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Agency Trader
Red Clover. Execute and service trades for domestic and international accounts across Equities, Options, FX, and Mutual Funds using Bloomberg EMSX .
Posted 10/5/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $100,000 - $120,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in executing trades across Equities, Options, FX, and Mutual Funds while ensuring compliance with regulatory requirements. Proficient in managing operational tasks and communicating effectively with clients and trading teams.
Highest-signal resume keywords
Series 7 LicenseSeries 63 LicenseSeries 57 LicenseBloomberg EMSXTrade Execution
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Equities TradingOptions TradingFX TradingMutual Funds TradingMargin CallsTrade ConfirmationsBuy-insDKsBest Execution ReportingRegulatory Compliance
Soft Skills
Attention to DetailOrganizational SkillsAdaptabilityCollaborationProactive Learning
Tools & Technologies
Bloomberg EMSX
Certifications & Qualifications
Series 7Series 63Series 57
Industry Keywords
Financial ServicesBroker-Dealer OperationsTrading OperationsOperational TasksClient Communication
About the role
Key responsibilities & impact- Execute and service trades for domestic and international accounts across Equities, Options, FX, and Mutual Funds using Bloomberg EMSX
- Manage pre- and post-market operational tasks, including margin calls, Buy-ins, DKs, and trade confirmations
- Prepare and distribute weekly and monthly Best Execution reports
- Communicate with clients regarding trade activity and operational matters
- Collaborate with trading and operations teams to maintain workflow and regulatory compliance
- Support the trading desk with ad hoc operational or administrative tasks
Requirements
What you’ll need- Required licenses: Series 7, Series 63, and Series 57
- 2+ years of experience in trading, operations, or a financial services environment
- Familiarity with trading platforms, preferably Bloomberg EMSX
- Experience executing Equities, Options, FX, and Mutual Funds
- Understanding of margin calls, trade confirmations, Buy-ins, DKs, and Best Execution reporting
- Strong attention to detail and organization
- Ability to manage multiple priorities in a fast-paced trading environment
- Basic understanding of regulatory and compliance requirements in broker-dealer operations
- Proactive and quick learner, able to adapt to evolving processes and responsibilities
- Ability to collaborate effectively with traders, operations staff, and clients
Benefits
Comp & perks- Collaborates — Building partnerships and working collaboratively with others to meet shared objectives
- Action Oriented — Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
- Nimble Learning — Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder
- Situational Adaptability — Adapting approach and demeanor in real time to match the shifting demands of different situations