Trading Operations Specialist: Active Portfolios & ETFs

Ameriprise Financial; Charlotte (NC); On-site; USD 62,000 - 94,000; Full time

Benefits offered by this job

Health, Dental & Life Insurance

Vacation & Sick Time

401(k)

Job summary

Ameriprise Financial is seeking an Advisory Trading Specialist to initiate day-to-day trading and operations for discretionary managed accounts. This role involves cross-functional collaboration, trade validation, and research of escalated items to ensure accurate executions.

The position supports Active Portfolio Mutual Fund and ETF portfolios, including complex drift trading and auto-rebalance strategies.

Qualifications

• Bachelor's degree or equivalent experience.
• 1-3 years of relevant experience.
• Strong attention to detail and accuracy.

Responsibilities

• Perform daily trading of Active Portfolio Mutual Fund and ETF portfolios and drift trading for Select Separate Models.
• Provide support to business partners with trading and model maintenance; respond to client requests and escalations.
• Develop relationships with internal and external partners; improve systems and processes.

Skills

Attention to detail

Work under pressure

Strong communication

Education

Bachelor's degree or equivalent experience

Tools

APL

BETA

BondDesk

Brokerage Mainframe

SSRS/SharePoint

MS Access

Job description

Ameriprise Financial is seeking an Advisory Trading Specialist to initiate day-to-day trading and operations for discretionary managed accounts. This role involves cross-functional collaboration, trade validation, and research of escalated items to ensure accurate executions.

The position supports Active Portfolio Mutual Fund and ETF portfolios, including complex drift trading and auto-rebalance strategies.