in Ohio look for? The top searched job categories for Trade Processing jobs in Ohio are:
Full-time
Posted 22 days ago
Job description
Job Title:
Operations Trading Associate
Date:
April 2026
Department
Operations
Reports To:
Equity Trading Manager
FLSA Classification:
Exempt
Summary / objective of position:
The Operations Trading Associate will primarily be responsible for managing the equity trading desk related to stock execution and mutual fund processing, post trade processing, security classification, and security setup. Associate will primarily work with outside brokers and custodians, along with the firm's Portfolio Management and Operations teams to ensure trades are executed and settled correctly in a timely manner. Operations Trading Associate will also assist the Equity Trading Manager and Operations Manager on special projects. The position presents a great opportunity to gain experience and knowledge at a growing and dynamic investment advisory firm.
Essential functions of position:
Equity Trading Desk - Manage the equity trading blotter within the Eze trading platform, by taking ownership, reviewing, merging, and placing orders, for various equity securities including stocks, ETFs, options, and preferred stocks, with the appropriate brokers in a timely and efficient manner. Monitor the limit blotter and execute orders when limits hit. Process daily mutual fund files with outside custodians. Review and apply daily account restrictions for trading purposes. Work with the firm's Portfolio Managers on trading related inquiries, special trading instructions, and resolving any trade issues in a timely manner.
Post Trade Processing - Manage the post trade process to ensure that trades executed by the Equity and Fixed Income traders are allocated and booked correctly by monitoring the Central Trade Manager (CTM) blotter, affirming DTC confirms in the Trade Suite system, keeping the ALERT system up-to-date with current delivery instructions, and work as a liaison between brokers and custodians to resolve settlement issues.
Other Responsibilities - Include security setups, sector classifications, managing trading compliance alerts, end-of-day allocations, pricing securities, work on internal Help Desk tickets and other responsibilities assigned by the Equity Trading Manager.
Associate will be expected to work within a team-based environment, where duties and responsibilities alternate with another team member on regular basis to keep each associate's skills up-to-date and give adequate coverage when a member is out.
Preferred education and experience
Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Operations Trading Associate
Date:
April 2026
Department
Operations
Reports To:
Equity Trading Manager
FLSA Classification:
Exempt
Summary / objective of position:
The Operations Trading Associate will primarily be responsible for managing the equity trading desk related to stock execution and mutual fund processing, post trade processing, security classification, and security setup. Associate will primarily work with outside brokers and custodians, along with the firm's Portfolio Management and Operations teams to ensure trades are executed and settled correctly in a timely manner. Operations Trading Associate will also assist the Equity Trading Manager and Operations Manager on special projects. The position presents a great opportunity to gain experience and knowledge at a growing and dynamic investment advisory firm.
Essential functions of position:
Equity Trading Desk - Manage the equity trading blotter within the Eze trading platform, by taking ownership, reviewing, merging, and placing orders, for various equity securities including stocks, ETFs, options, and preferred stocks, with the appropriate brokers in a timely and efficient manner. Monitor the limit blotter and execute orders when limits hit. Process daily mutual fund files with outside custodians. Review and apply daily account restrictions for trading purposes. Work with the firm's Portfolio Managers on trading related inquiries, special trading instructions, and resolving any trade issues in a timely manner.
Post Trade Processing - Manage the post trade process to ensure that trades executed by the Equity and Fixed Income traders are allocated and booked correctly by monitoring the Central Trade Manager (CTM) blotter, affirming DTC confirms in the Trade Suite system, keeping the ALERT system up-to-date with current delivery instructions, and work as a liaison between brokers and custodians to resolve settlement issues.
Other Responsibilities - Include security setups, sector classifications, managing trading compliance alerts, end-of-day allocations, pricing securities, work on internal Help Desk tickets and other responsibilities assigned by the Equity Trading Manager.
Associate will be expected to work within a team-based environment, where duties and responsibilities alternate with another team member on regular basis to keep each associate's skills up-to-date and give adequate coverage when a member is out.
Preferred education and experience
- Preferred Financial Services Operations experience
- Working knowledge of general security investments and experience, Series 6 or 7 a plus
- Highly organized with the ability to prioritize and multi-task procedures timely and efficiently
- High level of attention to detail, accuracy, and client service
- Strong communication skills, both written and oral
- Willing to learn and navigate between multiple systems and platforms
- Business working knowledge of Excel and Word
- Willing to accept new responsibilities
- Responsible, motivated, self-starter independent thinker and works effectively with others in a professional manner
- Strong problem-solving skills
- Ability to work in a fast paced environment
- Experience with DTCC Applications, Bloomberg, SalesForce, and Advent a plus
Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
About Johnson Investment Counsel
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Cincinnati, OH, US
Year founded
1965