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Zega Trading Role - (Hybrid in Omaha, NE / Chicago, IL / Palm Beach Gardens, FL)

Remote (Omaha, Nebraska, US); Remote (Chicago, Illinois, US); Remote (Palm Beach Gardens, Florida, US)

ZEGA Financial is an SEC-registered investment adviser and investment manager that specializes in derivatives. The firm, which was founded in 2011, leverages technology, data, experience and proprietary strategies to craft products and services for advisors and individual investors.  

About the role

Zega Trading is seeking an experienced Trading Manager to join our dynamic team. The ideal candidate will have a strong background in trading equities, options, and fixed income, along with experience in institutional or RIA trading environments. This role requires experience in using Bloomberg or other institutional trading platforms, as well as a background in financial services and customer support. 
*This is a hybrid role that requires you be in the Omaha, Chicago or Palm Beach Gardens office on Thursday/Friday, at minimum. 

What you'll do

· Execute and manage trades across equities, options, and fixed income.

· Utilize Bloomberg or other institutional trading platforms for efficient trade execution.

· Collaborate with portfolio managers, traders, and other stakeholders to ensure seamless trading operations.

· Provide exceptional customer support and maintain strong relationships with institutional clients.

· Stay updated with market trends, economic developments, and trading strategies.

· Act as a trading associate for a US Based RIA placing trades for individual client accounts and fund portfolios.

· Daily operational duties related to ETF management.

· Act as a single point of contact for Advisor partners

· Responsible for ensuring accurate and prompt processing of all trading functions.

· Execute day to day duties in the Trading Operations Team, including but not limited to trade allocation, position settlement, and reconciliation of all trading.

· Partner with Investment/Portfolio Management team to continually improve and enhance the trading process and procedures.

· Work closely with our Operations Team to understand their needs and to build solutions that enable them to execute transactions and other operational processes effectively.

· A relentless focus on quality and ability to produce accurate information independently without extensive support/QA from others.

· Continually analyzing, reviewing and improving our operations and service as the trading business evolves

· Be a thought leader who maintains an understanding of the issues on the client's agenda and shares information and key updates with the operations team.

· The individual will be expected to interact and build strong relationships with stakeholders across teams, functional boundaries, and with clients.

Required Skills & Qualifications

· Business related degree.

· 3-5 years of experience (or more) in trading equities, options, and fixed income.

· Institutional/RIA trading experience.

· Proficiency with Bloomberg or similar institutional trading platforms.

· Strong understanding of financial markets and trading strategies.

· Excellent communication and customer service skills.

· Ability to work in a fast-paced and dynamic environment.

· Demonstrated history of solving complex problems

· Proficient with MS Office Suite

· Very high level of competency in Excel

Preferred Qualifications 

· Experience with trading platforms, order management systems (OMS), and post-trade processing.

· Familiarity with regulatory requirements related to trading activities.

· Experience working in a high-paced, deadline-driven environment.

Apply

Job Profile

Regions

North America

Countries

United States

Restrictions

Hybrid role Must be in office Thursday/Friday

Benefits/Perks

Hybrid work

Tasks
  • Act as trading associate
  • Analyze and improve operations
  • Build relationships with stakeholders
  • Collaborate with stakeholders
  • Execute and manage trades
  • Manage operational duties
  • Partner with investment team
  • Provide customer support
  • Stay updated with market trends
  • Utilize trading platforms
Skills

Bloomberg Customer Support Excel Financial Services Institutional trading platforms MS Office Order management systems Post-trade processing Regulatory requirements Trading equities Trading fixed income Trading options

Experience

3 - 5 years

Education

Business related degree

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9