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New Opportunity - Specialist, Trading & Trade Support - 50k+ DOE
Location:
Scottsdale, AZ
Description:
Department Description: The department is responsible for the investment direction of the firm including designing and implementing the investment process for the firm. This includes asset allocation decisions, selection of investment vehicles and construction of in-house investment strategies. The day-to-day responsibilities would include, but not limited to: Complete order generation for all types of daily client requests in accordance with the assigned models. Update and maintain the models in our portfolio management system. Monitor our portfolio management system setup to analyze order generation implications. Look for areas of improvement to better align order generation with desired Portfolio Manager outcomes. Perform daily/weekly/monthly checks to review accounts for cash and security drift across the strategies, exceptions, possible trade errors; etc. Support the trade allocation, settlement, and affirmation process, as well as the communication of block trades and allocations to the appropriate internal departments; ensure trades are executed and allocated in a timely manner. Support the resolution of trade errors, escalations, and exceptions. Work with Trading, Investment Guidelines Oversight, and Compliance to create and maintain procedures and documentation for best practices. Perform client account reviews as requested. Qualifications: The candidate will have or currently be pursuing a degree in finance, economics, or a related field. A working knowledge of the financial markets including stocks, bonds, and other asset classes is a plus. An attention to detail and an ability to think creatively with good problem-solving skills. A willingness to work in a team environment and to contribute to the success of Trajan Wealth. Compensation Package: Competitive Salary 401K with matching component United Healthcare PPO Medical - employee portion paid for by the Company Delta Dental PPO and UHC Vision Life Insurance, Short-Term and Long-Term Disability options available and much more Generous holidays and PTO Come and join a team that is making a difference in their clients' and employees' lives!
Company:
Trajan Wealth
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: New Opportunity - Specialist, Trading & Trade Support - 50k+ DOE
New Opportunity - Specialist, Trading & Trade Support - 50k+ DOE is a Jobs New Opportunity - Specialist Job at Trajan Wealth located in Scottsdale AZ. Find other listings like New Opportunity - Specialist, Trading & Trade Support - 50k+ DOE by searching Oodle for Jobs New Opportunity - Specialist Jobs.
New Opportunity - Specialist, Trading & Trade Support - 50k+ DOE is a Jobs New Opportunity - Specialist Job at Trajan Wealth located in Scottsdale AZ. Find other listings like New Opportunity - Specialist, Trading & Trade Support - 50k+ DOE by searching Oodle for Jobs New Opportunity - Specialist Jobs.