Job Title:
Junior Trader
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Oct 19 2022
Expires On:
Nov 2 2022
  • Assist in executing all trades for the firm.
  • Complete day-to-day client specific trade requests for investing new accounts, contributions, withdrawals, strategy changes, non-discretionary trade requests, and liquidation requests.
  • Generate both tactical trades as well as general portfolio rebalancing on a strategy level for multiple accounts and strategies at a time.
  • Trade block orders of ETFs and individual stocks using transaction cost analysis to determine how trades should be executed to achieve best execution.
  • Assist in maintaining the integrity of the database by following trading best practices and reviewing account audit reports.
  • Review and resolve basic trading errors or issues in compliance with firm policy.
  • Ensure all inputs and processes to generate accurate performance returns are produced in a timely manner.
  • Assist in composite construction issues to reach solutions that meet the needs of the firm while also adhering to GIPS standards and internal composite construction guidelines.
  • Assist Analysts and Portfolio Managers creating reports and updates.
  • Maintenance of portfolio accounting system, and reporting within that system.
  • Additional Ad-Hoc duties and projects as assigned.
  • Bachelor's degree, preferably in business, finance, or economics.
  • 1 year of experience in trading and portfolio management.
  • Excellent Excel.
  • Experience with market data platforms such as Factset, Bloomberg, Eikon
  • Ability to handle deadlines and time-sensitive situations.
Required Years of Experience:
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
Salary Range:


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