Trading Desk Specialist (buy-side)

PB Search ·www.pbsearch.com

Location Stamford, Connecticut, United States
Salary USD 150,000 - 175,000 / year
Type Full time
Level Mid
Source Shazamme
Finance Accepting Candidates
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Trading Desk Specialist (buy-side)

Join a small tight knit investment team as a Trading Desk / Operations Specialist. In this pivotal mid-level role, you will be at the heart of our asset management operations, ensuring seamless trade execution, precise portfolio monitoring, and operational excellence.

If you thrive in a fast-paced environment, possess a keen eye for detail, and have proven experience supporting buy-side trading activities across multiple asset classes (focused on US equity markets), this is your opportunity to make a meaningful impact within a respected firm.

Your expertise in managing trade workflows and strong technical proficiency will support our mission to optimize trading strategies and operational processes. This role offers a unique platform to leverage your knowledge in equity markets, derivatives, and currency trading, while working alongside talented professionals dedicated to excellence.

Key Responsibilities 
  • Partner closely with the traders and portfolio managers to support daily trading activity across asset classes 
  • Assist with trade creations, allocation, execution tracking, and error resolution 
  • Monitor trades, positions, and cash balances 
  • Manage client cash flows by creating and executing program trades while maintaining portfolio alignment with target allocations and investment mandates
  • Produce daily trading and portfolio reports 
  • Maintain and enhance Excel based tools and models for portfolio tracking, P&L reporting, analytics, and exposure monitoring 
  • Develop automated workflows using Excel and other applications
  • Support best execution analysis and transaction cost monitoring 
  • Collaborate with operations, compliance, and technology teams 
  • Contribute to improvements in trading infrastructure and data processes 
Required Skills
  • Bachelor’s degree in Finance, Economics, Mathematics, or related quantitative course of study
  • 5+ years of experience in investment management, hedge funds, or similar buy-side environments supporting trading desks and operations teams
  • Deep understanding of portfolio construction, market mechanics, and asset class workflows
  • Experience with transaction cost analysis and best execution practices
  • Multi-asset exposure, including US equity markets, current trading (spots and forwards), derivatives, and mutual funds
  • Hands-on experience with trade order management systems (OMS/EMS)
  • Familiarity with Bloomberg or similar data tools
  • Advanced Excel skills, including formulas, pivots, macros, and automation scripting skills (Python, PowerShell,...)
  • Strong attention to detail, analytical capabilities, and problem-solving skills
  • Excellent communication skills, both written and oral
  • Ability to work independently and collaboratively in fast-paced settings
Seize this opportunity to be a key driver of trading efficiency and operational excellence. If you’re ready to bring your expertise to a challenging and rewarding role, we encourage you to apply today and become a vital part of the trading team!

Frequently asked questions

Who is hiring for the Trading Desk Specialist (buy-side) role?
PB Search is hiring for the Trading Desk Specialist (buy-side) position, a Shazamme client. Apply directly on the employer's career site.
Where is the Trading Desk Specialist (buy-side) job located?
The Trading Desk Specialist (buy-side) role with PB Search is based in Stamford, CT, US.
What does the Trading Desk Specialist (buy-side) role pay?
PB Search lists the Trading Desk Specialist (buy-side) role at USD 150,000–175,000 per year.
Is the Trading Desk Specialist (buy-side) role full-time or contract?
This is a full time position at PB Search.
What experience level is the Trading Desk Specialist (buy-side) role?
The Trading Desk Specialist (buy-side) position is aimed at mid-level candidates.
How do I apply for the Trading Desk Specialist (buy-side) role at PB Search?
Apply directly on PB Search's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct