Job Description

Are you looking to join a growing firm and with the opportunity to grow in the trading sector?

About the Role:

The Trading Operations Associate will help the investment and research division of the company execute trades and increase operational efficiency. The position will work on the Research team under the Portfolio Manager. This position is on-site in Bethesda, MD.

Qualifications:

• Educational Background: Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Experience Level: 2-5 years of experience in trading operations, financial services, or a similar environment.
• Technical Skills: Proficiency in Microsoft Excel; familiarity with trading platforms and financial software is advantageous.
• Analytical Mindset: Strong problem-solving skills with keen attention to detail.
• Team Player: Excellent communication skills and the ability to collaborate effectively within a team-oriented setting.
• Probabilistic Thinker: Experience trading their own account in a systematic way.

Preferred Qualifications:

• Chartered Market Technician (CMT) is a Plus
• AmiBroker Experience is a Plus
• Orion Eclipse Experience is a Plus

Responsibilities:

• Trade Execution: Execution and settlement of trades across various financial instruments, ensuring accuracy and timeliness.
• Reconciliation: Perform daily reconciliation and audits of trading activities, identifying and resolving discrepancies promptly.
• Collaboration: Work closely with portfolio managers, compliance, and IT teams to streamline operations and enhance workflow efficiency.
• Process Improvement: Contribute to the development and implementation of operational best practices and innovative solutions.
• Research & Development: Perform required tasks that will help the research team improve existing trading systems and/or build new systems.

About Potomac:

In the past five years, Potomac has grown from under $140M+ to over $2B in AUM. It is an exciting time to be part of this company! We have a fantastic culture, great benefits, and hardworking people who love to collaborate.

A pioneer in active risk-managed investing, Potomac has the experience and expertise to help advisors align the correct allocation for any given market condition. Working with financial advisors, we understand that every investor is unique, but each want to avoid catastrophic losses. Potomac offers a selection of tactical investment strategies for building and preserving wealth—so advisors can match the right strategy or combination of strategies to each investor’s needs.

What makes someone successful at Potomac:

To be successful at Potomac, we look for individuals who are not just looking to do a job, but for people who pride themselves on exceptional work. When each member of the team plays their part to the best of their ability, we all succeed. None of us are perfect, but we’re looking for dependable, coachable, and team-oriented problem solvers. Individually we can tackle a little, but together we can take over this industry.

Benefits:

• 401(k) & other retirement benefits
• Dental Insurance
• Health insurance
• Health savings account option
• Paid time off
• Parental leave

Work location: Onsite in Bethesda, MD.

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