Senior Market and Trading Specialist
Core
Provide market updates, execute trades, manage portfolio allocations, and handle tax reporting for client portfolios.
Role type
Senior Market and Trading Specialist
Builds
Client portfolios and trade settlements
Domain
Wealth Management / Capital Markets
Deliverable
client delivery
Required skills
Market and Trading knowledge, Advanced Excel, Business applications, Registered Representative (RR) license, Stock Trading, Tax reporting, Research
Preferred skills
Capital Markets experience, Decision-making, Time management
Technologies
Microsoft Excel
Responsibilities
Provide updates and recommendations on market conditions, Update and maintain Trading and Reporting spreadsheets, Execute bulk trading and allocation, Handle tax reporting and analysis, Follow up on client trades for settlement, Conduct research
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