ICD Trade Operations jobs in United States
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ICD Portal · 2 days ago

ICD Trade Operations

ICD Portal is a trusted provider of investment technology, serving a diverse range of organizations globally. They are seeking a Market Support Associate to join their US trade desk, where the individual will be responsible for processing trades, maintaining client accounts, and providing exceptional service to institutional clients.

CrowdfundingFinancial ServicesImpact InvestingPayments
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Growth Opportunities

Responsibilities

Process money market trades via phone, email, fax, online, and other proprietary systems
Review trade activity (i.e., wire monitoring, ensuring trades are executed on time, reviewing credit and debit balances on client accounts, etc.)
Completing client audit requests in a timely manner
Provide extraordinary service to our institutional client base
Ongoing communications with trade counterparties
Account maintenance
Provide support to the US trade desk staff
Soft file maintenance
Assist other internal departments as needed

Qualification

Finance degreeSeries 7 certificationSeries 63 certificationClient service experienceFinancial services exposureMicrosoft OfficeAttention to detailCommunication skillsTeam orientedSelf-motivated

Required

4-year college degree: Business, Finance, Economics degree strongly preferred
Series 7 and 63, or ability to obtain within 6 months
Ability to work in fast-paced environment while maintaining high attention to detail
Strong ability to prioritize tasks to meet deadlines
Enthusiastic, eager to learn and takes initiative
Team orientated, must be able to work well with others
Excellent verbal and written communication skills
Excellent computer skills, including Microsoft Office
Ability to handle assigned tasks with minimal supervision

Preferred

Previous internship or office experience strongly preferred
Client/Customer Service experience strongly preferred
Financial Services exposure a plus

Benefits

Health Insurance
Health Care and Dependent Care Flexible Spending Accounts
Maven Family Building Benefit
Building Wealth - 401(k) Savings Plan
Pre-Tax Commuter Benefits Program
ARAG Legal Services
Employee Assistance Program
Tuition Reimbursement
Financial Wellness Tools
Travel Assistance Benefits
Pet Insurance
Corporate Gym Subsidies
Wellness Perks
Paid Time Off and Parental Leave

Company

ICD Portal

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Tradeweb is dedicated to serving the unique investment and liquidity needs of treasury and finance teams.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-04-08Acquired
2017-10-10Private Equity

Leadership Team

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Justin Brimfield
Chief Marketing Officer
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