<p>We are looking for a Trade Allocation Specialist to join our client's team in Columbus, Ohio. This role involves managing trade allocation processes, ensuring compliance with regulatory requirements, and facilitating corrections for institutional clients. As a key member of the team, you will collaborate closely with clients, internal teams, and external counterparts to maintain accuracy and mitigate risks. This is a long-term contract to hire position.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the daily trade allocation process to ensure accuracy and timeliness.</p><p>• Collaborate with clients to address manual trade allocations and ensure regulatory compliance.</p><p>• Coordinate with internal teams and clients to manage and resolve trade corrections.</p><p>• Conduct detailed research and analysis to identify and rectify trade discrepancies.</p><p>• Keep up-to-date with industry regulations and compliance standards related to trade allocation processes.</p><p>• Document and maintain procedures and workflows for trade allocation activities.</p><p>• Identify and mitigate operational risks using a solid understanding of financial markets.</p><p>• Provide support on team projects and assist with ad hoc tasks as required.</p><p>• Build strong partnerships with business stakeholders to drive efficient trade processing.</p><p>• Perform other duties as assigned to support operational goals.</p>

• Bachelor’s degree in a relevant field.<br>• 2-5 years of experience in broker-dealer trade allocations or similar roles.<br>• FINRA Series 7 certification.<br>• Thorough knowledge of securities regulations, compliance, and industry standards.<br>• Strong organizational skills with attention to detail.<br>• Ability to manage multiple priorities in a dynamic environment.<br>• Proven ability to foster effective collaboration within teams and across departments.<br>• Experience with financial products such as asset-backed securities, fixed-income securities, or exchange-traded funds.

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