Trading Operations Specialist - Growth & Compliance

Posted 10 days ago

goelzer investment managementCarmel (IN)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Goelzer Investment Management in Carmel, IN seeks a Trading Operations Associate on the Investment Management team. The role requires a proactive self-starter with integrity and the ability to handle diverse tasks in a collaborative setting. You will organize equity, mutual fund, and fixed-income trades, perform reconciliations, investigate breaks, work with compliance, support performance analyses, and help administer trading software. Strong Excel skills and attention to detail are essential.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.