SMA Trading Support Lead

Revolution Technologies; Saint Petersburg (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Revolution Technologies seeks a skilled professional to support the Asset Management Services team, focusing on Separately Managed Accounts (SMA). Under limited supervision, you will lead others in trading-related support, resolve complex problems, and coordinate pricing and trade execution while engaging with internal and external customers.

You will play a pivotal role in ensuring accurate trading, stay current with policies, and mentor newer associates in a fast-paced, client-focused

Qualifications

• Recent experience working for an investment firm.
• 1-3 years of financial services industry experience.
• Ability to work in a fast-paced environment.
• Proficient with Microsoft Office products.
• Team player, willing to jump in and help others even if it does not fall within their job description.
• Clear and professional written and verbal communication skills.

Responsibilities

• Leads the work of others and provides training, coaching and mentoring to less experienced associates.
• Ensures that traders are notified of events that affect orders, including dividend declarations and stock splits.
• Provides and coordinates pricing information until the order has been executed, cancelled or expired.
• Ensures that trades are executed and confirmed in accordance with organizational policies and procedures.
• Facilitates the price adjustment and trade correction process.
• Ensures the open order file is reconciled and that trade data and information is entered and maintained in required databases.
• Reviews trade problem research results and determines appropriate corrective action.
• Contacts internal and external customers to resolve trading problems.
• Sets up and monitors client information and restrictions.
• Resolves comparison issues and assists in the portfolio allocation process.
• Accepts, screens and routes telephone calls and maintains record of inquiries, as required.
• Maintains currency in trading policies and procedures.
• Performs other duties and responsibilities as assigned.

Skills

Investment industry experience

Microsoft Office proficiency

Strong communication skills

Team player

Fast-paced work adaptation

Tools

Microsoft Office

Job description

Revolution Technologies seeks a skilled professional to support the Asset Management Services team, focusing on Separately Managed Accounts (SMA). Under limited supervision, you will lead others in trading-related support, resolve complex problems, and coordinate pricing and trade execution while engaging with internal and external customers.

You will play a pivotal role in ensuring accurate trading, stay current with policies, and mentor newer associates in a fast-paced, client-focused