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JobTitle
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Job Title
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Senior Operations/ Trading Associate
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JobCode
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Job Code
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6979LT
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JobCategoryName
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Job Category
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Investment Operations
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JobTypeName
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Job Type
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Permanent
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JobLocationName
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Job Location
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Boston - MA
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PublishOnDate
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Date Posted
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Feb 1 2023 12:00:00:000AM
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ExpireOnDate
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Expires On
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Mar 30 2023 12:00:00:000AM
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Responsibilities
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Responsibilities
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The Senior Operations & Trading Analyst will be part of a dynamic team within the Operations department and will report to the Director of Operations. This position requires significant interaction with the firm's Sales team as well as other departments. The Senior Analyst will work closely with custodians and our portfolio management software teams to ensure that client data is represented appropriately and accurately and will seek timely resolutions to issues. The position requires someone with attention to detail who is self-motivated and composed under deadline pressure.
Position Responsibilities:
Trade processing and execution for Mutual Funds, ETFs, and Stock positions, both in individual accounts, block orders, and through TAMPs.
Troubleshoot trading escalation items with advisors and/or clients and/or custodians.
Account maintenance and data integrity across various software, platforms, and custodians
Prepare monthly and quarterly reporting for clients and internal use
Performance reporting and composite maintenance on a quarterly basis for several models across the firm in accordance with GIPS rules and guidelines
Monitor accounts for deviations from target asset allocation
Develop solutions to improve inefficiencies around data, systems, and processes
Review and update department procedures
Complete other tasks and ad-hoc projects
Train team members on various Operations & Trading responsibilities
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Qualifications
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Qualifications
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Position Qualifications:
Bachelor's degree in business or a related major with 2-4 years of relevant industry experience and trading
Strong working knowledge of Microsoft Excel
Experience with Orion, Salesforce and eMoney preferred
Excellent written and oral communication skills
Ability to work and excel in a fast-paced environment and run lead on multiple priorities at once
Exceptional attention to detail
Strong analytical thinking and problem-solving skills
Ability to work under pressure and meet deadlines
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RequiredYearsOfExperience
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Required Years of Experience
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2
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AdditionalInfo
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Additional Info
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For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
Fanning Personnel - Boston Jobs - Boston Investment Jobs, Boston Finance Jobs - Fanning Personnel
The Senior Operations & Trading Analyst will be part of a dynamic team within the Operations department and will report to the Director of Operations. This position requires significant interaction with the firm's Sales team as well as other departments. The Senior Analyst will work closely with custodians and our portfolio management software teams to ensure that client data is represented appropriately and accurately and will seek timely resolutions to issues. The position requires someone with attention to detail who is self-motivated and composed under deadline pressure.
Position Responsibilities:
Trade processing and execution for Mutual Funds, ETFs, and Stock positions, both in individual accounts, block orders, and through TAMPs.
Troubleshoot trading escalation items with advisors and/or clients and/or custodians.
Account maintenance and data integrity across various software, platforms, and custodians
Prepare monthly and quarterly reporting for clients and internal use
Performance reporting and composite maintenance on a quarterly basis for several models across the firm in accordance with GIPS rules and guidelines
Monitor accounts for deviations from target asset allocation
Develop solutions to improve inefficiencies around data, systems, and processes
Review and update department procedures
Complete other tasks and ad-hoc projects
Train team members on various Operations & Trading responsibilities
Qualifications:
Position Qualifications:
Bachelor's degree in business or a related major with 2-4 years of relevant industry experience and trading
Strong working knowledge of Microsoft Excel
Experience with Orion, Salesforce and eMoney preferred
Excellent written and oral communication skills
Ability to work and excel in a fast-paced environment and run lead on multiple priorities at once
Exceptional attention to detail
Strong analytical thinking and problem-solving skills
Ability to work under pressure and meet deadlines
Required Years of Experience:
2
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 | lynn@fanning-boston.com
