We are searching for a dynamic Trading Associate to join our trading team. The trading team executes a high volume of trades in equity, fixed income and option securities for our separately managed accounts, generates and maintains performance data for our clients and strategies and supports the quarterly client reporting process.
In addition, as a Trading Associate you will:
ยท Coordinate execution and settlement with our custodians and brokers
ยท Maintain CRM records & conduct data audits
ยท Assist in back-office responsibilities ranging from forms submissions, voting on corporate actions, data compilation and data reconciliation
ยท Develop an understanding of insurance products and services, and fixed income products and metrics
ยท Liaise between client, insurance service provider, and Engineering team
ยท Create and update advanced Excel models, supporting data analysis and decision making
ยท Monitor custodial, account and portfolio data and resolve issues and discrepancies
What you will bring
This role is for someone who has genuine interest in the world of wealth management, investments, and financial and insurance markets and is passionate about processes and efficiency.
ยท Attention to detail, communication, and the ability to handle multiple responsibilities
ยท 2-4 years of experience working in an investment advisory, asset management or financial services company
ยท Familiarity with equities and bonds, settlements and money movement
ยท Strong Excel and math skills
ยท Willingness to work stock market hours
ยท Nice to have, but not required:
o Insurance and Fixed Income industry knowledge
o Trade execution experience
o Bond trading experience
o VBA, Python, SQL
