Job Title:
Trading Specialist/Investment Team
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Feb 28 2023
Expires On:
Mar 31 2023
  • 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.

  • 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.
Required Years of Experience:
Additional Info:
For more information contact Lynn at
Salary Range:


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