Exciting Opportunity for a Recent College Graduate to Launch Your Career!
Belle Haven Investments, based in Rye Brook, NY, is seeking a motivated, detail-oriented recent college graduate to join our team as a Trading Operations Associate. This is a fantastic opportunity for someone eager to start their career in the finance industry, with strong communication skills, a passion for learning, and a humble attitude toward taking on a range of responsibilities.
As a key member of the Trading Operations Team, you will play a vital role in supporting critical daily trade processes, data management, and client reporting. This position offers the chance to gain hands-on experience in the full trading and settlement life cycle with a focus on fixed income securities, while learning about the regulatory and operational intricacies that drive the industry.
What We’re Looking For: We’re seeking a candidate who is highly organized, detail-oriented, and has strong communication skills. The ideal candidate thrives in a fast-paced, dynamic environment, loves tackling challenges, and is comfortable working with multiple priorities at once. A collaborative mindset and a desire to contribute to an innovative and supportive team culture are essential for success in this role. While a background in fixed income securities is a plus, a strong interest in learning about this asset class is key.
Key Responsibilities:
- Process trade and order entries for fixed income securities, ensuring compliance with internal policies and regulations..
- Manage regulatory trade reporting for fixed income products via TRACE and MSRB.
- Address operational inquiries and resolve issues promptly.
- Investigate trade discrepancies, collaborating with brokers and custodians to ensure proper settlement.
- Develop a comprehensive understanding of the trading and settlement life cycle for fixed income securities.
- Maintain effective relationships with internal teams including Portfolio Managers, Traders, and Compliance.
- Escalate trade issues to the appropriate internal teams when necessary.
- Support team efforts for ad hoc projects and requests.
- Run daily trade reconciliation reports to ensure accuracy of trade reporting and the Firm's books and records.
What You Bring:
- A Bachelor’s Degree, preferably in a business or finance-related field.
- Strong interpersonal skills and the ability to work collaboratively in a team environment.
- Proficiency in Microsoft Office, especially Excel.
- Exceptional attention to detail and strong analytical skills.
- Excellent communication and organizational skills with a proactive and accountable approach.
- Strong time management skills with the ability to prioritize and meet deadlines.
- A passion for learning and adapting to new challenges.
- Ability to thrive in a fast-paced, deadline-driven environment.
- SIE, Series 7 and 66 licenses preferred, or will need to obtain within the first year of employment,
About Belle Haven Investments: Located in Westchester County, NY, Belle Haven Investments is an independent, boutique fixed-income asset manager. Since 2002, we have specialized in building separately managed taxable and tax-exempt fixed-income portfolios for a diverse range of clients, including institutional investors, consultants, and high-net-worth individuals. Our commitment to excellence has allowed us to grow to over $20 billion in assets under management, with a focus on delivering award-winning strategies, unparalleled service, and long-term partnerships.
