Portfolio Reviewer
Job Summary
Supporting the Asset Management Services Group, the full-time contract Portfolio Reviewer will execute trades based on product models and guidelines while working remotely within the Eastern time zone.
Key responsibilities
- Overlay accounts to predefined trading models and execute trades according to product guidelines
- Analyze data for discrepancies between current positions and models
- Assist in reviewing accounts to ensure compliance with portfolio manager specifications
Required qualifications
- At least 4 years of recent experience in the financial services industry
- General knowledge of the financial market
- Proven trading experience
- Minimum of an Associate's Degree
- Proficiency in Excel and Outlook
Complete Job Description
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