Trading Operations Associate

Job overview

The Trading Operations Associate role is onsite in Carmel, IN. Compensation is not specified; the posting describes it as competitive. The position is on Goelzer Investment Management’s Investment Management team. The associate executes and reconciles trades, resolves settlement and cash discrepancies, and supports compliance and portfolio operations. The role helps maintain accurate trading workflows and supports advisors and investment teams with analysis and operational needs.

What you'll do

• Organize and execute equity, mutual fund, and fixed-income trades under best-execution policies
• reconcile trades across custodians and accounts
• investigate trade breaks, failed settlements, and cash discrepancies
• coordinate with compliance
• support advisor performance and portfolio analysis requests
• reconcile outside custody accounts
• assist with trading software administration, compliance reporting, and trade-error reconciliation
• identify technology improvements.

What we're looking for

Skills & competencies

trading operations associate

investment management

trade execution

trade reconciliation

fixed income

mutual funds

equities

compliance

carmel in

goelzer investment management

full-time

series 65

portfolio analysis

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance, paid time off, profit sharing, 401(k), performance bonus, training and development, and advancement opportunities.

Why this role

Requires a bachelor’s degree in business, finance, or a related field. A Series 65 license is required within the first three months of employment.

About the employer

Goelzer Investment Management, Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.