Job Description

We are seeking an energetic and proactive Trading Assistant to support Constellation Investments Inc. You will be working directly with Portfolio Managers managing various asset classes. The ideal candidate will demonstrate exceptional attention to detail, strong communication skills, and the ability to collaborate effectively across multiple departments, including Investments, Fund Compliance, Legal, and Finance. In this role, you will support the trading team by assisting with trade execution, portfolio monitoring, and risk analysis. You will also play a key role in ensuring smooth communication and coordination across teams to meet business needs. This position provides an excellent opportunity to work alongside a highly skilled investment team, gain valuable experience in the investment industry, and contribute to the company's continued success. Your role and impact Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Trading Assistant: Trade Execution Support: Prepare trade tickets, assist in trade entry, validation, and execution across various asset classes, ensuring accuracy and timeliness. Pre- & Post-Trade Compliance : Work closely with compliance and risk teams to ensure trades align with investment policies, and internal guidelines. Trade Settlement & Reconciliation: Coordinate with custodians, brokers, and internal teams to ensure seamless settlement of trades and resolve discrepancies. Support the funding process for new and ongoing investments in the portfolio by reviewing funding memos, preparing trade tickets, and ensuring funding requests are executed accurately. Portfolio Monitoring & Reporting: Support portfolio managers by preparing and updating daily trade blotters, monitoring cash flows, and reconciling positions across investment accounts. Monitor notices from administrative agents to facilitate timely fund transfers and assist credit analysts with portfolio monitoring tasks, including coordinating with rating agencies, investment partners, and trustees. Maintain and update the loan database while ensuring compliance with investment guidelines. Communication & Coordination: Act as a liaison between traders, portfolio managers, operations, and compliance teams to ensure smooth workflow and trade execution. System & Process Management : Work with internal investment systems (e.g. Bloomberg, Aladdin, or other platforms) to input and verify trades, maintain data integrity, and improve efficiency. What's in it for you Competitive pay: Fair compensation for your hard work. Healthcare coverage: Comprehensive medical, dental, and vision from day one. Life insurance: Company-paid coverage for you and your loved ones. 401(k) plan: Matching contributions to help secure your financial future. Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses. Work-life balance : Flexible time-off policy to recharge and pursue passions. Dress for your day: Express your style comfortably at work. Inclusion and Culture: A respectful environment that values unique contributions. Well-being focus: Programs to support a healthy balance between work and home life. Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth. We're passionate about fostering an inclusive environment where everyone can thrive. Even if you don't meet every requirement, we encourage you to apply-- your unique skills and experiences might make you the perfect fit for this role or another opportunity within our company. What sets you up for success Education: Bachelor's degree in Finance, Economics, Accounting, or a related field. Experience: 0-3 years in trading support, investment operations, asset management, or a related role. This is an entry level position but experienced candidates are encouraged to apply. Technical Skills: Comfortable with Excel. Familiarity with trading platforms (e.g., Bloomberg, Aladdin) and investment reporting tools is desirable. Attention to Detail: Strong analytical skills and ability to ensure trade accuracy and compliance. Sense of Urgency: Being a proactive self-starter with the ability to prioritize and manage request multiple requests efficiently. Communication & Teamwork: Ability to work collaboratively across investment, operations, and compliance teams. Ohio National Financial Services

Job Tags

Similar Jobs