Asset Management Senior Trading Associate – UMA Trading

Asset Management Senior Trading Associate – UMA Trading

Requirements

• Knowledge of market trading practices of products including equities, ADRs, ETFs, UCITs, and Mutual Funds.
• General knowledge of managed account practices.
• Principles of banking and finance and securities industry trading and operations.
• Financial markets and investment products and services.
• Mathematical ability sufficient to calculate transactions accurately and efficiently.
• Intermediate Excel experience.
• Advanced analytical skills; analyze data to draw logical conclusions and interpret results for use in decision-making.
• Personal resilience while providing a high-level customer service in a fast-paced environment.
• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Ability to organize, prioritize, and manage multiple activities/tasks simultaneously and complete work efficiently.
• Ability to communicate effectively and professionally, both orally and in writing.
• Ability to work independently as well as collaboratively within a team environment.
• Ability to attend to detail while maintaining a big picture orientation.
• Ability to identify the needs of customers through effective questioning and listening techniques.

Responsibilities

• Overlay accounts to pre-defined single and multi-sleeve trading models and execute trades based on product guidelines.
• Create and execute large block trade allocations, determining method of execution including limits, use of local markets for ADR conversions, and Authorized Participants for ETF creation and redemption units.
• Analyze individual account data to identify outliers of current model positions and resolve discrepancies.
• Communicate with outside managers regarding trade execution, model discrepancies.
• Perform tax loss harvesting.
• Research and resolve complex account errors, providing necessary trade corrections.
• Update trading models based on data provided by outside money managers.
• Perform other duties and responsibilities as assigned.

Preferred Qualifications

No preferred qualifications provided.