Team Lead AMS Management Trading - Freedom Trading
Core
Lead the AMS Freedom Trading team to review and apply model portfolio overlays on Mutual Fund/ETF managed account platforms using exchange-traded products.
Role type
Team Lead, Asset Management Trading Associate
Builds
Managed account portfolios for clients using MF/ETF products
Domain
Asset Management / Securities Trading
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Managed account practices, Banking and finance principles, Equities/ETFs/Mutual Funds knowledge, Financial markets knowledge, Mathematical calculation, Intermediate Excel, Advanced analytical skills, Problem-solving
Preferred skills
Personal resilience, Team collaboration, Independent work, Detail orientation
Technologies
Excel
Responsibilities
Overlay accounts to pre-defined MF/ETF trading models and execute trades, Analyze individual 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
Mid-level, hands-on IC with team lead responsibilities