Lucas Group has been engaged by our client, a successful Wealth Management firm to identify a Trader. Ideal candidate will have 2+ years of relevent experience in financial services and strong finance background.
Some responsibilities may include...
- Trade set-up and execution: Block trading, equities, options, fixed income and mutual fund trading
- Account Analysis, Variance to model, tax placement, cash raises, Investment model set-up
- Trade record keeping
- Anticipating issues that may affect the investment management process as the firm grows and working to design processes and procedures to increase efficienc
- Execute trades
- Calculate weighted average prices of purchases and sales
- Provide trade confirmations to compliance and investment committee
- Assist in new client transitions utilizing tools available in Tamarac Advisor View to build reports that show clients at different stages of transition
- Reporting Functions
Requirements:
- Financial Services experience
- Strong quantitative and analytical skills
- A strong understanding of investment performance reporting
- Experience working with Portfolio Center and Tamarac platform highly preferred
Job ID: 1554340
