Visionary Square is looking for a proactive, detail-oriented Trading and Operations Associate to join our team. This role is essential to ensuring seamless portfolio management and operational support for our advisors. If you have a passion for capital markets, are a natural problem-solver, and thrive in a fast-paced environment, we’d love to hear from you.
Key Responsibilities Include:
- Manage day-to-day trading tasks and rebalancing within our managed portfolio services, ensuring efficient and accurate trade execution.
- Allocate accounts to models, handle advisor requests, and communicate key portfolio information.
- Assist in all aspects of Black Diamond: establish data feeds with multiple custodians to accomplish business objectives (reporting, billing, model creation and management, trading, and data integration).
- Assist the compensation team with data gathering, fee calculations, and related support functions.
- Identify and implement process improvements to increase efficiency within the trading team.
- Collect and reconcile data from multiple sources to ensure accuracy and regulatory compliance.
- Demonstrate a high-level understanding of custodian capabilities and available resources to effectively support advisors.
- Collaborate with other members of the trading team to ensure required tasks are completed through effective communication.
Preferred Qualifications
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FINRA Series 7 and Series 63/65 or 66 licenses (required)
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1–3 years of experience in trading, investment operations, or portfolio management within an institutional or RIA environment.
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Strong attention to detail, communication, and teamwork skills, with the ability to work independently under pressure.
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Experience with advisor platforms like Black Diamond and custodians like Fidelity, LPL, and Charles Schwab (preferred).
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Proficiency in Microsoft Office (Teams, Word, Excel, Outlook) and other industry software.