Trading Assistant

About the Role

The Trading Assistant will play a critical role in providing administrative and operational support to the Disciplined Alpha credit trading desk. This is an exciting opportunity to join a growing product team with over $20 bn in AUM.  This is a position with advancement potential for a high performer. 

The DA team follows a hybrid work schedule with 3 set days WFO and 2 set days WFH.

Job Responsibilities

• Trade processing; including data entry, new security setup, account allocation, compliance monitoring, and resolving operational/settlement issues with both internal and external counterparts
• Mastery and frequent use of various risk, accounting, and trade order management systems
• Be a major conduit of information on the trading desk.
• Relay information to/from trading counterparties.
• Communicate with DA team and Street sales coverage to track new issue orders and allocations.
• Interacting with various firm systems and making suggestions for process improvements.
• Problem prevention – understanding potential risk areas and preventing trade or operational errors.
• Participate in and help prepare materials for investment team meetings. 
• Assist PMs with being an additional Loomis Sayles research liaison.
• Track spreads and build relative value tools.

Qualifications & Education Requirements

• Bachelor’s degree in finance, Economics, Math, Computer Science preferred required
• 1-3 years’ experience on a trading desk or operations ideal
• Strong Excel skills and the ability to learn new systems is required. Coding (Python or Matlab) experience is a plus.
• Solid math and quantitative skills.
• Can fluidly prioritize competing demands for time and attention.  Unflappable.
• Ability to work independently and demonstrate a high level of self-management.
• Keen attention to detail and highly organized
• Financial markets experience, specifically Fixed Income, is a significant plus