Asset Management Trading Associate - Freedom Trading
Core
Execute trades and resolve account issues for Mutual Fund/ETF managed accounts using model portfolio overlays.
Role type
Asset Management Trading Associate
Builds
Managed account platforms for MF/ETF portfolios
Domain
Asset Management / Securities Trading
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Equities/ETFs/Mutual Funds knowledge, Financial markets understanding, Mathematical calculation, Intermediate Excel, Advanced analytical skills, Problem-solving
Preferred skills
None stated
Technologies
Excel
Responsibilities
Overlay accounts to pre-defined trading models and execute trades, Analyze account data to identify outliers and resolve discrepancies, Research and resolve complex account errors, Administer team workflow for trade requests, Perform tax loss harvesting, Generate and review reports, Field questions and resolve issues from internal departments
Seniority
Junior to Mid-level, hands-on IC
