Overlay Trading Associate

4 days ago

Richmond, United States Davenport & Company Full time

**OVERLAY TRADING ASSOCIATE**

**LOCATION: Richmond, VA**

**DEPARTMENT: Asset Management**

**OVERVIEW**

Davenport Asset Management manages over $12 billion in assets across several proprietary equity, fixed income, and asset allocation strategies. This full-time, exempt position will join the Asset Management Trading Team to implement and trade the various strategies Asset Management handles. This includes investing/managing UMA and SMA accounts according to strategy and client instructions.

**RESPONSIBILITIES**

Responsibilities of this position include, but are not limited to:

- Collaborate with Advisors to ensure timely investment of accounts and a clear understanding of expectations in accordance with the client’s chosen strategy and instructions
- Implement and coordinate investment changes among strategies and managers while ensuring compliance with the investment policy and guidelines
- Monitor accounts and relationships to maintain compliance with Investment Policy Statements
- Document exceptions and changes in investment guidelines
- Manage cash levels and gains according to strategy and client objectives
- Work in a team environment with fellow Trading Associates, Portfolio Managers and our Advisors
- Assist in process improvement
- Perform other duties and responsibilities as assigned

**QUALIFICATIONS**
- College Degree and Series 7 & 66 registered preferred
- Trading and Account Management experience preferred
- Must be able to multi-task to exceed the client service expectations of colleagues and advisors
- Willingness to learn and adapt to new situations and processes
- Strong attention to detail and an ability to work under pressure to meet deadlines
- Highly motivated with strong communication skills
- Ability to work in a collaborative and dynamic team environment
- Responsive and energetic professional demeanor
- Ability to work beyond normal business hours as needed
- Broad knowledge of the investment business
- In-depth knowledge of overlay portfolio management and Unified Managed Accounts preferred
- Knowledge of Vestmark or other trading platforms preferred

**SALARY & BENEFITS**

We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.

**DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER**

Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

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