Senior Analyst, SMA Trading
Hybrid
Core
Support Domestic and International SMA rebalance processes by generating and analyzing daily trades, assessing trade accuracy, and conducting systems & portfolio checks.
Role type
Senior IC SMA Trading Analyst
Builds
Daily trade lists for Separately Managed Accounts
Domain
Wealth Management / Financial Markets
Required skills
SMA trading experience, portfolio construction, trade lifecycle knowledge, advanced Excel, Iress IPS proficiency
Preferred skills
Financial market understanding, complex environment adaptability, meticulous attention to detail
Responsibilities
Generate and analyze daily trades to strict deadlines, assess trade accuracy using judgement, conduct systems and portfolio checks, perform reconciliations prior to trade generation
Seniority
Senior, hands-on IC
