Investment Trading Specialist

Company: Cannon Search
Location: Boston
Posted on: April 1, 2026

Job Description:

Are you detail-oriented, analytical, and passionate about financial markets? We are looking for an Investment Tr ading Specialist to support the wealth management team. In this dynamic role, you’ll execute trades across equities, fixed income, and mutual funds/ETFs, ensuring accuracy and efficiency while minimizing risk. What You’ll Do: Execute trades across multiple custodial platforms (SEI, Fidelity, Schwab). Monitor order flow, reconcile trades, and resolve discrepancies swiftly. Collaborate with brokers, custodians, and internal teams to optimize execution. Analyze trading performance and identify process improvements. What We’re Looking For: Bachelor’s in Accounting, Finance, or Business Administration. 3-5 years of experience in security processing and trading. Strong knowledge of trading systems (RedBlack, Moxy, BondDesk preferred). Detail-oriented with excellent problem-solving and communication skills. Ready to make an impact? Apply now and elevate your trading career! Email your resume to Dan Gilliam, email: dan.gilliam@cannonsearch.com Tags: Trading analyst, Trading Specialist, Equity and Fixed Income Trader, Investment Trading Specialist, Portfolio Trading Analyst

Keywords: Cannon Search, West Hartford , Investment Trading Specialist, Accounting, Auditing , Boston, Connecticut