Asset Management Senior Trading Associate - UMA Trading
Core
Senior trading associate executing model portfolio overlays and complex trades across managed accounts using exchange-traded products.
Role type
Senior IC trading associate (asset management)
Builds
Model portfolio overlays and large block trade allocations for managed accounts
Domain
Asset Management / Securities Trading
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Equities/ETFs/UCITS/Mutual Funds trading, Managed account practices, Banking/finance principles, Financial markets knowledge, Mathematical calculation, Intermediate Excel, Advanced data analysis, Problem-solving, Trade execution, Tax loss harvesting
Preferred skills
Securities Industry Essentials (SIE) certification, Tax Credit Specialist (TCS) certification
Technologies
Excel, Standard office equipment, Required software applications
Responsibilities
Overlay accounts to pre-defined trading models and execute trades, Create and execute large block trade allocations, Analyze account data to identify outliers and resolve discrepancies, Communicate with outside managers regarding trade execution, Perform tax loss harvesting, Research and resolve complex account errors, Update trading models based on data from money managers
Seniority
Mid-level IC (13 months to 3 years experience)