Trading Operations & Portfolio Lead

Goelzer Investment Management, Inc.; Carmel (IN); Sur place; USD 130 000 - 180 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401(k)

401(k) matching

Bonus based on performance

Training & development

Free food & snacks

Opportunity for advancement

Competitive salary

Résumé du poste

Goelzer Investment Management, Inc. seeks a Senior Portfolio Specialist to lead the firm's trading operations and ensure efficient execution aligned with investment strategy.

The role collaborates with portfolio management and operations to support high-quality investment outcomes. The SPS serves as the primary contact with custodians for data integration, monitors trade activity, and ensures robust controls and documentation across client accounts.

Qualifications

• 5+ years of professional working experience preferred.
• Operational experience with portfolio accounting, reporting and rebalancing software.
• Administrative experience with Tamarac product suite, including Tamarac Portfolio Center, preferred.

Responsabilités

• Execute and oversee trading across client accounts and households.
• Manage block trading, trade aggregation and allocations.
• Ensure timely and accurate trade execution aligned with investment strategy.
• Assist with internal operational reviews related to trading activity, system behavior, reporting processes, and investment data accuracy.
• Escalate operational risks, data integrity concerns, or system limitations to leadership.
• Maintain required trade documentation and order records.
• Own and maintain trading workflows, procedures, and controls.
• Develop and maintain integrations across portfolio-management systems, third-party strategy providers, and custodians.
• Partner with portfolio managers and operations on trading alignment.
• Coordinate trading activity with custodians and communicate risks to leadership.

Connaissances

Excel advanced functions

Communication skills

Attention to detail

Quality work under time pressure

Professionalism and confidentiality

Formation

Bachelor's degree in finance or related field

Outils

Tamarac Portfolio Center

Description du poste

Goelzer Investment Management, Inc. seeks a Senior Portfolio Specialist to lead the firm's trading operations and ensure efficient execution aligned with investment strategy.

The role collaborates with portfolio management and operations to support high-quality investment outcomes. The SPS serves as the primary contact with custodians for data integration, monitors trade activity, and ensures robust controls and documentation across client accounts.