You will play a critical role in the implementation of investment strategies across the firm, working with Portfolio Managers and Traders to ensure portfolios are invested in line with guidelines and their respective investment models.
This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, competitive compensation and an amazing benefits package.
While this is a junior role, it is a great career opportunity with a firm committed to professional development.
This will include:
- Monitor cash flows and account guidelines
- Trade client accounts – invest/divest assets as appropriate, rebalance accounts, etc.
- Communicate with Trading and Compliance teams
- Create and implement trades
- Monitor compliance with investment policies
- Monitor portfolio positioning including cash balances, corporate actions, and adherence to a model portfolio
- Assist with client cash needs
- Monitor broker commission targets
- Actively participate in optimization oversight through interaction with Portfolio Managers and other stakeholders
- 2-3+ years of experience working in operations, trading or middle office
- Experience with trade settlement
- Self-starters with excellent attention to detail and accuracy, prioritizing tasks and managing strict deadlines in a fast-paced environment
- Proactive, have a strong work ethic, and a problem-solving attitude
- Collaborative mindset and strong interpersonal skills
- Completed college degree required, Finance, Economics or related course of study preferred
