Trade Data Entry Assistant

New York City, NY

Posted: 09/10/2024 Industry: Investment Management

Job Description

Trade Data Entry Assistant: Unlocking Financial Success

Are you ready to embark on a dynamic career in the heart of the financial world? Join a global Investment Management firm as a Trade Data entry Assistant and be part of a team that thrives on precision, innovation, and collaboration.

Responsibilities:

  • Dive into the world of finance and become an expert in manual data entry, meticulously inputting trade and financial data into our cutting-edge proprietary software.
  • You'll receive comprehensive training in top-notch accounting and financial software, including Advent Geneva, Hedgetek, Charles River, SQL, and the firm's Order Management System (OMS).
  • Collaborate with and report to two operations managers, as you play a pivotal role in driving the success of the firm's financial operations.

Requirements:

  • M.S. Word and Excel proficiency is a must for this exciting role. You will leverage your computer prowess to make a difference.
  • Handle tasks that are not just important but time-sensitive, showcasing your strong work ethic and dedication.
  • Your attention to detail is crucial. You'll confidently navigate numerical data, ensuring precision at every turn.
  • Have a team-first mentality and adaptability and know that your contributions will make a significant impact.
  • A high school diploma is a must, college is preferred.
  • Candidates must be able to go into the Manhattan office three to four days per week

Additional Information

At J. Katz & Partners, our team of executive search partners, senior consultants, and expert recruiters work closely with each client and candidate to fully understand their professional goals prior to the beginning of every search. Utilizing competitive intelligence and direct sourcing methodologies, we identify talent and career opportunities through a variety of sources and professional networks. J. Katz & Partners offers services in analytical, financial, and administrative recruitment, combined with the expertise in executive and professional search. Our reputation is the product of experience, integrity, and the long-term relationships that we have maintained with both clients and candidates throughout the nation.

Meet Your Recruiter

Jeff Katz
President

Jeff Katz is the Founder and President of J.Katz & Partners and was the Managing Partner of Jemstone Associates. After attending Queens College, Jeff started his professional career in finance until discovering that he was more passionate about helping people with their careers than he was about their money. Jeff began his staffing career in 1990, managing the permanent divisions of two national staffing firms before launching Jemstone Associates in 2002. Jeff brings more than twenty years of national recruiting and account management experience covering a vast diversity of industries and disciplines. Contact Info: Direct- 212-551-1135 email- jkatz@jkatzandpartners.com

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