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Support the day-to-day trading and operations for all discretionary Managed Account products (Active Portfolios and Select Separate/UMA) and SPS Auto-Rebalance Trading. Execution of high-risk/high-volume trade events, including multiple large rebalance events each month. Provide support to business partners by answering trade related questions and assisting with research of escalated items.
Perform daily trading of our Active Portfolios Mutual Fund and ETF portfolios traded on-team, as well as the highly complex Drift trading processes for internally- traded Select Separate and ETF strategies. This includes trade origination, pre and post trade validation, and reject and exception processing.
Multiple daily trading processes, including but not limited to: order generation and validation, reconciliation, critical thinking/decision making, market knowledge, and support of third party money managers and internal business partners.
Provide support to business partners in processing client requests, answering trade related questions and assisting with research of escalated items.
Build and maintain support relationships with third party money managers. Relay client trading requests and collaborate on model update trading requests.
Continuous development of on-team systems, tools, and process knowledge.
2+ years of experience within the brokerage industry.
Strong attention to detail, highly organized, and possesses a strong work ethic.
Ability to work under pressure and meet tight deadlines while maintaining a high degree of accuracy.
Strong communication skills.
Experience with order entry for the following security types: Stocks, ETFs, Bonds, Mutual Funds and Options.
Experience with the following systems: APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, MS Access.