Trader

Job Summary

To support the expansion of advisory and asset management services, the remote Trader will manage trade order generation and execution for proprietary and third-party Manager Models, while ensuring compliance and efficiency in the trading process.

Key responsibilities:

• Proactively identify opportunities for improvements in trading processes and efficiency
• Process client model change requests by generating across-the-board block trade orders and performing related controls
• Handle all aspects of trade operations including trade order management, execution review, and reconciliation

Required qualifications:

• Bachelor's degree in a related field
• 1-3+ years of experience in the Separately Managed Account (SMA), Unified Managed Account (UMA), or wealth management industry
• Strong analytical skills and proficiency in Microsoft Office
• Highly organized with strong attention to detail and self-motivated