Senior Trader

Jobtailor; Deutschland; Remote; EUR 65.000 - 95.000; Vollzeit

Zusammenfassung

Jobtailor in Germany seeks a Trading Operations Specialist to enhance trading processes and drive efficiency across SMA/UMA workflows.

You will process client model changes, generate ATB orders, perform risk controls, and manage maintenance tasks such as new accounts and tax harvests. Collaboration with Vestmark partners and sponsors is essential to ensure accurate execution and reconciliation.

Qualifikationen

• Bachelor’s degree in a related field required.
• 3+ years in SMA/UMA or wealth management industry.
• Strong analytical skills and proficiency in Microsoft Office.
• Highly organized with strong attention to detail.
• Ability to work well in a team environment.
• Knowledge of Vestmark, CG Trade Connect, InvestCloud, Fiserv MMS or EMP preferred.
• Knowledge of tax overlay and direct indexing preferred.

Aufgaben

• Proactively identify opportunities for improvements in trading process and efficiency.
• Process client model change requests by generating ATB block trade orders and performing risk controls.
• Process maintenance requests including new accounts, cash flows, terminations, and tax harvests by rebalancing accounts and routing trade orders for execution.
• Communicate client model changes to Model Only/UMA sponsors according to ATB trade order rotation and client SLAs.
• Perform Trading Services to assist connectivity between Vestmark and sponsors.
• Manage trade operations including trade order management, execution review, and reconciliation across Vestmark and enterprise client platforms.

Kenntnisse

Trade operations

Analytical skills

Attention to detail

Team collaboration

Self-motivated

Ausbildung

Bachelor's degree

Tools

Vestmark

CG Trade Connect

InvestCloud

Fiserv MMS

Envestnet Manager Portal

Fiserv APL

Jobbeschreibung

• Proactively identify opportunities for improvements in trading process and efficiency
• Process client model change requests by generating across-the-board (ATB) block trade orders and performing related risk controls
• Process maintenance requests including new accounts, cash flows, terminations, and tax harvests by rebalancing accounts and routing trade orders for execution
• Communicate client model changes to Model Only/UMA sponsors according to the ATB trade order rotation and client SLAs
• Perform Trading Services on behalf of clients to assist connectivity between Vestmark and sponsors
• Manage trade operations, including trade order management, execution review, and reconciliation across Vestmark and enterprise client platforms

Requirements

• Bachelor’s degree in a related field
• 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
• Self-motivated
• Good work ethics
• Ability to work effectively in a team environment
• Working knowledge of Vestmark, CG Trade Connect, InvestCloud (formerly Fiserv APL), Fiserv MMS or Envestnet Manager Portal (EMP) preferred
• Knowledge of tax overlay and direct indexing preferred

Core Competencies

Demonstrates expertise in trade operations, including trade order management, execution review, and reconciliation, while effectively communicating client model changes and managing maintenance requests. Proficient in utilizing tools like Vestmark and CG Trade Connect to enhance trading process efficiency.

Highest-signal resume keywords

• Trade Order Management
• Separately Managed Account (SMA)
• Unified Managed Account (UMA)
• Vestmark
• Analytical Skills

ATS Optimization Keywords

Hard Skills

• Trade Execution
• Risk Control
• Account Rebalancing
• Data Analysis
• Microsoft Office

Soft Skills

• Attention to Detail
• Self-Motivated
• Team Collaboration
• Strong Work Ethic
• Organizational Skills

Industry Keywords

• Wealth Management
• Tax Overlay
• Direct Indexing
• Client Model Changes
• Trade Operations

Tools & Technologies

• CG Trade Connect
• InvestCloud
• Fiserv APL
• Fiserv MMS
• Envestnet Manager Portal