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Madison Investments · 1 day ago

Trading Operations Specialist

Madison, WI

Full-time

Onsite

Entry Level

1+ years exp

Madison Investments is currently seeking a detail-oriented, process-driven professional to join their Operations team as a Trading Operations Specialist. The role involves learning all aspects of the post-trade process and assisting with various operational tasks while collaborating with team members.

AdviceBusiness DevelopmentFinancial ServicesWealth Management

Responsibilities

Perform post-trade functions, such as communicating trade information to outside trading departments throughout the day, to facilitate timely trade settlement

Assist the Operations Department in completing other daily/weekly/monthly operational checks and tasks

Develop the necessary skills to help Portfolio Managers & Traders with trade related issues

Provide backup for other Operations staff

Assist in Special Operational Projects

Qualification

Microsoft ExcelInvestment industry knowledgeCustomer service skillsJudgmentDiscretionWillingness to learnProcess improvementsInterpersonal skillsCommunication skillsOrganizational skillsTime managementProblem-solving skillsTeamworkFlexibilityInitiative

Required

Excellent interpersonal, communication, and customer service skills

Excellent organizational, time management, and problem-solving skills

Strong computer, software, and internet navigation skills; proficiency in Microsoft Excel

Ability to work independently and as part of a team, and to exercise flexibility, initiative, good judgment and discretion

Willingness to learn new things and implement process improvements

Preferred

Bachelor's degree preferred

1 year of working experience and/or knowledge of the investment industry is preferred, but not required

Benefits

Health insurance

Profit sharing

401k match

Company

Madison Investments

Madison Investments helps businesses with investment management, wealth management advisory and business development services.

Founded in 1974

Madison, Wisconsin, USA

51-200 employees

https://madisoninvestments.com

Funding

Current Stage

Growth Stage

Leadership Team

Mark Henrickson

Chief Financial Officer

Steven Carl

Principal, Chief Distribution Officer, Chairman of the Executive Committee

Recent News

XAI Madison Equity Premium Income Fund

XAI Madison Equity Premium Income Fund Announces Change of Fiscal Year End

2025-11-07

XAI Madison Equity Premium Income Fund

XAI Madison Equity Premium Income Fund Declares its Monthly Distribution of $0.060 per Share

2025-07-01

TradingView

Yields edge higher with risk aversion less pronounced

2025-03-12

Company data provided by crunchbase