Advisory Trading Specialist
Core
Initiate day-to-day trading and operations for discretionary managed account products, including Active Portfolio Mutual Funds, ETFs, and complex Drift trading processes.
Role type
Trading operations specialist
Builds
Discretionary managed account portfolios (Mutual Funds, ETFs, Select Separate Models)
Domain
Financial services / Asset management
Required skills
Trade origination, pre and post trade validation, reject and exception processing, model maintenance, client request processing, internal system development
Preferred skills
Order entry for Stocks, ETFs, Bonds, Mutual Funds, Options; Experience with APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, MS Access
Responsibilities
Perform daily trading of Active Portfolio Mutual Fund and/or ETF portfolios; Execute highly complex Drift trading process for internally-traded Select Separate Models Only and ETF strategies; Conduct auto-rebalance trading and validation for SPS Advantage product; Support business partners with trading and maintenance to models; Answer trade related inquiries and research escalated items; Build and maintain support relationships with internal WMS and Capital Markets Trading business partners, as well as external money managers and vendors
Seniority
Junior to Mid-level, hands-on IC
