Investment Trading Associate — Portfolio Ops (Series 7)

#twiceasnice Recruiting; Kansas City (KS); In loco; USD 70.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health Insurance w/ HAS Contributions

401(k) match

PTO

Parental Leave

Professional Development

Descrizione del lavoro

#twiceasnice Recruiting client in financial services seeks an Investment Trading Associate in Overland Park, KS. Role involves supporting portfolio trading, rebalancing, operations, and analysis with direct interaction with senior investment staff.

Requires active Series 7, associate degree or higher, and experience with investment products. On-site, full-time position with ASAP start and relocation negotiable.

Competenze

• Associate's degree or higher required.
• Experience in investment operations, trading, or portfolio management required.
• Proficiency with Microsoft Excel required.

Mansioni

• Execute investment trades and rebalance client portfolios.
• Manage portfolio cash needs, including deposits and distributions.
• Maintain portfolio allocations according to established investment models.
• Review trades for accuracy, restrictions, and tax considerations.
• Identify portfolio exceptions and resolve account discrepancies.
• Prepare investment reports, portfolio comparisons, and analyses.
• Support investment model updates and portfolio strategy implementation.
• Coordinate with investment, operations, and compliance teams.
• Monitor market activity and contribute to investment team discussions.

Conoscenze

Analytical skills

Detail-oriented

Problem-solving

Critical thinking

Formazione

Associate's degree or higher

Strumenti

Microsoft Excel

Descrizione del lavoro

#twiceasnice Recruiting client in financial services seeks an Investment Trading Associate in Overland Park, KS. Role involves supporting portfolio trading, rebalancing, operations, and analysis with direct interaction with senior investment staff.

Requires active Series 7, associate degree or higher, and experience with investment products. On-site, full-time position with ASAP start and relocation negotiable.