The Trading & Operations Specialist works within a collaborative team of experienced investment, operations, and client service professionals to support and enhance Clifford Swan’s delivery of investment management services to clients. As part of the Operations Team, the Trading & Operations Specialist reports to the Operations Manager. This role provides critical support to portfolio managers, with an emphasis on timely and accurate execution of trades, and quality and integrity of portfolio data.
Expected base salary for the role will generally be $65,000 – 80,000 per annum at the commencement of employment. However, base salary if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include other forms of compensation such as, discretionary bonuses, incentive packages, and firm-sponsored benefit programs.
All applications must include a resume and cover letter. Please send this information to Gretchen Lee via email at GLee@cliffordswan.com.
Clifford Swan Investment Counselors is an independent, 100% employee-owned registered investment advisor serving high-net-worth individuals, families, and not-for-profit organizations. With over $3.6 billion in assets under management and approximately 750 client relationships, Clifford Swan is committed to providing objective investment management and financial advice with personalized, responsive client service. Our longstanding success as a firm is rooted in our values, which prioritize putting our clients first and adhering to the highest ethical standards.