Asset Management Senior Trading Associate - UMA Trading
Core
Senior Trading Associate executing model portfolio overlays and large block trade allocations across managed account platforms using exchange-traded products.
Role type
Senior IC trading associate
Builds
Model portfolio overlays and trade executions for managed accounts
Domain
Asset Management / Securities Trading
Required skills
Equities trading, ADRs, ETFs, UCITs, Mutual Funds, Managed account practices, Banking and finance principles, Financial markets knowledge, Mathematical calculation, Intermediate Excel
Preferred skills
Advanced analytical skills, Problem-solving, Personal resilience, Data interpretation
Technologies
Excel
Responsibilities
Overlay accounts to pre-defined single and multi-sleeve trading models and execute trades, Create and execute large block trade allocations, Analyze individual account data to identify outliers and resolve discrepancies, Perform tax loss harvesting, Research and resolve complex account errors, Update trading models based on data provided by outside money managers
Seniority
Mid-level, hands-on IC