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JobTitle

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Job Title

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Trading Specialist/Investment Team

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JobCode

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Job Code

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7025

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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 28 2023 12:00:00:000AM

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ExpireOnDate

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Expires On

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Mar 31 2023 12:00:00:000AM

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Responsibilities

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Responsibilities

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Invest account assets per Investment Policy Statement (IPS), primarily using mutual funds or ETFs while also occasionally trading individual fixed income and equity instruments. Organize trade activity based on account-specific requirements, taxability, and account groupings.
 Place trade orders received from Client Advisors or received on rebalancing system.
 Monitor and upload daily trade files.
 Complete trade reconciliation in collaboration with client service team.
 Resolve trading issues with Client Advisors and/or Custodians.
 Process non-rebalancing system trades.
 Work with investment team to process firm-wide directed trades.
 Run and update portfolio models to rebalance at Advisor's request.
 Run weekly rebalancing maintenance reports for model assignment review.
 Discretionary review of cash to invest/cash to raise.
 Update/maintain models/settings as needed in rebalancing system.
 Monitor accounts for deviations from target asset allocation, working collaboratively with Client Advisors and the Investment team to develop strategy to close deviations.
 Assist in portfolio transition management, tracking progress against client-level capital gains budgets.
 Update periodic reports summarizing capital market valuations/trends across all asset classes.
 Provide performance monitoring and analytical materials related to mutual fund holdings and prospective holdings.
 Perform ad hoc equity or fixed income analysis requests.
 Create, update and monitor reports which analyze current model portfolio attributes. 

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Qualifications

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Qualifications

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Bachelor's Degree required. 
2-4 years related mutual fund and ETF trading experience. 
Working knowledge of investments and investment analytics. 
Proficiency in Microsoft Office Suite (Outlook, Word, Excel and PowerPoint), familiarity with Tamarac, YCharts or Morningstar desirable. 
Advanced Excel skills. 
High standards of quality and attention to detail. 
Ability to organize, prioritize and handle multiple tasks. 
Strong communication skills. 
Ability to work under pressure and meet deadlines.
 Ability to work independently and cooperatively in a team environment.

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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 at lynn@fanning-boston.com