Job Summary

A financial services company is seeking a Remote Trade Operations Portfolio Analyst.

Candidates will be responsible for the following:

• Implementing trade creation for client-directed activity and strategist reallocations, including determining appropriate action for complex scenarios
• Validating correct trades generated for each request or scenario to create the best outcomes for clients
• Completing mutual fund availability review and communication

Required Skills:

• Bachelor’s degree
• 3-5 years’ experience in financial services
• Ability to execute independently, including doing analytic work to come to a decision
• Demonstrated accuracy for all aspects of tasks
• Ability to clearly convey information to others and check for understanding
• Demonstrated ability to exercise sound judgment and make timely, well-informed decisions