Lead trading operations as a Trading Operations Analyst in the Managed Accounts department. Utilize your knowledge of investment markets and commitment to client service to effectively manage account data.
This role focuses on trading operations within managed accounts, reporting to the department manager. Your responsibilities will include overseeing trading workflows, data reconciliation, and supporting advisor teams. Flexibility and attention to detail are vital as you work within a fast-paced environment.
Key Responsibilities:
• Implement changes from Investment Advisors and sub-advisors
• Manage discrepancies in custodial systems and trading platforms
• Support daily service requests for account management
• Conduct post-trade reviews for compliance purposes
• Provide troubleshooting support for incoming inquiries
Requirements:
• 1–3 years in Separately Managed Accounts or Unified Managed Accounts
• Familiarity with portfolio management tools is advan...