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Portfolio Implementation Specialist
2 months ago
At 1872 Consulting, we are seeking a highly skilled Trading Operations Specialist to join our team. As a key member of our Portfolio Implementation department, you will play a critical role in ensuring the smooth execution of trade orders for our clients.
Key Responsibilities:- Conduct thorough pre-trade compliance checks to ensure adherence to account and fund investment restrictions.
- Process trade orders in a timely and accurate manner, submitting them to the trading systems.
- Collaborate with Portfolio Managers to create and maintain procedures for trade execution.
- Troubleshoot and resolve trade-related issues, providing timely follow-up and support.
- Monitor the status of open orders, cash positions, and portfolio weightings, alerting Portfolio Managers to potential issues.
- Identify tax trading opportunities and provide recommendations to Portfolio Managers.
- Work closely with the GIS team to ensure accurate tax trades are properly booked at the custodian.
- Proactively identify and implement process improvements to enhance front office workflows.
- 3+ years of experience in Investment Management, with a focus on trade execution, compliance, and portfolio administration.
- Proficiency in trade order management systems, portfolio accounting systems, and/or execution management systems.
- Strong knowledge of trade life cycles, securities, and instruments, including equities, fixed income, options, and foreign exchange markets.
- Experience with registered investment companies (RICs) and mutual funds.