Remote Trade Operations Portfolio Analyst

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Fri, Nov 06, 2020

This job expires in 9 days

Job Category: Business Operations

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

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