Trading Portfolio Reviewer
2 months ago
**There is temporary role expected to last through December 2024 but may be extended if necessary**
**Candidates will work remote but MUST be located in the Eastern time zone**
**Candidates must be available to work full-time (no other commitments and no planned vacation)
**Trading experience is REQUIRED**
Job Summary: This person will be responsible for supporting the Asset Management Services Group.
Under general supervision, uses advanced knowledge and skills obtained through experience and/or training to assist money
managers by executing trades based on product models and guidelines. Established procedures and prescribed guidelines are
provided to perform a variety of tasks requiring some evaluation, originality or ingenuity in making routine decisions. Extensive
Job Duties
- Overlays accounts to pre-defined trading models and executes trades based on product guidelines.
- Analyzes data for outliers of current positions versus models.
- Assists with the review of accounts to ensure they meet the portfolio manager's specifications.
- Mocking up trades based on the models and accounts (building trades)
Work Schedule: 8:00am-4:30pm EST, Monday through Friday
Qualifications
- At least 4 years of recent experience wtihin the financial services industry
- General knowledge of the financial market
- Trading experience is required
- Ability to work in a fast-paced environment
- Must be very comfortable using Excel daily and Outlook
- Team player
- Quick learner
- Clear and professional written and verbal communication skills
Minimum of a High School Diploma or equivalent
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