Job Description

Summary/Responsibilities:
Work independently to coordinate between Portfolio Managers/Client Services/Product Specialists/Trading Desk to transition/rebalance the portfolio and ensure that investment guidelines are adhered to.
Will identify/resolve discrepancies and perform audits to ensure the client is within the guidelines for the trading directions specified.
Allocate/monitor cash flow/levels for each portfolio.
Provide Portfolio Managers with frequent updates regarding market environment/volatility of stock price/trading volume/overall market attitude.
Work closely with other business units to help develop/implement quantitative tools to help analyze exposure to risk based on the current structure of the portfolio.

Requirements:
5+ years trade order entry experience is required
Order management system background (LongView) is required
BA/BS (finance/accounting/business) is required
Series 7 and 66 preferred
CFA or MBA preferred

Candidates interested in applying to this role should e-mail 96t234@brokeragejobs.com.