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Entry Level Trading Operations Associate

AT Fisher Investments
Fisher Investments

Entry Level Trading Operations Associate

Camas, WA

Overview

Summer 2025 start.

As a Trading Operations Associate, you will gain in-depth insight into the life cycle of a trade at Fisher Investments, both internally and across the industry as you work with Fisher Investment's traders and counter-parties around the world.

The Opportunity:

You will be given direct responsibility for sensitive activities across Fisher departments (PCG, PCGI and Institutional) and will affect the success of the firm by identifying and eliminating problems and mitigating exposure to risk.

We are looking for you to quickly learn the nuances of market structures, trade processing and industry-standard settlement practices and we'll provide you the opportunity to work with experienced counterparts at firms across the globe. Reporting directly to your Team Leader, you will be given rotating responsibility for a specific section of trade activity (US Institutional Trading, Non-US Institutional Trading, Global Settlements, PCG, PCGI, and more).

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We hire from all majors and backgrounds, because we believe we are better off with the diversity it brings. You will report directly to your manager who will aid your development and commit to making this a place where you can grow your career.

The Day-to-Day:

  • Troubleshoot time-sensitive trading issues with tangible impact to our organization
  • Work with counter-parties to resolve failed trades and share delivery issues
  • Coordinate the initial trading setup of all new Institutional accounts with brokers and custodians
  • Monitor trade settlement and connect brokers and custodians to ensure delivery of shares and cash
  • Provide our allocation files to our custodians and reconciling trade details between brokers and custodians
  • Build and learn trade-specific technology, including internal and third-party applications (including the Omgeo Suite, Alliance Lite, SWIFT)
  • Look for opportunities to improve efficiency and accuracy and use technology solutions to refine trading processes

Your Qualifications:

  • Bachelor's degree, or equivalent combination of education and experience
  • Commitment to maintain quality of work while sticking to a timeline
  • Demonstrate personal ownership over your career and daily work
  • You pride yourself on being helpful and collaborating with teammates
  • Exhibit excellent attention to detail and a high level of reliability

Compensation:

  • $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Client-provided location(s): Camas, WA, USA
Job ID: Fisher-2024-14759
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • HSA
    • Mental Health Benefits
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Happy Hours
    • Holiday Events
    • Casual Dress
    • Company Outings
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Pension
    • 401(K)
    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Lunch and Learns
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Fisher Investments.